Difference between revisions of "How do I Redeem Loyalty Points?"
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* The number of points that are going to be earned from this sale will be displayed above the {{DataPrompt|Total:}} in the bottom-right corner of the screen. | * The number of points that are going to be earned from this sale will be displayed above the {{DataPrompt|Total:}} in the bottom-right corner of the screen. | ||
* Click {{Button|Checkout}} to move to the {{DataPrompt|Payments}} screen. | * Click {{Button|Checkout}} to move to the {{DataPrompt|Payments}} screen. | ||
| − | * Click {{DataPrompt|Loyalty Points}} to pay all or part of the outstanding balance using the points the customer has previously earned. | + | * Click {{DataPrompt|Loyalty Points}} to pay all or part of the outstanding balance using the points the customer has previously earned. |
* Points acquired from this sale will be added to the Loyalty Card after the sale has been completed. | * Points acquired from this sale will be added to the Loyalty Card after the sale has been completed. | ||
Click {{Button|Post}} to complete the sale as normal. | Click {{Button|Post}} to complete the sale as normal. | ||
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* At {{DataPrompt|Account:}}, enter the account code of the customer who the order is for. | * At {{DataPrompt|Account:}}, enter the account code of the customer who the order is for. | ||
* Set up the invoice in the normal way and move to the {{DataPrompt|Payments}} tab. | * Set up the invoice in the normal way and move to the {{DataPrompt|Payments}} tab. | ||
| − | * Click {{DataPrompt|Loyalty Points}} to pay all or part of the outstanding balance using the points the customer has previously earned. | + | * Click {{DataPrompt|Loyalty Points}} to pay all or part of the outstanding balance using the points the customer has previously earned. |
* Points acquired from this order will be added to the Loyalty Card after the order has been invoiced and paid for. | * Points acquired from this order will be added to the Loyalty Card after the order has been invoiced and paid for. | ||
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* [[How do I Check who a Loyalty Card belongs to?]] | * [[How do I Check who a Loyalty Card belongs to?]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|customer, loyalty, scheme, card, redeem points, issue points}} |
| + | {{KB_ST}} | ||
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{{KB_Ref|LY01}} | {{KB_Ref|LY01}} | ||
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Revision as of 12:15, 21 December 2018
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
Contents
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:
- Stock Control's "Point of Sale".
- Sales Order Processing.
See How do I set up a Customer Loyalty Scheme? for information on setting up the scheme.
Redeeming Points
Point of Sale
To redeem points from a Loyalty Card in "Point of Sale":
- Enter all the items the customer is buying in the normal way.
- Before pressing [Checkout], scan the customer's loyalty card using the barcode scanner. The customer's name and the number of points available to them will be displayed.
- The number of points that are going to be earned from this sale will be displayed above the "Total:" in the bottom-right corner of the screen.
- Click [Checkout] to move to the "Payments" screen.
- Click "Loyalty Points" to pay all or part of the outstanding balance using the points the customer has previously earned.
- Points acquired from this sale will be added to the Loyalty Card after the sale has been completed.
Click [Post] to complete the sale as normal.
Sales Order Processing
To redeem points from a Loyalty Card in Sales Order Processing:
- Create a sales order in the normal way:
- Whilst creating the sales order, use the <Alt+F3> option to assign a loyalty card to the sales order.
- Once a loyalty card has been assigned, the card will earn points from the sales order.
- Go to " Sales Order Processing Order Invoicing".
- At "Account:", enter the account code of the customer who the order is for.
- Set up the invoice in the normal way and move to the "Payments" tab.
- Click "Loyalty Points" to pay all or part of the outstanding balance using the points the customer has previously earned.
- Points acquired from this order will be added to the Loyalty Card after the order has been invoiced and paid for.
See also
- Selling Stock at Point of Sale
- How do I set up a Customer Loyalty Scheme?
- How do I Issue Loyalty Cards?
- How do I Check how many Loyalty Cards have been Issued?
- Exporting Contact Details for Loyalty Cards
- How do I Check Loyalty Card Balances?
- How do I Check how many Loyalty Points have been Redeemed?
- How do I View Loyalty Points that have Expired?
- How do I Check who a Loyalty Card belongs to?
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Tags
LY01
