When you're using a loyalty point or membership point program on your DealPOS account, If the customers make a sell transaction and get the loyalty point, the loyalty point will expire if the customers don't use it for a certain period.

You can follow the steps below to see the detailed scenario from the loyalty point expiration date.

Notes:

The minimum expiration date for loyalty points is 1 month.

The Expiration Date from the loyalty point is using the Rolling Expiration Date Method. In the rolling expiration date method, the loyalty point used in the last transaction is the point from which the expiration date is closest to being expired.

If the point from the closest expired date is insufficient to be used, then it will automatically deduct points from the second closest expired date.

Go to sell and make sales transactions that will increase the customer's point. In the example below, current customers have no loyalty points (marked by the absence of pop-ups appearing under the customer's name). She will gain loyalty points after the transaction is completed

After the transaction is completed, there will be a description in the point balance tab that shows you how many loyalty points are gained from that customer.

Go to the Contacts menu, click on the customer's name, and see the expiration date from that point gained from the last transactions.

The current point from the customers is 2, and it will expire on 01 Jan 2024 (1 month from the last transaction where the point is gained)

In this example, we create a new customer invoice on 12-04-2023, We're going to see how the expiration date will be calculated if the customer is making a new transaction in the future

After the transaction is completed, the loyalty point from that customer will be increased based on the new transactions. And there will be a new expiration date for the point of the transaction

Go to the Contacts menu, click on the customer's name, and see the new expiration date from that point gained from the last transactions.

The current point from the customers is 4 and if we click the Expiry button from the loyalty point tab, the point is separated into two different expiration dates. 2 points from the transactions on 01 December 2023, and 2 points from the transactions on 04 December 2023.

Create a new transaction using points from a customer to see which expiration date points will be used first.

After the transaction is completed, go to the Contact menu to see the loyalty expiration date from that customer

From the example above, the total number of point used is 1, which reduces the point from the closest expiration date to the current date (it reduce the point that will expire on 01 Jan 2024)