Answer:
To provide extra points to some of your specific customers on their birthday or anniversary date use the following steps.
- Go to Main > Master Data Management > Others > Customer Master (M> O> C)
- Enter all the details required about that customer
- In ‘Card Type Name’ press Ctrl + N
- Create a new card type by entering a card type name
- Enter other details
- Set points, you need to add on birthday or anniversary day in ‘Extra Point on B’day and A’day’
- Set ‘calculate extra point on = Fixed’ if you want to add fix point else set it to ‘On sale value’
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- If you set ‘calculate extra point on = Fixed’ it will calculate in the following manner…
Point acquired = 100
Extra Point on B’day and A’day = 5
Final point = 105
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- If you set ‘calculate extra point on = On sale value’ it will calculate in the following manner…
Point acquired = 100
On Sale value = 1000
Extra Point on B’day and A’day = 5
Now if the customer buys a product of sale value 1000 or above only then he will receive point according to ‘Extra Point on B’day and A’day’ calculation. Let us assume that he buys a product of sale value 2000. Then finally…
Final point = 110
- Save
- Go to ‘Card type name’ field
- Alt + L
- Select newly created card type
- Save
- Now whenever you sale against this customer on his birthday or anniversary day he will receive points according to the above setting.
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