Steps
- Go to Inventory → Promotions → Loyalty points and tick Customers earn and use loyalty points.
- Earning: e.g. for every 1,000 spent → 10 points (whole steps - 1,999 earns 10), on the total with tax or before tax.
- A point’s value: e.g. 10 points are worth 1.00. Set the fewest points used at a time, the most of a bill points may pay, and above how many points a manager (sales approve right) must redeem.
- Promotions: a period when a point is worth more - e.g. *Clear your points*, 1–31 December, 10 points = 2.00 - to get people using their points.
- Points are earned when an invoice or a till sale to a named customer is issued (not walk-in customers), and taken back when it is cancelled or credited.
- Redeem at the till with the Points tender (the customer’s points and their value show), or on an open invoice with Redeem points.
- Points a sale earns count from the next sale - they never pay the sale that earned them. A credit note takes back the points of what is returned; cancelling the credit note gives them back.
Good to know
- Using points is a receipt of method *Loyalty points*: no money moves - Dr Loyalty points redeemed (6015, a selling cost) / Cr the customer. Voiding it gives the points back.
- Add or take off points by hand (e.g. points from the old system) on the Loyalty points page, with the reason - someone with the sales approve right.