Loyalty and Offer Management
What is the purpose of using offer override and how it works?
Purpose :- The main purpose of using these features is to fix an Item wise offer if an item can have more than one offer. Example :- Let an example if anyone using one offer like get disc of 5% for each quantity. Also another offer like buy 1 that ...
How to Apply Offer Override for Item wise Offer?
Purpose :- The main purpose of using these features is to fix an Item wise offer if an item can have more than one offer. Example :- Let an example if anyone using one offer like get disc of 5% for each quantity. Also another offer like buy 1 that ...
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: Click Sales > Loyalty & Scheme > Loyalty Status. The Loyalty ...
How to configure the Maximum Loyalty Bonus Point allowed?
Maximum Loyalty Bonus Point allowed Use configuration Maximum Loyalty Bonus Point allowed to limit the maximum loyalty bonus point, you can not exceed the maximum loyalty bonus point. On exceeding the maximum loyalty bonus point a message is ...
How to configure a pop-up displaying the loyalty amount point of a customer while selecting the customer?
Popup Loyalty Amount/Point while select customer Use configuration Popup Loyalty Amount/Point while select customer to display a popup message just after selecting the customer with a message informing that if any loyalty points/Amount is available ...
How to acquire loyalty points?
Bill Entry for Loyalty Use the billing screen to acquire the loyalty points/amounts. The steps for Bill Entry are given below- Click Sales > Bill Entry or press Ctrl + B. The Sales screen is displayed. Click SelectCust or press F11, the Name field is ...
How to redeem Loyalty while making a bill?
Loyalty bill redeem % It is mainly used for how much purchase is made on the shop like 100 rupees and i am having 100 loyalty points to remaining to redeem it.I do not needs to allow customer to redeem all remaining i can want to allow like 50 or ...
How to redeem your loyalty during the payment?
Loyalty Redemption in Payment Use Tender Master screen to make Loyalty Redemption in payment for the next purchase. Loyalty Redemption through payment converts the Current Loyalty Points into the Equivalent Values. The Equivalent Values gets deduced ...
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 ...
How to redeem loyalty based on Points?
Loyalty Redemption - Based on Points Use the Loyalty Redemption screen to exchange the loyalty points/amount by gifts and prizes. Steps for Loyalty Redemption based on points: Click Sales > Loyalty & Scheme > Loyalty Redemption. The Loyalty ...
How to set up loyalty points based on the Payments types?
It is used for the loyalty to calculate based on the particular payment type alone. For E.g: when the payment mode credit card is selected then the store has to pay Some Percentage of service Charges to the Bank. So in that case it might consider as ...
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 Loyalty for a customer?
Creating a Loyalty Customer Note: Customer is mandatory for the loyalty. Steps for creating a Loyalty Customer- Click Sales > Masters > Customers > Customer Master or press 'Ctrl + C'. The Customer Master screen is displayed. In the Details section- ...
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 ...
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 ...
How to allow the user to provide extra Loyalty points to a customert?
Allow Customer Loyalty Points/Amount Use configuration Allow Customer Loyalty Points/Amount to give additional loyalty Points/Amount to the customer while billing the tender screen in Bill Entry. Steps for configuring Allow Customer Loyalty ...