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Member Point (Loyalty Program)
Member Point (Loyalty Program)

Configuration/Setting of Loyalty Point and use on sell menu

Teguh Warsono avatar
Written by Teguh Warsono
Updated this week

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.


I. Activate Feature in Setup Page

Step 1. Go to Setup, Click on More Menu, then Click Application

Go to Tab Application

Step 2. Select Loyalty then Set Loyalty Configuration

Go to Tab Loyalty

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.

OTP Verification Redeem Point

Enable or disable OTP verification before redeeming Loyalty Point.

Expiration Months

Set the expiration time (month) of the loyalty point.

Expiration Type

Type expiration of point.

Notify to Email Group

Notify groups user about Loyalty Point expiration.

Preferred Payment

Automatically use point for payment.

Enable Mix Cash and Point

Enable to use of Cash and Points 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

Choose Outlet

Step 2. Click Edit, choose Loyalty then Enable Loyalty Point, then Click Save

Click Edit in Outlet
Go to Tab Loyalty

III. Earn Point

Step 1. Go to Sell, Input the Customer & Product, then Click Pay

Set Customer in Sell

Step 2. Total Loyalty Points Earned

Total Point Earned

Notes:

1. If you want to set certain products to not earn loyalty points, you can set them to "No" in the Loyalty Point Product setting, or you can check this article Disable Loyalty Point Earning to Products.

Loyalty Point Enabled Product

2. And if you want only products sold at full price (without discounts) to earn points, you can activated this feature.

Exclusive Full Price Product Loyalty

IV. Redeem Point

Step 1. Create a Transaction

Input the customer with the loyalty point, and click the Point of the customer.

Input Customer on Sell

Step 2. Set Point to Redeem

Enter the number of points you want to use, then press Ok.

Set Point Redeem

There will be a discount according to the number of points used.

Check Discount Loyalty

Information on the use of points and gained points will be printed on the print-out invoice.

Point Redeemed

Related Article:


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).

dealpos-trial-indonesia
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