Customer Loyalty Rewards

The software has the ability to reward customers with Loyalty Rewards based on the dollar value of sales that have been made.

Customer Set Up

Admin / Defaults / Manage Customer Loyalty Defaults

Set the Sales Value and reward Value, by selecting repeat the Customer will get the repeat reward every time they reach the sales value.

Use the tick boxes to show the information that will appear on the POS dockets and Invoice.

Admin / Defaults / Manage Customer Defaults - Invoices.  Select Show Loyalty Information on Invoices.

Set up the Financial GL Code

Set up a General Leger Account in the Balance Sheet using the GL ID.  This must be set as inclusive for GST and remain an Income Transaction account.

Create a Product Code

Using the Description of Loyalty Reward set the GST Inclusive price to be the same as used in the Reward Value.

On the Setting tab, link the Sales G/L to the GL code that was created previously.

Untick Track Quantities, Allow Discounts and Use Discount Matrix.  You do not want to give a discount on Rewards Points.

Loyalty will be activated from now on.  If you want to retrospectively activate Loyalty points, go to Admin / Other / Retrospectively Activate Loyalty Points Scheme

Enquiry on Customer Rewards

The Customer Enquiry screen and under the details tab are the Rewards details.

• The Liable Sales shows the figure that is used for the Loyalty Scheme. 
• The Last Reward Level is the value that the last reward was earned at.
• The Last Reward Date is the date that the Process Loyalty Rewards was run.
• Next Reward Level will show the reward that will be available with this amount is reached.

Seeing Loyalty Rewards on POS Invoices

To show the Loyalty Rewards on True Type invoices, go to POS / Manage POS Defaults and select Print Loyalty Info

On 40 Column Dockets look at the docket Layout and select as below.

Processing Customer Loyalty Rewards

Loyalty rewards sit under the Customer / Process Loyalty Rewards area until they processed.

A prompt will appear asking to Reset the Loyalty Balances to Zero.  

Select Prepare to see the the balances for all Customers.

Select the Rewards to be processed and Print.

Once printed a prompt will confirm these rewards are actioned.

Processing a Sale with Loyalty Reward Redemption

Create the sale as usual.

Sell the Product Code Loyalty as -1 and the dollar value.  (Looking at the above screen shot there are 6 rewards being actioned)

Before processing the sale the loyalty rewards must be processed. 

The updated Reward information is printed at the bottom of the screen.

• The Last Reward shows the figure that is used for last reward reached in the Loyalty Scheme. 
• The Calculated on uses today's date.  This may be different to the invoice date.
• The Loyalty Value is the figure that is used for the Loyalty Scheme.
• Pending Rewards  it would be expected that the available rewards would show here, but currently this remains 0.00
• Next Reward  will show the reward that will be available with this amount is reached.

The processing of Rewards is a manual process and at this stage the invoice will not show the available rewards. These are available under the Process Loyalty Rewards utility.

 Any Actioned rewards will show as yellow on the Customer Loyalty Screen when the box is ticked.