Difference between revisions of "How do I Issue Loyalty Cards?"

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{{Review}}
 
 
== Summary ==
 
== Summary ==
 
You may set up a customer loyalty scheme within Platinum which allows you to give customers a loyalty card which they can use to earn points and subsequently redeem those points as discounts on future purchases.
 
You may set up a customer loyalty scheme within Platinum which allows you to give customers a loyalty card which they can use to earn points and subsequently redeem those points as discounts on future purchases.
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== Customer Loyalty in Platinum ==
 
== Customer Loyalty in Platinum ==
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The Customer Loyalty module currently works with the {{ST}}'s {{DataPrompt|Point of Sale}}. See [[How do I set up a Customer Loyalty Scheme?|How do I set up a Customer Loyalty Scheme?]] for information on setting up the scheme.
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The Customer Loyalty module currently works with:
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* {{ST}}'s {{DataPrompt|Point of Sale}}.
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* {{SO}}.
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See [[How do I set up a Customer Loyalty Scheme?]] for information on setting up the scheme.
  
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== Point of Sale ==
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== Issuing a New Card ==
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=== Issuing a New Card ===
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If the customer does not have a loyalty card, you can register one to them:
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=== Point of Sale ===
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* Before pressing {{Button|Checkout}}, take a loyalty card which has not yet been given to a customer and scan it using the barcode scanner. You will be presented with a {{DataPrompt|Register Loyalty Card}} popup window.
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If the customer does not have a loyalty card, you can register one to them whilst processing the sale:
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* Before pressing {{Button|Checkout}}, take a loyalty card which has not yet been given to a customer and scan it using the barcode scanner. You will be presented with the {{DataPrompt|Register Loyalty Card}} popup window.
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* Once the card has been registered, the card will be used with the sale and you can complete the sale in the normal way.
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=== {{SO}} ===
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If the customer does not have a loyalty card, you can register one to them whilst editing the sales order.
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* On the {{DataPrompt|Details}} page of {{DataPrompt|Sales Order Properties}}, press {{KeyPress|A-F3}} to open the {{DataPrompt|Accept Loyalty Card}} popup window.
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* At {{DataPrompt|Card Reference}}, take a loyalty card which has not yet been given to a customer and scan it using the barcode scanner.
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** If the card has not been registered, you will be presented with the {{DataPrompt|Register Loyalty Card}}
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* Once the card has been registered, the card will be used with the sales order to earn loyalty points.
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== Registering The New Card ==
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=== Existing Customer ===
 
* If this is an existing customer:
 
* If this is an existing customer:
 
** At {{DataPrompt|Account code:}}, enter or search for the account for this existing customer.
 
** At {{DataPrompt|Account code:}}, enter or search for the account for this existing customer.
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** Press {{KeyPress|Register}}. The loyalty card will now be registered to the customer and you can complete the sale in the normal way.
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** Press {{KeyPress|Register}}.
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=== New Customer ===
 
* If this is not an existing customer or you are not sure:
 
* If this is not an existing customer or you are not sure:
 
** At {{DataPrompt|Name}}, enter the customer's name.
 
** At {{DataPrompt|Name}}, enter the customer's name.
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*** The loyalty card will now be registered to that customer and you can complete the sale in the normal way.
 
*** The loyalty card will now be registered to that customer and you can complete the sale in the normal way.
 
** If {{DataPrompt|Existing Customer Selection}} is not shown:
 
** If {{DataPrompt|Existing Customer Selection}} is not shown:
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*** A new customer will have been created. The loyalty card has been registered to that customer and you can complete the sale in the normal way.
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*** A new customer will have been created.
  
 
== See also ==
 
== See also ==
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* [[Selling Stock at Point of Sale]]
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* [[Selling stock at point of sale]]
 
* [[How do I set up a Customer Loyalty Scheme?]]
 
* [[How do I set up a Customer Loyalty Scheme?]]
 
* [[How do I Redeem Loyalty Points?]]
 
* [[How do I Redeem Loyalty Points?]]
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* [[How do I Check how many Loyalty Cards have been Issued?]]
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* [[How do I check how many loyalty cards have been Issued?]]
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* [[Exporting Contact Details for Loyalty Cards]]
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* [[Exporting contact details for loyalty cards]]
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* [[How do I Check Loyalty Card Balances?]]
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* [[How do I check loyalty card balances?]]
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* [[How do I Check how many Loyalty Points have been Redeemed?]]
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* [[How do I check how many loyalty points have been redeemed?]]
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* [[How do I View Loyalty Points that have Expired?]]
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* [[How do I view loyalty points that have expired?]]
 
* [[How do I Check who a Loyalty Card belongs to?]]
 
* [[How do I Check who a Loyalty Card belongs to?]]
  
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{{KB_Tags|Customer, Loyalty, Scheme, Card, Redeem points, Issue, Points}}
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{{KB_Tags|customer, loyalty, scheme, card, redeem points, issue, points}}
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{{How}}{{KB_ST}}
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{{KB_Ref|LY01}}
 
{{KB_Ref|LY01}}
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{{KB_ST}}
 

Latest revision as of 05:31, 19 June 2019

Summary

You may set up a customer loyalty scheme within Platinum which allows you to give customers a loyalty card which they can use to earn points and subsequently redeem those points as discounts on future purchases.

Customer Loyalty is a separate module which must be installed on your Platinum system. Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page for more information.

Customer Loyalty in Platinum

The Customer Loyalty module currently works with:

See How do I set up a Customer Loyalty Scheme? for information on setting up the scheme.

Issuing a New Card

Point of Sale

If the customer does not have a loyalty card, you can register one to them whilst processing the sale:

  • Before pressing [Checkout], take a loyalty card which has not yet been given to a customer and scan it using the barcode scanner. You will be presented with the "Register Loyalty Card" popup window.
  • Once the card has been registered, the card will be used with the sale and you can complete the sale in the normal way.

Sales Order Processing

If the customer does not have a loyalty card, you can register one to them whilst editing the sales order.

  • On the "Details" page of "Sales Order Properties", press <Alt+F3> to open the "Accept Loyalty Card" popup window.
  • At "Card Reference", take a loyalty card which has not yet been given to a customer and scan it using the barcode scanner.
    • If the card has not been registered, you will be presented with the "Register Loyalty Card"
  • Once the card has been registered, the card will be used with the sales order to earn loyalty points.

Registering The New Card

Existing Customer

  • If this is an existing customer:
    • At "Account code:", enter or search for the account for this existing customer.
    • Press <Register>.

New Customer

  • If this is not an existing customer or you are not sure:
    • At "Name", enter the customer's name.
    • If you have chosen to accept the address at this point, at "Address:", enter the customer's address.
    • If you have chosen to accept the mobile phone number at this point, at "Mobile:", enter the customer's mobile phone number.
    • If you have chosen to accept the email address at this point, at "Email:", enter the customer's email address.
    • Press <Register>. You *MIGHT* now be presented with another popup window "Existing Customer Selection".
    • If "Existing Customer Selection" is shown:
      • You will be shown a list of existing customers whose details closely match the details you have entered.
      • Look through the list, if you find the customer in that list, select and highlight that line and press [Choose] to register the loyalty card to that customer.
      • Alternatively, if the customer is not in that list, press [New] to create a new customer.
      • The loyalty card will now be registered to that customer and you can complete the sale in the normal way.
    • If "Existing Customer Selection" is not shown:
      • A new customer will have been created.

See also


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Keywords AND Misspellings
customer, loyalty, scheme, card, redeem points, issue, points
Tags

LY01

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