How does the loyalty reward points work?

*** FOR POS ONLY ***

A "Loyalty reward points" programme allows customers to earn points for payments made on purchases from the POS.  Reward points can be later redeemed and be converted to dollar amounts to offset the future purchase amount. When redeeming reward points, they are treated as one of the payment methods.

The points can also be cancelled if a customer sends a return or gets a refund.

Conditions:

• The customer purchases must be fully paid

Configuration:

• Go to Settings > In the Sales section, click Options
• Look for "Loyalty rewards programme - only for POS" (bottom right-hand side of the page)

• Spent how much to earn one reward point:
  • Enter the amount spent to earn one reward point
• Redeeming one point equals to how much:
  • The currency conversion rate used to convert reward points into a monetary amount when redeeming points through the POS payments page.
• Minimum reward points to use on POS:
  • Specify the minimum no. of points that the customer has earned before the points can be redeemed
• Purchases points validity how many days:
  • Defaults to 365 days (1 year)
• Free voucher or reward points to exclude these product types:
  • Select the product types that are excluded from earning reward points.

Viewing the points history:

To view the total no. of points or the points history for a customer:

• Go to CRM menu > Companies
• Search and click on the company name to view
• Click "Reward points" from the left

This page shows both the paid invoices with points and the redemption details.

Redeeming points:

On the payment window, it shows the following:

• Reward points for this order:
  • Calculated no. of points when the current order is fully paid
  • The final no. of points will be determined by the amount paid minus any redeeming points converted to currency
• Redeemable reward points:
  • The customer's reward points balance
• Points to redeem:
  • Tick this box to redeem points
  • The no. of points to redeem cannot be greater than the points balance or the converted value of the current order.

Note: split payments and reward point redemption cannot currently be used together.

Returns and refunds:

Any returns and refunds will result in a reduction of the customer's points balance.

Online portals or websites:

Reward points are not linked to or integrated with the B2B Portal or website.