Overview & Introduction of Point System

Benefits of Point System in Marg ERP Software

Process of Point system in Marg ERP Software

Process to Print Bill Points on Bill in Marg ERP Software

How to Redeem Point at the Time of Making Invoice

How to View Point Summary in Marg ERP Software

OVERVIEW & INTRODUCTION OF POINT SYSTEM

• Usually, when the customers visits mall for shopping or purchases goods from big distributors then discount is being provided to them like 5% discount on Rs. 2000 or 8% discount on Rs. 3000 which can be in form of coupons or points.

• Point System is a marketing strategy designed to attract customers or encourage customers to continue shopping from the same outlet.

• Example: When the customer does shopping and if value of bill is >= 1000 then 5 points will be received or if value of bill is >= 3000 then 10 points will be received 1 point is applicable and the value of each point is Rs-5.

• With the help of Point System, the customers earn points for visits or transactions that can be further redeemed on their next visit or purchase.

BENEFITS OF POINT SYSTEM IN MARG ERP SOFTWARE

• The main benefits of Point System is that the customers will visit again for doing purchase if they had already earned points at the time of their first purchase.

• This will result in increase/expansion in the business, Increases efficiency, revenue and productivity at the point of sale.

PROCESS OF POINT SYSTEM IN MARG ERP SOFTWARE

• Go to Masters > Rate & Discount Master > Point Settings.

• A Point System window will appear where user has to set the details of point system that is required to give to its customers.

a. Points Calculation on Y-Value I-Item/Quantity wise: This means that how the points needs to be calculated i.e. whether on Value or on Item.  Points are being calculated mostly on value. If points needs to be calculated on Value then select “Y” and if on item/quantity wise then select “I”.

b. Points Calculate on B-Both R-Retail W-Wholesale: This means that whether the points needs to be calculated on basis of Retail (R), Wholesale (W) or both (B).

c. Points Calculate on Cash & Card Ledger Sales: The sales are being done both through cash and card; so if the points needs to be calculated then select “Y” else “N”.

d. Points Calculate on Stock Less: This means whether the points needs to be calculated when the stock is less or not.

e. Points Calculate on Special Scheme Items: This means that whether the points needs to be calculated on special items or not.

f. Points Calculate in Retail Billing: Billing is being done in 2 ways i.e. one are wholesalers; whose customers are fixed. They maintain their ledgers and billing is being done on the basis of ledger.

Second is Retail Billing; mostly the customers are not fixed who visits for shopping in supermarket then in this case the billing is being done on basis of Mobile No:. Here, the user will select “A” in order to calculate the points.

g. If Points Item/Qty. wise, Points Round off: This option works with “a” point i.e. if the user requires that the points get round off then select “Y” else “N”.

Item Default Points/Quantity (If apply on all items): Here, the user can set the default points and quantities like on 5 quantities 1 point is being received. The user can also change the points on any item as per the requirement. This option works only when the points are being calculated on Item basis.

h. If Points Value wise, calculate on items 1-All 2-Selected: It means whether the points needs to be set on all items or selected items. If the user selects 1 then it automatically calculates the points on all the items. And if the user selects 2 then it will ask that in which all items the points needs to be set.

Suppose, the user selects 2 here and then if any item is being modified then the Points option will be enabled i.e. whether the points needs to be calculated or not. 

• Similarly, if the user selects 1 here and then if any item is being modified then the Points option will not be appear. 

i. Fix Points Slabs: Here, the user can set Point slabs as per the requirement and these slabs are fixed i.e. if the Bill Value is > or = 1000 (1000-2000) then 5 points will be received, Bill Value is > or = 2000 (2000-3000) then 10 points will be received.

• If Bill Value >= 3000 then 15 points will be received to the customer and for this the user can set points on friction basis i.e. if the value of the bill gets increased then automatically the points will also get increased.  

j. Per Point Cash Value for Discount: This means that if the user requires to give discount on the basis of points then it can be mention the value of the single point when it will get deducted next time.

Suppose, the value of 1 point is 5 and if the customer has made 50 points then the customer will receive a discount of Rs. 250. 

• Now, at the time of creating a sale bill, the user can view that the Bill Points 5 is being displayed as it was set that 5 points will be received on Bill Value of Rs. 1000, 10 points on Bill Value Rs. 2000. So, the points will get increased if the Bill Value gets increased. 

• Then press 'Tab' key & click on 'Yes' to Save the Bill.

PROCESS TO PRINT BILL POINTS ON BILL IN MARG ERP SOFTWARE

• Firstly, Go to Masters > MARG Setups > Self Format. Press Enter.

• A Self Format dialog box will appear. The user will now enter the current date in reverse format.

• Now a Formats window will appear.

• The user will select Invoice Format- GUI. Press Enter.

• An Invoice Format- GUI window will appear.

• In ‘Format’ filed, enter the name of the format which the points needs to be printed.

• Suppose, Enter 'AC'. Press Enter.

• The user will now select ‘Bill Format’. Press Enter.

• A Bill Format GUI- AC window will appear.

• In order to print points in the footer part, the user will select ‘Sundries Total’. Press Enter.

• Press 'F1' function key to put the command.

• Search for 'Party Bill point' and then Press “Enter” key. 

• Press 'F3' function key and paste the command here.

• Now press 'Ctrl +W' and then click on 'Save' in order to save it.

• Now, when the user modifies the bill, press “F” then it can be viewed that the points are being displayed below the Sub Total.

Fig. 1 Process to Modify the Bill in Marg ERP Software

Fig. 1.1 Process to Modify the Bill in Marg ERP Software

Fig. 1.3 Process to Print the Bill in Marg ERP Software

Fig. 1.4 Process to Print the Bill in Marg ERP Software

• Now, when the user will generate the bill again for the same customer then it can viewed that the Points of the current bill will get calculated automatically according to the amount in the bill along with the Total Points which are being added. 

HOW TO REDEEM POINT AT THE TIME OF MAKING INVOICE

• The user will mention the points which the customer wants to redeem as per their requirement.

Suppose the user enters 10 here (as it is already mentioned that value of 1 point is 5). So, the user can view that Rs. 50 has automatically been deducted from the Bill Value. 

• Press 'Tab' key and Save the Bill.

• In order to view the points of a particular customer, then go to the Other Detail of that particular party.

Fig. 1.5 Process to View the Points of Party in Marg ERP Software

Process of Point System in Marg ERP Software (Retail Billing)

• Firstly, select the Ledger i.e. Cash 

• Enter Mobile No., Customer Name.

• The software will automatically calculate the points on the basis of Mobile No., or Ledger as it is already been set that the points needs to be calculated either on the basis of Ledger or Mobile No.  

HOW TO VIEW POINT SUMMARY IN MARG ERP SOFTWARE

• Go to Daily Reports >> Sale Report >> Points Summary 

• Click on 'View'.

• A window will appear in which the details of points along with the Value of different parties can be viewed.