Loyalty Cards

Loyalty Cards (Main Menu / Setup / Store / Other / Loyalty Cards)

Overview

The Loyalty dialog is where you define your loyalty program (if any).

Actions

Edit - Edits the current settings.

Save - Saves changes to the current settings.

Cancel - Cancels the current operation.

Close - Closes the Customers form.

Keys - Displays the on-screen keyboard (see On-Screen Keyboard).

Help - Displays the help menu (see Help Menu).

Tool Tips - Hover the mouse cursor over any field descriptor to display a brief description.

Fields

Name - A 40 character alpha-numeric name.

Setup Button - Press this button to have the Loyalty Wizard set up your loyalty cards for use.

Bar Codes Check Box - This is a read only field filled in by the wizard.

Bar Code Prefix - This is a read only field filled in by the wizard.

Check Digit Check Box - This is a read only field filled in by the wizard.

Mag Stripe Check Box - This is a read only field filled in by the wizard.

Mag Stripe Prefix - This is a read only field filled in by the wizard.

Loyalty Membership Fees

Activate Fee Based Memberships - Use to indicate whether or not the loyalty program is fee based.

New Membership Fee - Used to select a PLU number associated with the fee involved with a new membership. Click the yellow folder to the right to display a lookup dialog. Click the red X to the right to remove.

Renewal Fee - Used to select a PLU number associated with the fee involved with renewing a membership. Click the yellow folder to the right to display a lookup dialog. Click the red X to the right to remove.

Membership Period - Used to indicate the number of months the membership is valid (1-999 months).

Default Pricing Tier - Used to assign a pricing tier to new customers (see Customers).

Loyalty Points Formula

Activate Check Box - Use to indicate whether or not a loyalty points program is in effect. When checked the following four fields will appear.

Customer Earns "x" Points for Every "y" in Qualifying Purchases -Fill in the values for x and y as appropriate for your program.

Example

The customer earns 1 point for every $10.00 in qualifying purchases,

Upon Earning "x" points, issue a "y" certificate or gift card - Fill in the values for x and y as appropriate for your program as well as selecting certificate or gift card.

Example

Upon Earning 25 points, issue a $5.00 certificate

In other words, when the customer spends $250 they get a certificate for $5.00