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…

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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