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 Loyalty in the Setup Menu
Step 1. Go to Setup, Click on More Menu, then Click Application
Step 2. Select Loyalty then 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. |
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 in the Outlet Menu
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, choose Loyalty then Enable Loyalty Point, then Click Save
III. Earning Points in the Sales Transaction
Step 1. Go to Sell, Input the Customer & Product, then Click Pay
Step 2. Total Loyalty Points 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.
2. And if you want earn point only for product full price, you can activated this feature.
IV. Redeeming/Using Points in the Sales Transaction
Step 1. Create a Transaction
Input the customer with the loyalty point, and click the Point of the customer.
Step 2. Set Point to Redeem
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.
Related 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
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).