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Point Rules - Bonus Points - Dates

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

This determines whether the extra rule is for birthdays or anniversaries.

Days Before

The number of days before event that this rule will apply to. If you leave these empty the rule will apply to a specific event date.

Days After

The number of days after event that this rule will apply to. If you leave these empty the rule will apply to a specific event date.

Calendar Month

When selected, the birthday or anniversary points are valid for the entire month the birthday/anniversary falls in.

Additional Points/$ Spent

The number of additional points per dollar to be given for each transaction. So by entering 0.01 for basic points, then 0.03 for Birthday points, a transaction worth 100 will earn 4 points.

Multiply Basic Points By

A value entered here means the Basic Points earned will be multiplied by this value and ADDED to the Basic Points. So for example, if the Basic Points earned is 3, and the multiplier is 2, then total points will be 3 + (3 * 2) = 9. The value in this field cannot be negative.

Add Bonus Points The number of bonus points to be given for each transaction.
Restrict to First Visit When checked, the bonus points are given only for the first transaction (sale or customer order). Further transactions will not benefit from Bonus Points. This applies to the 'Valid for Calendar Month' and 'Days Before/After' settings. If a customer returns items in their birthday month, then makes a sale, he/she will be awarded bonus points.
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