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Calculate Unused Loyalty Points & Expire Loyalty Points
Calculate Unused Loyalty Points & Expire Loyalty Points

Learn how to calculate the unused loyalty points and how to expire the loyalty points

Ridho Alamsyah avatar
Written by Ridho Alamsyah
Updated over a week ago

On Deal POS, there's a feature called loyalty points. Loyalty point is used to make customers gain and collect points from selling transactions based on a certain amount. The points can be used as a discount in the next transaction. The loyalty point can be expired on a certain date when customers didn't use it for a certain period.

When using the loyalty points feature on Deal POS, you might want to calculate the total of unused loyalty points from the customers. Besides calculating the unused loyalty points, you might also want to expire the current loyalty points from the customers manually without waiting for the points to be expired by the date. To calculate the unused loyalty points and expire the loyalty points from customers, you can follow the steps below:

Table of contents:


I. How To Calculate the Unused Points

The Calculate unused points feature is used when you have customers who previously had loyalty points from multiple customer invoices, but the points only have 1 expired date (in the previous version of DealPOS, the expiration date from the loyalty point is only 1 date. Not separated for each customer invoice).

When the unused point is calculated, the expiration date from each point gained from customer invoices will be separated by each customer invoice created date.

Step 1. Go to tools.dealpos.app and log in with your Deal POS Domain

tools.dealpos.app

Step 2. Go to the Loyalty Point menu and choose Calculate Point Unused in History

Loyalty point

Step 3. Tick one of the customer names and click the calculate button

Calculate unused point

The calculated operation is successful. The expiration date from each point gained from that customer invoice will be separated by each customer invoice created date.


II. How To Expire Points Manually

You can manually expire the current loyalty points from the customers without waiting for the points to expire by the date. To expire the points manually, you can follow the steps below:

Step 1. Go to tools.dealpos.app and log in with your Deal POS Domain

tools.dealpos.app

Step 2. Go to the Loyalty Point menu and choose the Expire unused points

Expire unused points

If you have customers that have a loyalty point expiration date is 1 month after they got the points, you can set the expiration date in tools.dealpos.app to 1 day after the date the point will be expired to make the current point from that customer expired. You can see the example below:

Randi Ridwan had 44 Points that will be expired on 20 May 2023

Contact information

If you want to expire the point of Randi, you must set the date in the expire unused point menu at tools.dealpos.app as 21 May 2023 (1 day after the expiration date)

Expire unused points

Step 3. Expire success, go to the contact detail and see the current points from a customer

Expire point succeed

The point will be expired and decreased to 0

Customer point is expired

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