Setup Retail Customer + Company/Group Package Scheme

YouTube: Brand/Category Wise Membership Packages

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.

---

Objective of This Feature

• Create membership-based discount packages

• Apply discounts brand/company-wise

• Enhance customer loyalty and retention

• Automate discount application during billing

---

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”

---

Define Membership Package

Package Configuration

• Select the basis of discount from dropdown

• Enter:

  • Package Item Name

    • 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)

• 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”

• Save settings

• Restart the software

---

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

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

Observation

• Discount scheme is created

• Valid for defined number of days

---

Apply Membership During Sales

Billing with Membership

• Open Sales Bill Window

• Select the Registered Customer

System Behavior

• When purchasing items linked to the selected company:

  • Discount is automatically applied

  • Example: 5% discount for selected brand

---

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