Loyalty Point is a promotion in the form of reward points given to customers who buy a product that you sell these points can later be exchanged for the reward products that you have prepared. The purpose of using this loyalty point system is to attract new and old customers to continue to buy your product to get or collect points. In the following article, I will explain how to set, activate and use loyalty points.
Table of Content :
I. Activate Feature in Setup Page
II. Enable Loyalty Point at Outlet
III. Earn Point
IV. Redeem Point
I. Activate Feature in Setup Page
Step 1. Go to Setup, Click on More Menu, then Click Application
Step 2. Select Loyalty, Set Loyalty Configuration
Type | Description |
Enable | Enable or disable Loyalty Point for Global Outlet |
Earn Point Amount | Set the amount of transaction to get one point |
Exclusive Full Price Product | The point can only be used for normal price |
Enable Decimal Point | Allow decimal points for the transaction |
Maximum Earned Point / Transaction | Set the maximum earned point per transaction on a customer |
Redeem Point Value | Point to be used to get discount for one unit amount |
Expiration | Set the expiration time (month) of the loyalty point |
Preferred Payment | Automatically use p[oint for payment |
Enable Mix Cash and Point | Enable to use Cash and Point for payment |
Label Name | Labeling Loyalty Name |
II. Enable Loyalty Point at Outlet
After you've done the configuration, all you have to do is activate the loyalty point system at the outlet you want. The steps are as follows :
Step 1. Go to Outlet Menu, Click Any Outlet
Step 2. Click Edit, Enable Loyalty Point, then Click Save
III. Earn Point
Step 1. Go to Sell Menu, Input the Customer, Input the Product, and Click Pay
Step 2. Total Loyalty Points Earned
IV. Redeem Point
Step 1. Create a Transaction
Input the customer with the loyalty point, and click the Point of the customer
Step 2. Set the Points you Want to Use
Enter the number of points you want to use, then press Ok.
There will be a discount according to the number of points used.
Information on the use of points and gained points will be printed on the print-out invoice.
You might also like to read this article:
To see the current balance of a customer's loyalty points, you can see this article: Loyalty Point Report and Current Balance
If you want to make a product that can only be sold by using Point, you can see this article: Product Reward with Loyalty
You can set the loyalty point feature to be disabled for some customers. You can read this article to see the configuration: Disable Loyalty POint for Specific Customers
To set extra cashback for a specific product: Set Extra Cashback for a Specific Product
