12 Loyalty Setup
From TrueERP wiki
Loyalty Program Setup
Do you know how the Loyalty Program works?
- Select the Utilities module and then the Preferences button
- Select the Sales tab and then Scroll down to the Reward Points field and enter in the following
Value for Redeemed Points - Eg 1 point = $1
Trigger Group for Redeeming Points - This is the number of points that must be accrued before they can be redeemed
Decimal Places to allow for - 0 to 4 Recommendation would be to set it to 0
Account for sold Reward Points and Account for Expired Reward Points - Leave these as defaults but they can be changed if you want to- they can be adjusted by Journal entries if required
Expense Account for Reward Points - Usually COGS for Reward Points
Expires No of Months from Date of Purchase - Enter the default number of months before the points will expire
- While in Preferences go to the POS Preferences and scroll down to Receipt Templates
- Here you can enter what you like which will print out on your Receipt Printer.
- If you Right mouse click there is also a number of data based fields that will pop into the receipt Eg Dear (customer name)
