Earn points through the sale
Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab
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Form Information
- Selected Item is displays here (Refer Image 01)
- Click on this Customer Icon to add loyalty customers
- Select the Customer (Refer Image 02)
- Click on 'Add To Receipt' button to add the customer (Refer Image 03)
- After adding the customer, the Customer Icon is changed (Refer Image 04)
- Click on 'Charge' button to sale the purchase item
- Click on 'Charge' button to confirm (Refer Image 05)
- Earned Points are display here (Refer Image 06)
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Redeem points through sale
Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab
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Form Information
- Selected Item is displays here (Refer Image 01)
- Click on this Customer Icon to add loyalty customers
- Select the Customer (Refer Image 02)
- Click on 'Add To Receipt' button to add the customer (Refer Image 03)
- Earned Points are displays here
- After adding the customer, the Customer Icon is changed (Refer Image 04)
- Click on 'Charge' button to sale the purchase item
- Select the Payment Type as “More” (Refer Image 05)
- Select the method as “Points”
- Click on 'Charge' button
- Available Points are display here (Refer Image 06)
- Click on 'Charge' button
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Create Points Based Loyalty Program
Click 'More' Tab → Click 'Loyalty' Tab → Select 'Add Program'
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Form Information
- Select the Program Type as Point Based
- Provide the Program Name
- Enter the Required Bill Value to earn one point
- Percentage for the Bill value will be auto displayed according to the entered data
- If you maintain Customer Segment , Refer how to add customer segment
- Click on 'Save' button
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Create Customer Segments in Loyalty Program
Click 'More' Tab → Click 'Loyalty' Tab → Select 'Add Program'
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Form Information
- Provide the Segment Name
- Enter the Required Minimum Points
- Click on 'Add Segment' to the list button
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Create Credit Based Loyalty Program
Click 'More' Tab → Click 'Loyalty' Tab → Select 'Credit Based Loyalty Programs'
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Form Information
- Enable the program
- Enter the Amount of Points you want to top up
- Select the Customer(s) (You can select all the customers also according to the requirement)
- If you wish to add points click on 'Add points' button
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Assign Loyalty Plans to Customer
Click 'More' Tab → Click 'Customers ' Tab → Select 'Customer Registration'
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Form Information
- Provide Unique Reference Id ' here (if you have your own reference id)
- Select the Customer Title'
- Enter the First Name '
- Enter the Last Name '
- Enter the Mobile Number'
- Enter the Email Address'
- Put a tick, if you recommended the customer as Loyalty Customer'
- Select the Loyalty Program' here
- Click on Save ' button
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Create Points Based Loyalty Program
Click 'More' Tab → Click 'Loyalty' Tab → Select 'Add Program'
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Form Information
- Select the Program Type as Point Based
- Provide the Program Name
- Enter the Required Bill Value to earn one point
- Percentage for the Bill value will be auto displayed according to the entered data
- If you maintain Customer Segment , Refer how to add customer segment
- Click on 'Save' button
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Create Visit Based Loyalty Program
Click 'More' Tab → Click 'Loyalty' Tab → Select 'Add Program'
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Form Information
- Select the Program Type as Visit Based
- Provide the Offer Name
- Enter the Amount of Points required to earn the offer
- Enter the Number of Points per visit
- Upload an Image regarding the offer
- Click on 'Save' button
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Create Customer Segments in Loyalty Program
Click 'More' Tab → Click 'Loyalty' Tab → Select 'Add Program'
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Form Information
- Provide the Segment Name
- Enter the Required Minimum Points
- Click on 'Add Segment' to the list button
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Create Credit Based Loyalty Programs
Click 'More' Tab → Click 'Loyalty' Tab → Select 'Credit Based Loyalty Programs'
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Form Information
- Enable the program
- Enter the Amount of Points you want to top up
- Select the Customer(s) (You can select all the customers also according to the requirement)
- If you wish to add points click on 'Add points' button
Was this helpful?
Assign Loyalty Plans to Customer
Click 'More' Tab → Click 'Customers ' Tab → Select 'Customer Registration'
Was this helpful?
Form Information
- Provide Unique Reference Id ' here (if you have your own reference id)
- Select the Customer Title'
- Enter the First Name '
- Enter the Last Name '
- Enter the Mobile Number'
- Enter the Email Address'
- Put a tick, if you recommended the customer as Loyalty Customer'
- Select the Loyalty Program' here
- Click on Save ' button
Was this helpful?