Allocate Customers to Points Configuration

YouTube: How to Link Retail Customers with Loyalty Points Configuration?

How to Link Retail Customers with Loyalty Points Configuration?

In this tutorial, we will demonstrate how to allocate customers to a point configuration in Logic ERP and understand how customer-wise points are earned and redeemed during billing.

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Review Existing Point Configurations

• Open the Set Customer Points Configuration module.

• Here, you can view the point configurations that have already been created.

In this example, we have a Festive Occasion Point Configuration, where:

• ₹100 spent = 1 point

• Value per point = ₹10

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Allocate Point Configuration to Customer

• Open the Allocate Customers to Points Configuration module.

• On the left side, you will see the list of available point configurations.

• On the right-hand side panel, you can view the customers already allocated to the selected configuration.

Allocate a New Customer

• Select the required point configuration.

• Click on Allocate.

• Choose the customer and click OK.

• The customer is now successfully allocated to the selected point configuration.

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Apply Customer Points During Billing

• Open the Sales/Billing module.

• Enter the same customer's name.

• Proceed with item transaction and save the bill.

• Upon saving, the Available Discount window will appear, displaying the applicable customer point-wise discounts.

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Redeem Customer Points

• Select the customer point-wise discount and click OK.

• A confirmation window appears showing:

  • Total points earned

  • Value of earned points

Click Yes to proceed.

Example Calculation

• Bill Amount: ₹1,500

• Point Rule: ₹100 = 1 point

• Points Earned: 15 points

• Value per Point: ₹10

• Total Point Value: ₹150

• This confirmation verifies that the points have been calculated as per the customer’s allocated point configuration.

• Enter the number of points the customer wishes to redeem in the bill.

• Save the voucher.

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View Customer Point Ledger Report

• Open the Customer Point Ledger Report.

• Select the customer.

This report displays:

• Total points earned

• Points redeemed

• Available point balance

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Conclusion

Using customer point configurations in Logic ERP allows you to:

• Define flexible reward rules

• Allocate point schemes to selected customers

• Automatically apply and redeem points during billing

• Track point history through detailed reports