Loyalty Points

Loyalty Points

Setting Up

The loyalty points system allows customers to build up discount based on the amount they have spent with you.

Loyalty Points can be setup here Tools > Options > Products > Loyalty Points.

Enable Loyalty Points

Putting a tick in this box will enable the loyalty points system, when the loyalty points system is enabled customers earn loyalty points that can be used to discount future orders.

Redemption value of a single point

When a customer spends loyalty points, the amount discounted off of the order is calculated using this value.

Points earned per 1.00 spent

This value represents the number of loyalty points earned for each pound / euro etc.. that is spent. Upon an order receiving full payment, loyalty points are calculated and added to the customer record. The amount added is determined by this value and the total value of the order.

Days until a point expires

Loyalty points expire after a set number of days after they have been earned. The default is 90 days.

Points earned per product category (note: only applied to new products)

When a particular product is sold, bonus loyalty points can be earned on top of the amount earned per 1.00 spent.
Bonus loyalty points can be set manually on product records (found under the Loyalty Points tab).

If a loyalty points value is added to a category found in the Points earned per product category list, this value will be used for the bonus loyalty point on any new product records added to that category.

Earning Loyalty Points

Once the loyalty points system has been enabled, customers can start earning loyalty points and claiming discount off of orders based on the amount they have earned from previous sales.

First things first, enable the loyalty points system found here Tools > Options > Products > Loyalty Points, setting things up the way you want.

At this stage, if you add a customer to an order, that customer will earn points after full payment has been received. The number of points earned depends on the settings in Options, the total amount of the order and any bonus points setup on individual products.

The amount of loyalty points a customer currently has available, as well as the redemption value of those points can be found on the customer record under the Loyalty Card tab.

The Points Earned value represents the amount of points a customer has earned by purchasing products.
The actual amount that can be discounted off of an order is represented by the Redemption Value.

NOTE: if you have a Points earned by 1.00 spent value of 1 and a Redemption value of single point value of 0.1, then the customer earns the right to discount a future order by 1.00 for every 10 loyalty points spent.

Taking Payment and earning points

So a customer earns points at the moment full payment is taken. This is true whether payment is taken in Point of Sale or Orders and Quotes.

NOTE: Please note, loyalty points are removed if a payment is deleted, this excludes bonus points earned.

Bonus loyalty points can be setup on individual products or on categories / subcategories. These loyalty points are earned upon full payment being taken and are added on top of the Points earned per 1.00 spent loyalty points.

Spending Loyalty Points

Once a customer has earned some loyalty points, they can be spent, discounting the order, reducing the order total. When you have Loyalty Points enabled you will have the option to pay with the current customer's accumulated loyalty points. Just to clarify, the Available Loyalty Points Value is the current real money value of the customer's loyalty points and can be used to discount the order total.

Taking payment via Orders and Quotes
Example below shows an order with a total due of 48.00, 45.50 is paid by cash and 2.50 is paid by loyalty point discount.

Taking payment via Point of Sale
Example below shows an order with a total due of 30.00, 26.00 is paid by cash and 4.00 is paid by loyalty point discount.
Please note, the customer started with a loyalty point balance of 4.80, after 4.00 is spent, 0.80 is left over for use later.

Easify Website V 4.21    © 2017 Easify Ltd ® All rights reserved.