Overview of Point System in Marg ERP Software

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 while Making Invoice in Marg ERP Software

Process to View Point Summary in Marg ERP Software

Overview Of Point System In Marg ERP Software

• Usually, when customers visit a mall for shopping or for buying 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 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.

The user will select the details of Point System that is required to give to its customers as per the requirement.

a. Points Calculation on Y-Value I-Item/Quantity wise: The user will select whether the points needs to be calculated on Value or on Item. 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: The user will select whether the points needs to be calculated on basis of Retail (R), Wholesale (W) or Both (B).

c. Points Calculation on Amount+Tax: If the Points need to be calculated on Amount + Tax then select 'Y' otherwise keep it as 'N'.

d. Points Calculate on Cash & Card Ledger Sales: If the Points needs to be calculated on Cash and Credit Ledger Sales then select 'Y' otherwise keep it as 'N'.

e. Points Calculate on Stock Less: If Points needs to be calculated on Stock Less then select 'Y' otherwise keep it as 'N'.

f. Points Calculate on Special Scheme Items: If Points needs to be calculated on Special Scheme Items then select 'Y' otherwise keep it as 'N'.

g. Points Calculate in Retail Billing: In Retail Billing if Points needs to be calculated on the basis of Ledger and Mobile Number then select 'A', for Mobile Number select 'B' and select 'C' for Ledger Basis.

h. If Points Item/Qty. wise, Points Round off: This option works with Item/Quantity wise Points i.e. if the user requires that the points get round off then select 'Y' otherwise select '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.

i. If Points Value wise, calculate on items 1-All 2-Selected: It means whether the points needs to be set on all items or on 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  Points option in Item Master.

Suppose the user selects '2' 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. 

j. Fix Points Slabs: Here, the user can set Point slabs as per the requirement and these slabs are fixed.

Suppose 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.

k. Friction Points: 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.

l. Per Point Cash Value for Discount: If the user requires to give discount on the basis of Points then the value of Single Point can be updated and it will get deducted in 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 10 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. 

Process To Print Bill Points On Bill In Marg ERP Software

• Go to Masters > Marg Setups > Self Format.

• A 'Self Format' window will appear. The user will now enter the password.

• The user will select 'Invoice Format- GUI'. 

• In ‘Format’ option, enter the name of the format.
• Suppose enter 'AC'.

• The user will now select ‘Bill Format’.

• The user will select 'Grand Total'.

• Now, suppose the user needs to put the command of Party Bill point below the CGST Amount so select and copy the command of CGST Amount.

• The user will paste the copied command.

• Now press 'F1' key to search command.

• The user will search 'Point' under Description.

• Now the user will select the command of 'SL_POINTBILL' and press 'Enter' key on it.

• The user will paste this command by pressing 'F3' key.

Fig. 1 View of New command in Marg Software.

• The user can change the coordinates as per the requirement.

• Now press 'Ctrl+W' key and click on 'Save' to save the changes.

After following the above steps, the user can Print Party Bill Point on Bill Format of Marg ERP Software.

How To Redeem Point While Making Invoice in Marg ERP Software

• The user will mention the points that 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). Therefore, the user can view that Rs. 50 has automatically been deducted from the Bill Value. 

Process To View Point Summary In Marg ERP Software

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

The user will select the options as per requirement.

a. Single Group: If the user wants to view the report for Single Group then select 'Yes' otherwise keep it as 'No'.

b. Selected Area: If the user wants to view the report for Selected Area then select 'Yes' otherwise keep it as 'No'.

c. Selected M.R.: If the user wants to view the report for Selected M.R. then select 'Yes' otherwise keep it as 'No'.

d. Single Route: If the user wants to view the report for Selected Route then select 'Yes' otherwise keep it as 'No'.

The user will click on 'View/Print' button as per the requirement.

Suppose select 'View'.

After following the above steps, the user can view that Points Summary Report will get generated in Marg ERP Software.