How do I Issue Loyalty Cards?
From Catalyst
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.
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
- Selling stock at point of sale
- How do I set up a Customer Loyalty Scheme?
- How do I Redeem Loyalty Points?
- 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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