How to configure ServJoy with Server of the POS?

How to create Loyalty for a customer?

Creating a Loyalty Customer
Note: Customer is mandatory for the loyalty.
Steps for creating a Loyalty Customer-
  1. Click Sales > Masters > Customers > Customer Master or press 'Ctrl + C'.
  2. The Customer Master screen is displayed.



  3. In the Details section-
    • The Code field is read-only field and automatically generated.
    • In the Name field, enter the customer name.
    • In the Door No field, enter the address of the customer.
    • In the Telephone field, enter a valid telephone number.
    • In the Credit Balance field, enter the credit balance.
    • In the Credit Limit field, enter the credit limit.
    • In the Credit Days field, enter the days for which the credit amount is valid.
    • In the Valid field, select from the following options:
      • Yes - if the credit is valid. Press Y.
      • No - if the credit is not valid. Press N.
    • In the Valid From field, enter the date from which the credit is valid.
    • In the Valid To field, enter the date to which the credit is valid.
    • In the Company field, select the company.
    • In the Division field, select the division of the company.



  4. In the Miscellaneous section-
    • In the Generate Customer Id field, select from the following option-
      • Yes - if the customer Id need to be generated. Press Y to select.
      • No - if the customer Id need not to be generated. Press N to select.
    • The field Customer ID is read-only and automatically generated when you select the option Yes in the Generate Customer Id field.
    • In the Contact Name field, enter the contact person name.
    • In the Area Name field, enter the area name.
      Note: The default area name is AREA.
    • In the Type Code field, enter the code type.
      Note: The default Type Code is DEFAULT.
    • In the Delivery Boy field, enter the name of delivery boy who is delivering the items.
    • In the Price Level field, select from the following-
      • M.R.P - If price level is maximum retail price.
      • None - if no price level is available.
      • Seasonal - if the price level is based on the season.
      • Whole Sale - if the price level is based on the whole sale rates.
    • In the Discount Perc field, enter the discount in percentage for the customer.
    • In the Container Allowed field, select from the following option-
      • Yes - if the container is allowed. Press Y to select.
      • No -if the container is not allowed. Press N to select.
    • In the Sales Type field, select the sales type.
    • In the With CForm field, the default option is No.
    • In the CST% field, select the central sales tax percentage.
    • In the Loyalty allowed field, select Yes.
    • In the Promotion Scheme allowed field, select from the following option-
      • Yes - if the promotion scheme is allowed. Press Y to select.
      • No - if the promotion scheme is not allowed. Press N to select.
    • In the NetTrade Security field, select from the following option-
      • Yes - if the NetTrade is allowed. Press Y to select.
      • No - if the Net Trade is not allowed. Press N to select.
    • In the Remarks field, enter the remarks for the customer. For e.g - Regular, Irregular etc.
    • In the Customer Group field, select the group of customer.



  5. In the Info section-
    • The field Created by is read-only field and automatically displays the creator of customer.
    • The field Created on is read-only and automatically display the date when the new customer is created.
    • The field Modified on is read-only filed and automatically display the date if the customer modification.
    • The field Modified by is read-only field and automatically display the modification done in customer if any.
  6. Click Save or press F6 to save the details.
  7. A confirmation message is displayed. Click Yes.
  8. Click Close or press F12 to exit the screen.
  9. A confirmation message is displayed. Click Yes.

    • Related Articles

    • Additional Features in Loyalty

      Use the Configuration screen to get the additional features in Loyalty. The Additional Features in Loyalty comprise of: Allow Customer Loyalty Points/Amount - allows giving additional loyalty Points/Amount to the customer while billing the tender ...

    • Do you know how to create a new Item Hierarchy level in RetailEasy?

      What is Item Hierarchy Level? The Item Hierarchy Level is used in Categorizing the items for better understanding, accessibility, and navigation. This can also help you for the Online website or Mobile App category structural designing. What are the ...

    • How to create a customer in ServQuick?

                                                                                                                                                                                                                                                                ...

    • How to create a Loyalty Program?

      Points based loyalty Based on the amount of purchase certain points are offered to the customer as loyalty. For each loyalty point, certain redemption point is assigned. The total loyalty depends upon the purchase amount which could be product based ...

    • What is Loyalty?

      Introduction The loyalty program allows you to promote your sales by providing loyalty to the customers. You can design a loyalty program and it is applied for each sale of the customer. The customer earns certain loyalty based on the bill amount in ...