All topics
/Selling
Loyalty points
Customers earn points as they spend and redeem them against future purchases.
Steps
-
Open it
Loyalty → Loyalty Program.
-
Set the earn rate
How many points per unit of currency spent.
-
Set the redemption value
What a point is worth when spent, and the minimum balance before it can be used.
-
Earning
Points are added when a sale is completed against a named customer. A walk-in earns nothing.
-
Redeeming
On the POS payment step, apply the customer's points. The value comes off the sale.
Good to know
- The balance is decided by the server, not the till, so the same points cannot be spent twice on two terminals.
- Points redeemed appear as a discount in your sales reports and are posted to their own account in the books.