In this tutorial, we will learn how to configure, issue, and redeem gift vouchers against a sales bill in Logic ERP, and how to track gift voucher usage in reports.
Gift Voucher Configuration
Navigate to Setup and then Setup Accounts.
Open Setup Customer Database and then select "Setup Gift Vouchers"
Define Gift Voucher Details
Enter the Gift Voucher Prefix
Specify the Voucher Number
Define the Voucher Amount
Select the relevant Account Name
Configure either:
Expiry Date, or
Validity (in days)
Click Save to complete the configuration
Viewing Created Gift Vouchers
To review or edit created gift vouchers:
Go to the Edit Entry section
Click Refresh
The updated list of configured gift vouchers will be displayed
Issuing Gift Voucher Against a Sales Bill
Now, let’s issue a gift voucher against a sales bill.
Open Issue Gift Vouchers Against Sales Bill
Select the Sales Bill against which the gift voucher is to be issued
Choose a Retail Customer’s Sales Bill
Enter the Gift Voucher Number and press "Tab key" to proceed.
Click Save
The gift voucher is now successfully issued against the selected sales bill.
Redeeming Gift Voucher During Billing
When the same customer visits again and makes a purchase:
Open the Sales Bill window
Click on Payment
Select Gift Voucher as the payment mode
Click Select Gift Voucher
Observation:
The gift voucher issued against the customer’s earlier sales bill is available in the list.
Select the Gift Voucher
Click OK
The gift voucher amount (e.g., ₹200) is automatically adjusted against the bill total.
Complete the payment for the remaining balance
Save the sales bill
Tracking Gift Voucher Usage in Reports
To verify the payment breakup:
Navigate to Reports/Queries
Select Sale Registers and open "Account Wise Daily Sale Report - Item Wise".
Open the report for the relevant date
Result:
The Gift Voucher Amount column shows ₹200
The Cash Amount column shows the remaining balance received in cash
This confirms accurate accounting of multiple payment modes.
Conclusion
This completes the Gift Voucher setup, issuance, and redemption process in Logic ERP, enabling efficient promotional management and accurate tracking of gift voucher usage during sales transactions.
