Purpose:

Loyalty programs are a proven method for customer retention in retail. TruePOS provides a simple yet effective loyalty management feature that allows businesses to reward customers with points based on their purchases. These points can be redeemed once they reach a threshold defined by the business owner. The owner has full control over the redemption timeline and point thresholds.

Loyalty management in TruePOS involves three main steps:

1. Setting Loyalty Rules.

2. Mapping Loyalty to Customers.

3. Viewing and Redeeming Loyalty Points.
   

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Before setting up loyalty rules, ensure that loyalty is enabled in your system:

1. Navigate to Master > More > Tools > Master Configuration.

2. Under the Customer section, select the Enable Loyalty attribute.

3. Set the following options based on your requirement:

• Mandatory: Makes loyalty a required field.

• Visible: Displays loyalty settings to users.

• Default Value: Set a default value if needed.

4. Click Save.

Step 1: Setting Loyalty Rules  

TruePOS allows businesses to define multiple loyalty rules. Follow these steps to set up a new loyalty rule:

1. Go to Master > Customer > Loyalty Rules.

2. The Loyalty screen displays all existing loyalty rules.

3. To create a new rule, click New Loyalty.

4. The new loyalty rule setup consists of two tabs:

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• Name: Enter a name for the loyalty program.

• Effective From and Effective To: Set the validity period for the rule.

• Round Off:

• Select Yes to round loyalty points to whole numbers (e.g., 1.9 becomes 1).

• Select No to use the exact value.

• Note: If set to Yes, values like 1.9 and 1.1 will both round off to 1.

• Minimum Redeem Point: Specify the minimum points required for redemption.

• Amount Per Point: Define the monetary value of each loyalty point.

• Minimum Redeem Days: Set the number of days after earning points before they can be redeemed.

Rules Tab:  

• Start Amount: Specify the minimum purchase amount to start earning points.

• End Amount: Define the upper limit for the purchase amount.

• Point Basis Amount: Enter the amount used to calculate loyalty points.

• Earn Point: Define the number of points earned for the specified amount. For example, if 100 is the point basis and Earn Point is 1, customers earn 1 point for every 100 spent.

• Use the + button to add more rules or X to delete rules.

5. Click Save to finalize the loyalty rule.

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To enable loyalty for specific customers:

1. Navigate to Master > Customer.

2. Select the customer and go to the Others Tab.

3. In the Enable Loyalty field, choose Yes to enable loyalty for the customer.

4. Click Save.

Note: For information on creating customers, click on Customer.

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Earned loyalty points can be viewed and redeemed during billing:

1. Go to Sales > Sales Bill.

2. In the Customer field, select the customer. The Loyalty Point field will display the customer’s total earned points.

3. Add the items to the bill and click Save to open the Tender Screen.

4. Press L to access the loyalty options.

5. In the Redeem Amount field, enter the amount to redeem. The redeem amount cannot exceed the current bill total.

6. Click Ok to save the bill.

Notes:

• TruePOS supports only bill-wise loyalty.

• Loyalty rules cannot be modified after creation, except for extending validity.

• The most recently created or updated loyalty rule is applied during point redemption.

• Loyalty details can be viewed under Reports > Master > Customer Loyalty Details.
  

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Q1: Why is the loyalty option not showing in the tender screen despite meeting all conditions?

• Ensure that the "Load loyalty point as discount" configuration is disabled in Business Configuration. If the issue persists, contact our support team via live chat or email.
  

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• The "Minimum Redeem Days" field specifies the number of days from the point’s earning date before redemption is allowed.

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• No, loyalty rules cannot be edited after creation. However, the validity period can be extended.

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• A: No, loyalty points are applied on a per-bill basis.