Loyalty | SalesPlay Help Center

Loyalty - POS System

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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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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Add Points Based Loyalty Program

Go to 'Back Office' → Click 'More' Tab → Click 'Loyalty' Tab → Select 'Add Program'

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Add 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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Add Customer Segments in Loyalty Program

Go to 'Back Office' → Click 'More' Tab → Click 'Loyalty' Tab → Select 'Add Program'

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Add 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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Add Credit Based Loyalty Programs

Go to 'Back Office' → Click 'More' Tab → Click 'Loyalty' Tab → Select 'Credit Based Loyalty Programs'

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Add Credit Based Loyalty Programs - Image 01

Form Information
  • Turn On Enable the program

Add 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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Add Points Based Loyalty Program

Go to 'Back Office' → Click 'More' Tab → Click 'Loyalty' Tab → Select 'Add Program'

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Add 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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Add Customer Segments in Loyalty Program

Go to 'Back Office' → Click 'More' Tab → Click 'Loyalty' Tab → Select 'Add Program'

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Add 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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Add Credit Based Loyalty Programs

Go to 'Back Office' → Click 'More' Tab → Click 'Loyalty' Tab → Select 'Credit Based Loyalty Programs'

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Add Credit Based Loyalty Programs - Image 01

Form Information
  • Turn On Enable the program

Add 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

Was this helpful?

                          


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

Was this helpful?