How to view the status of Loyalty programs?

How to view the status of Loyalty programs?

Viewing the Loyalty Status - Based on Points
Use Loyalty Details screen to view the status and details for loyalty of a customer.

Steps for Loyalty Status of a Customer based on points:
  1. Click Sales > Loyalty & Scheme > Loyalty Status.
  2. The Loyalty Details screen is displayed.



  3. In the Filter Section -
    • In the Select Loyalty field, press ENTER.



    • A list of Select Loyalty Details is displayed, select one of the loyalty scheme based on point.
    • In the Select Customer field, press DELETE. Click ENTER.



    • A list of Select Customer is displayed, select the customer.



  4. In Customer sections-
    • The Sl. No, Customer Name and Points are read-only field and automatically displayed.
    Note: The bill details like Sl. No. Bill No, Date, Ctr, Amount, Pts With Bonus, and Bonus are read-only field and automatically displayed.
  5. Click Clear or press F7 key to clear the screen.
  6. Click Exit or press F12 to exit the screen.
  7. A confirmation message is displayed, Click Yes.

Viewing the Loyalty Status - Based on Amount
Use Loyalty Details screen to view the status and details for loyalty of a customer.

Steps for Loyalty Status of a Customer based on amount:
  1. Click Sales > Loyalty & Scheme > Loyalty Status.
  2. The Loyalty Details screen is displayed.



  3. In the Filter section -
    • In the Select Loyalty field, press ENTER. A list of Select Loyalty Details screen is displayed, select one loyalty scheme based on amount.
    • In the Select Customer field, enter the loyalty customer name.



  4. In Customer sections-
    • The Sl. No, Customer Name and Amount are read-only field and automatically displayed.
    Note: The bill details like Sl. No. Bill No, Date, Ctr, Amount, Cum With Bonus and Bonus are read-only field and automatically displayed.
  5. Click Clear or press F7 key to clear the screen.
  6. Click Exit or press F12 to exit the screen.
  7. A confirmation message is displayed, Click Yes.
    8.

    • 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 ...

    • 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 ...

    • 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 ...

    • Loyalty Redemption Report

      Loyalty Redemption Report The report on Loyalty can be generated by two ways- Loyalty - Date/Customer Wise Summary Loyalty - Customer Wise Detailed Loyalty - Date/Customer Wise Summary Click Report > Sales > CRM > Loyalty - Date/Customer Wise ...

    • What is a Peripheral Status Weighing Scale? How to configure?

      Peripheral Status - Weighing Scale Use a peripheral status screen to know the status of the peripheral devices. It helps you knowing the status of the configuration for peripheral device with the product. Steps for Peripheral Status - Weighing Scale ...