When you're using a loyalty point or membership point program on your Deal POS account, If the customers make a sell transaction and get the loyalty point, the loyalty point can be expired if the customers didn't use it for a certain period. You can follow the steps below to see the detailed scenario from the loyalty point expiration date.
Table of Content :
I. Set Loyalty Point Expiration Date
Step 1. Go to Setup, Click More Menu, then Choose Application
Step 2. Go to Loyalty Tab, Set Expiration Date, then Click Save
The minimum expiration date that can be configured is 1 month.
II. How Expiration Date Works
Step 1. Make Sales Transaction
Go to sell and make transaction that will increase the customer's point. In the example below, current customers have no loyalty points. 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 and the expiration date period for the loyalty points gained from that transaction.
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 3, and it will be expired on 24 Mar 2023 (1 month from the last transaction where the point is gained)
Step 3. Make Sales Transaction with Same Customer
In this example, we create a new customer invoice on 01-03-2023, 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 7, and if we click the Expiry button from the loyalty point tab, the point is separated into two different expiration dates. 3 points from the transactions on 24 February 2023, and 4 points from the transactions on 01 March 2023.
Step 5. Make Another Sales Transaction
Create a new transaction using points from a customer to see which expiration dates points will be used first.
After the transaction is completed, go to the Contact menu to see the loyalty expiration date from that customer
The loyalty point used in the last transaction is using 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.
From this example, the total point used is 4, which is containing 3 from the point that will be expired on 24 March 2023, and 1 from the point that will be expired on 01 April 2023.
You might also want to read these related articles below:
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