When the loyalty program is enabled, the following is the process for earning points, redemption, and viewing customer's current points


For Set up of Loyalty Program



CUSTOMERS EARNING POINTS:


With the Loyalty Program enabled, points are displayed, so the cashier knows the current points that a customer has. If this is a new customer, the cashier is prompted to ask the customer if they would like to be added to the loyalty program

When the Customer is added to the sales transaction:
When the loyalty program is enabled, current points are visible on the sales transaction screen.

This helps the cashier engage with the customer to encourage being close to attaining a reward or to suggest redeeming points during this sale

When the Customer is not already added to the transaction:
The customer will be prompted at the completion of the sales, asking if they would like to be added to the loyalty program. They will respond with one of the following:
  • If YES, and no existing record exists of the customer, the cashier will add a customer record and the information is added and the points accumulated.
  • If NO, transaction completes and no loyalty points are accumulated
  • If ADD TO EXISTING, cashier selects customer from existing customer records and the points are added to the customer record


When the Customer is added to the sales transaction:
Current points are visible on the sales transaction screen



When the Customer is not already added to the transaction:
The cashier is prompted to ask the customer if they would like to be added, at the close of the sales.

CUSTOMERS REDEEMING POINTS:

If a customer has earned enough points and is redeeming the points the
following steps must be taken:
  • Add the items into the sales cart
  • Edit the item that will be discounted using the loyalty points.
  • Select the loyalty redemption coupon to be applied.
  • The Discount will be displayed on the sales cart.
  • Points will be decremented from the customers total points


 When redeeming loyalty points, select the point level being redeemed from the Edit Item screen.
Looking up Current Points for Customer

From the Customer Screen, the customers current loyalty points are displayed