Earn Points
Go to 'POS App' → Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab
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Earn Points - Image 01
Form Information
- Select an Item
- Selected Item Name, Quantity and Price details are displayed here
- Click on Charge Button
Earn Points - Image 02
Form Information
- Select the Payment Method
- Total Amount is displayed here
- Click on Customer Icon to select the customer
Earn Points - Image 03
Form Information
- Select the Customer
Earn Points - Image 04
Form Information
- Customer is successfully selected
- Click on Charge Button
Earn Points - Image 05
Form Information
- Click on Add To Receipt Button
Earn Points - Image 06
Form Information
- Successfully completed the sale with loyalty customer
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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
Redeem Points
Go to 'POS App' → Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab
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Redeem Points - Image 01
Form Information
- Select an Item
- Selected Item Name, Quantity and Price details are displayed here
- Click on Charge Button
Redeem Points - Image 02
Form Information
- Click on More Button
Redeem Points - Image 03
Form Information
- Select Points as the Payment Method
Redeem Points - Image 04
Form Information
- Selected Payment Method is displayed here
- Available Points Amount is displayed here
- Click on Customer Icon to select the Loyalty Customer
Redeem Points - Image 05
Form Information
- Select the Customer
Redeem Points - Image 06
Form Information
- Remaining Points Amount according to the selected customer is diplayed here
- Click on Add To Receipt Button
Redeem Points - Image 07
Form Information
- Customer is selected here
- Click on Charge Button
Redeem Points - Image 08
Form Information
- Successfully completed the sale with loyalty customer
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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 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
Go to 'Back Office' → Click 'More' Tab → Click 'Loyalty' Tab → Select 'Add Program'
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Create Points Based Loyalty Program - Image 01
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
Go to 'Back Office' → Click 'More' Tab → Click 'Loyalty' Tab → Select 'Add Program'
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Create Customer Segments in Loyalty Program - Image 01
Form Information
- Select Yes on Maintain Customer Segment
- 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
Go to 'Back Office' → Click 'More' Tab → Click 'Loyalty' Tab → Select 'Credit Based Loyalty Programs'
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Create Credit Based Loyalty Programs - Image 01
Form Information
- Turn On Enable the program
Create Credit Based Loyalty Programs - Image 02
Form Information
- Provide the Points Amount
- Select the Customers
- Click on Add Points Button
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Assign Loyalty Plans to Customer
Go to 'Back Office' → Click 'More' Tab → Click 'Customers' Tab → Click 'Customer Registration' Tab
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Assign Loyalty Plans to Customer - Image 01
Form Information
- Put a tick, if you recommended the customer as Loyalty Customer
- Select the Loyalty Program
- Click on Save Button
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