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.
I. Set Loyalty Point Expiration Date
Step 1. Go to Setup, Click More Menu, then Choose Application
Step 2. Go to the Loyalty Tab, Set the Expiration Date, and Click the Save button
The minimum expiration date for loyalty points is 1 month.
II. How Expiration Date Works
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.
Step 1. Make Sales Transaction
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.
Step 2. View Point Expiration Date on Customer Detail
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)
Step 3. Make Sales Transactions with the Same Customer
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
Step 4. View Another Point Expiration Date on Customer Detail
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.
Step 5. Make Another Sales Transaction
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)
For more information about the Loyalty point on Deal POS, you can see the article collection here: Loyalty Point
To enable the Loyalty Point from your Deal POS account, you might try to follow the steps here: Member Point (Loyalty Program)
To see the reports and current balance from the loyalty points, you can read this article: Loyalty Point Reports and Current Balance
To set the Earned point amount and Redeem point value from a Loyalty Point, you can read this article: Point Configuration Setup in Deal POS