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Point Rules - Basic

This function allows you to define the point rules the system should use to determine how points are calculated. See Point Rules for further details.

Figure: Example Point Rules Screen

Location

The location this rule applies to. This can be a specific location or a group. The system will look for rules for the specific location first. If none are found, it will look for rules for that location's parent. It will continue this until it finds at least one applicable rule. Once it finds a rule for a location, it will not look for any further rules.

Category

The customer category to which these points can be given. If this is not entered, the points can be given to any customer.

Type

The type of condition this rule will apply to:

Item

Based on the actual sales revenue for an item. The system checks this rule for every item in the transaction.

Item GP

Based on the actual GP for an item. The system checks this rule for every item in the transaction.

Basket

Based on the total value of the sale. This encourages customers to make larger overall totals per visit. The system checks this rule once for each transaction.

Gaming

Given when change is requested for gaming machines. The system checks this rule once for each transaction.

Tender

Based on the actual amount tendered for a sale or return. The system checks this rule for every tender in the transaction. This is a useful alternative to assigning points on items. If you are in a restaurant or club where you have lots of members, those members may wish to split a transaction in equal amounts to their accounts. This means you can't split the items from the main transaction because this might result in unequal shares. You would use the Split Payments special tender to split the sale between multiple accounts. This means that you would want to calculate points on the amounts tendered so you would use this type of rule.

You should not mix Item and Item GP rules. You should consistently use one or the other.

From/To Amount

The dollar range that this rule applies to. The system will take the dollar value of the transaction and look for the rule which applies to it. For Item and Item GP, the dollar value is the unit sell price while for Basket and Gaming it is the total value of the transaction. In the above picture, an item which earns a $1.10 GP per unit would use the second rule which specifies 2 points per dollar GP.

Amount Increment

Minimum value required to trigger an award within the specified range. Points will only be allocated when the base amount is met and in multiples of this. For example if this is set for 100, a spend of 1000 would give 10 points, a spend of 2000 would give 20 points. A spend of 1500 would give 10 points.

Points/$ Spent or GP$

The number of points earned for each dollar spent. If the type is Item GP then this is the number of points earned for each GP dollar. The system multiples the dollar value by the number of points and rounds the results. In the above picture, assume that you sold 6 units at a $1.10 GP each. The system will calculate item GP x 2 points, that is 6 x $1.10 x 2 = 13.20 = 13 points.

Bonus Points

The number of bonus points to be given. For Item and Item GP, this will be bonus points for each unit bought. This is useful when you want to give a set number of points for a dollar range, for example for items between $5 and $10, the customer gets two points. If you used the Points/$ Spent or GP, you would give different points for different dollar values, for example $5 would earn 10 points and $10 would earn 20 points.

Manufacturer

The manufacturer this rule applies to. If this is not entered, the points can be given for all items.

The system uses these basic rules to calculate the points to give to the customer. If the system calculates at least one point, it then checks the extra rules to see if additional benefits are available. The extra rules are defined on the applicable Bonus Points tabs.

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