# Setup Retail Customer + Company/Group Package Scheme

**YouTube:** [Brand/Category Wise Membership Packages](https://www.youtube.com/watch?v=loSJurQSqbs)

## Brand/Category Wise Membership Packages

This tutorial explains how to **set up Brand/Category-wise Membership Packages** in Logic ERP. It demonstrates how to define discount schemes linked to specific companies or brands, activate them in billing, and automatically apply discounts for registered customers during sales transactions.

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### **Objective of This Feature**

* Create **membership-based discount packages**
* Apply discounts **brand/company-wise**
* Enhance **customer loyalty and retention**
* Automate discount application during billing

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### **Access Membership Package Setup**

* Navigate to **Setup Menu** and then select **Setup Accounts.**
* Expand **Setup Customer Database**
* Open: **“Setup Retail Customer + Company Group Package Scheme”**

<figure><img src="/files/rRmArRLYW59JBp93NQUx" alt=""><figcaption></figcaption></figure>

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### **Define Membership Package**

**Package Configuration**

* Select the **basis of discount** from dropdown

<figure><img src="/files/Rtw5EyNOzw3r52lSvKs8" alt=""><figcaption></figcaption></figure>

* Enter:
  * **Package Item Name**&#x20;
    * If the package item has not been created, please create it using the **Set Item** option.
  * **Company/Brand**
  * **Validity (Number of Days)**

**Define Discount**

* Choose either:
  * **CD% (Cash Discount)**
  * **TD% (Trade Discount)**

<figure><img src="/files/m1Iy8DdLR9kwRI7ikmel" alt=""><figcaption></figcaption></figure>

* Enter the applicable **discount percentage**

***

### **Enable Membership Feature in Billing**

**Activation Process**

* Open **Logic Admin**
* Navigate to Global Setting and select **"POS Options".**
* Locate and enable the option Labeled as":

> **“Allow Retail Customer + Company/Group Package Scheme”**

<figure><img src="/files/i4SeifZqUZ4poeroN68o" alt=""><figcaption></figcaption></figure>

* Save settings
* Restart the software

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### **Create Membership via Sales Bill**

#### **Customer Registration**

* Open **Sales Bill Window**
* Enter:
  * Customer Name
  * Mobile Number

**Sell Membership Package**

* Create a **Sales Bill** for the defined **Package Item**

<figure><img src="/files/StcBS2wd7C8Sws9hw1zY" alt=""><figcaption></figcaption></figure>

**Result**

* Membership package is assigned to the customer

***

### **Verify Membership Package**

#### **Check Discount Scheme**

* Navigate to: Setup\Setup Accounts and expand Setup Customer Database
* Open: **"Setup Retail Customer + Company / Group Wise Discounts".**

**View Details in Entry Mode**

* Select:
  * **Retail Customer**
  * **Company/Brand**

<div><figure><img src="/files/iF3COj6bCjFDPsdmqglE" alt=""><figcaption></figcaption></figure> <figure><img src="/files/Mmz9Shh5Cl2paR4NH4NC" alt=""><figcaption></figcaption></figure></div>

**Observation**

* Discount scheme is created
* Valid for defined number of days

<figure><img src="/files/EScKRF3uzh7XGFjeYorv" alt=""><figcaption></figcaption></figure>

***

### **Apply Membership During Sales**

**Billing with Membership**

* Open **Sales Bill Window**
* Select the **Registered Customer**

<figure><img src="/files/Lrnu4mROOTRLIL8y7GTt" alt=""><figcaption></figcaption></figure>

**System Behavior**

* When purchasing items linked to the selected company:
  * Discount is **automatically applied**
  * Example: **5% discount for selected brand**

<figure><img src="/files/Fpm8YZJt4hikUx2XYJ6Z" alt=""><figcaption></figcaption></figure>

***

### **Key Benefits**

* Automates **customer-specific discounts**
* Encourages **repeat purchases and loyalty**
* Enables **brand-wise promotional strategies**
* Simplifies **discount management during billing**

***

### **Best Practice Tips**

* Clearly define package validity periods
* Use meaningful package names for easy identification
* Regularly review active membership schemes

***

### **Final Outcome**

* Membership packages are **successfully created and assigned**
* Discounts are **automatically applied during billing**
* Customer experience and loyalty are **enhanced**
* Sales process becomes **efficient and promotion-driven**


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