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System Settings - Loyalty

This tab allows you to control customers and loyalty settings.

Figure: Example System Settings Screen


Each customer has five categories they can be assigned to. The first category is reserved for use as the customer type. But the remaining four categories can be used to categorise customers as you want, for example employment, hobbies, and so on. This section allows you to name the categories so they have some meaning on the data entry screen.

Category Name 1-5

The description to show on the screen for each of the five categories.

Export Customers Requires Location

If checked, indicates that in the Export Members function the location is required.


This section allows you to control various aspects of customers and the loyalty system.

Generate Automatic Customer Card

If this is checked on, the system will generate a customer card automatically for each new customer added to the system. The card number will be the same as the customer number. This option is useful to have checked on, if you record details for customer orders and laybys, otherwise you will have to enter a card number all the time.

Default Account Type

If you edit a customer at the POS and you create a customer account, the account is automatically created as a specific type, for example member credit account, member debit account, and so on, is specified here. This is the code of the account type, for example MEMCR.

Max# Of Accounts/Customer

Not currently used.

Non-Loyalty Category Codes

There is a difference between customers and members. Customers are people who buy things from you. You need to record customer details when you make a customer order or layby. Members are customers who belong to your loyalty programme. They will have a different customer type (this is the Category 1 code discussed above) to normal customers. This entry contains a comma-delimited list of the normal customers (non-members). If a customer belongs to one of these customer categories, they will not be given loyalty points.

The setting is also used when updating member statistics Update Member Statistics to determine which transactions should be counted as member and non-member transactions.

Multiple Sales In One Day Counts As One Visit

If this is checked on then multiple sales during the one trading day count as one visit for the purposes of updating member statistics Update Member Statistics. If this option is checked off, each sale during a trading day counts as a visit. You would normally have the option checked on for pubs and checked off for retail.

Staff Loyalty Category Codes

Used in conjunction with discounts to apply staff discounts.

Staff Loyalty Default Location

Used in conjunction with discounts to apply staff discounts.

Show Key Line Total

Indicates if Key Line Total is displayed on both the Accounts screen and the Points Account Statement. Key Line Total is a generic term for a custom calculation for a customer account, for example On-board points that are earned whilst on board a vessel.

Key Line Total Reference Match

This is the text used to match the correct account entries when calculating the Key Line Total.

For example, all points earned on-board are marked with ONBO, so by entering ONBO in this field all ONBO records will be added together producing the Key Line Total.

Calc Points on Discounted Items

If this option is checked on, points will be calculated on any transaction which has a discount on it based upon:

Basket Points - Calculated on transaction total.

Item Points - Calculated only items with no discounts. This includes item, sale, offer and tender discounts.

Tender Points - Calculated on tender amount.

'Original Receipt' RETURN returns original points

If this option is checked on and a return is made (using the original receipt) all the points originally earnt are returned not just the returned basic points.

Rounding Rule

New rounding rules that allows the user to specify a rounding rule for Loyalty points calculation. The options are:

Do Not Round

Points awarded will not be rounded (awarded to two decimal places).

Always Round Up

The points awarded per rule (basic, item, basket, and so on.) will always be rounded up to the nearest whole number.

Always Round Down

The points awarded per rule (basic, item, basket, and so on.) will always be rounded down to the nearest whole number.

Round to Nearest

The points awarded per rule (basic, item, basket, and so on) will be either rounded up or down to the nearest whole number using standard rounding rules.

Send Loyalty New Member Email

Controls whether the new loyalty member email functionality is enabled.


The Wholesale section controls settings used to create back office customer orders. When the back office order is accepted, the system will create an order with a pickup/delivery location. The system will find the first till for that location and record the transaction against that till. The Wholesale Location and Wholesale Till default details here in System Settings are only used if no till is defined.

Wholesale Location

The location that the customer order will be associated, for example the warehouse location.

Wholesale Till Code

The code of the till to which the order will be associated, for example TILL1.

Wholesale Till#

The number of the till to which the order will be associated, for example 1245.

Wholesale Operator#

The number of the user to which the order will be associated, for example 99.

Wholesale Price Level

Each item can have five sell price levels. This indicates the price level that will be used for customer back office orders. For example, this would allow you to use sell price level 2 as the wholesale price.

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