ID #1451

I want to provide extra points to some of my specific customers on their birthday or anniversary date; how to accomplish this?

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’
  • If you set ‘calculate extra point on = Fixed’ it will calculate in the following manner…
    • Point acquired = 100
    • On Sale Value = 1000
    • Extra Point on B’day and A’day = 5
    • Final point = 105
  • If you set ‘Calculate extra point on = On sale value’ it will calculate in the following manner…
    • Points aquired = 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 then only 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 800. Then finally…
    • Final point = 101
  • 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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Tags: Customer Master, Setup

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