Simon Clive at 01:28, 21 December 2011

2011-12-21T01:28:26Z

Simon Clive: Created page with "Loyalty Program Setup Do you know how the Loyalty Program works? Select Utilities tab Select Preferences button Select Sales tab Scroll to the bottom - Reward Points Now enter..."

2011-06-28T03:03:56Z

Created page with "Loyalty Program Setup Do you know how the Loyalty Program works? Select Utilities tab Select Preferences button Select Sales tab Scroll to the bottom - Reward Points Now enter..."

New page

Loyalty Program Setup

Do you know how the Loyalty Program works?

Select Utilities tab
Select Preferences button
Select Sales tab
Scroll to the bottom - Reward Points

Now enter

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 ] Leave these as defaults but they can be changed if you
Account for Expired Reward Points ] want to- they can be adjusted by Journal entries if
Expense Account for Reward Points ] required

Expires No of Months from Date of Purchase - Enter the default number of months before the points will expire

Now while in Preferences go to the POS Preferences

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)

@@ Line 1: / Line 1: @@
-Loyalty Program Setup
+'''Loyalty Program Setup'''
-Do you know how the Loyalty Program works?
+Do you know how the '''Loyalty Program''' works?
-Select Utilities tab
+*Select the '''Utilities''' module and then the '''Preferences''' button
-Select Preferences button
+*Select the '''Sales''' tab and then '''Scroll''' down to the '''Reward Points''' field and enter in the following
 Select Sales tab
-Scroll to the bottom - Reward Points
-Now enter
+'''Value for Redeemed Points''' - Eg 1 point = $1
-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
 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	]	Leave these as defaults but they can be changed if you
+'''Decimal Places to allow for''' - 0 to 4 Recommendation would be to set it to 0
-Account for Expired Reward Points	]     	want to- they can be adjusted by Journal entries if
-Expense Account for Reward Points 	]	required
-Expires No of Months from Date of Purchase - Enter the default number of months before the points will expire
+'''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
-−
-Now while in Preferences go to the POS Preferences
-Receipt templates
+'''Expense Account for Reward Points''' - Usually COGS for Reward Points<br>
-Here you can enter what you like which will print out on your receipt printer.
+'''Expires No of Months from Date of Purchase''' - Enter the default number of months before the points will expire
-If you right mouse click there is also a number of data based fields that will pop into the receipt eg Dear (customer name)

12 Loyalty Setup - Revision history

Simon Clive at 01:28, 21 December 2011

Simon Clive: Created page with "Loyalty Program Setup Do you know how the Loyalty Program works? Select Utilities tab Select Preferences button Select Sales tab Scroll to the bottom - Reward Points Now enter..."