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Point Rules

Introduction

Points are the basis of rewarding members of your loyalty programme. Points can be given at various times. Points are calculated only if the customer type has been set up to allow points to be calculated. (This is defined in Customer Categories).

When a member joins our loyalty scheme they can be given bonus points. These are set up in the New Member Points tab on the Points Rules task. These points are given by the Customer task when a new customer is added.

When a member purchases goods from us they can be given points based on items, basket value. These are set up in the Basic tab on the Points Rules task.

When a member gets change for gaming machines they can be given points based on the amount of change given. These are set up in the Basic tab on the Points Rules task.

Extra points can be given on purchase points or gaming points, for example double points on Tuesdays. These are set up on the applicable bonus points tab.

Only returning an entire transaction will return points. Returning single items will not return points.

Setting Up The Point Rules

Basic Points

  • Can be calculated on each item, item GP, basket total, tender amount.

  • Can be limited by location. Uses the cost hierarchy to move from specific location to the parent, for example check SHOP1, STATE, ALL for first applicable rule.

Bonus Points

  • Allows you to increase points given.

  • Must have basic points calculated first. Bonus points make an adjustment to basic points.

  • Can be controlled by D/C/G/SG, day of week, date range, time range.

Bonus Dates

  • Gives x points if dates within certain range of a special date, for example birthday.

  • The bonus points are given on each visit, not just once during the applicable date range.

New Member Points

  • Given to new members when the member is created.

Calculating And Storing Points

Points are calculated when the transaction is processed at the back end, NOT at POS.

At POS we can look up the customer and this will get the current points. This number can be printed on the receipt. It will NOT include points from the current transaction because that transaction has not been processed yet.

Points are stored in accounts, like credit accounts, but the currency is in points. Because they are just accounts, you can use all the account functions to print statements, get aged trial balances, and so on. See Accounts for further details.

Customers will have a loyalty points account ( MEMPTS) created automatically.

As points are calculated, a payment transaction is recorded in the account. The value of the transaction is the number of points calculated.

Redeeming Points

Redeeming points means paying for a sale transaction with points. (A check box on the POS 2 tab in System Settings allows the redemption of points in decimal values rather than rounding to a dollar amount.) When the member has made purchases in the past, this will have given them points in their points account. When the member wishes to purchase an item with their points, they are simply using credit from their points account. So in effect, the member is making an account sale. However, the account is recording points, not dollars. This means that we need to be able to translate between points and dollars, so its also like making a foreign currency payment. POS has some features which makes this all work simply.

First of all you need to set up a currency code for the 'points' currency, for example PTS. You should also set up an exchange rate for this as well, for example 10PTS = $1.

In System Settings you record the PTS currency code as the exchange code to use for points. When the user makes a real foreign currency payment, POS will ignore the PTS currency code because its not a real currency.

You need to set up a special tender code to represent payment by points. This also needs to be recorded as the Points tender on the POS 1 tab of System Settings.

When payment is made, the user selects the points tender code. POS will treat this as a combination of foreign currency (convert $ to points) and account (you have enough credit).

When this transaction is processed by, it will generate a sale transaction for the member's points account to show why the points have been used.

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