If your business offers an exclusive membership program, customers must register as members before shopping. However, on some occasions, customers may wish to make a purchase without registering. In these instances, you do not need to assign a customer name to the invoice and can simply send the E-Receipt. Consequently, the loyalty points shown on both the E-Receipt and the Contact profile will be displayed as 0. To learn more about this workflow, please refer to the detailed article below.
Step 1. Navigate to Sell Menu
Create a transaction but leave blank the customer field
Step 2. Send E-Receipt
Input phone number and click Send Receipt button
Step 3. Verify the Point
Navigate to Contacts menu, search and click the number.
As you can see in the screenshot below the loyalty point is 0
The loyalty points are zero because no customer was assigned when creating the invoice. Since the customer field was left blank, the system could not allocate the points. To ensure points are displayed correctly, please make sure to input the customer before finalizing the invoice. Editing the invoice to add a customer name later is not recommended as well. Therefore, please void the invoice and create a new one.
Related Articles:
If you are new to our membership program. Please refer to the following article: Membership Program Using Loyalty Point (Membership Point)
If you are selling a gift product (can only be pay using points). Please refer to the following article: Product Reward with Loyalty
To view the loyalty points reports. Please refer to the following article: Loyalty Point Report and Current Balance
DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.
With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).
For more detailed financial book-keeping, Books App is available as a separate accounting application. In addition, stock counting becomes easier with the DealPOS Scanner App, which supports barcode scanning features.