13 Reward Points Assigned - Revision history

Simon Clive at 02:10, 21 December 2011

2011-12-21T02:10:59Z

Simon Clive at 01:17, 21 December 2011

2011-12-21T01:17:43Z

Simon Clive: Created page with "Reward Points Assigned How do you manage the Points against Products? Setting Reward Points for a Single Product: Select CRM tab Select Loyalty Program button - this will open..."

2011-06-28T03:04:37Z

Created page with "Reward Points Assigned How do you manage the Points against Products? Setting Reward Points for a Single Product: Select CRM tab Select Loyalty Program button - this will open..."

New page

Reward Points Assigned

How do you manage the Points against Products?

Setting Reward Points for a Single Product:

Select CRM tab
Select Loyalty Program button - this will open the Single Product Rewards screen
From the Product drop down list select a product that you want to assign reward points to
Enter the number of Points assigned to the product.
Note: This is the number of points per value
Enter the dollar Value for which points are allocated for this product

eg. For Product = "Widget" Points = "1" Value = "$50", you would allocate 1 loyalty point to a customer for every
$50 they spend on Widgets (The actual value of allocated points is set in preferences)

Select the Customer Type you wish to give reward points to from the drop down list.
Turn on Units of Measure and select the desired unit of measure IF you want to allocate different point values
to different units of measure. eg. You may want to only award loyalty points to the product when purchased
by the carton or pallett, but not as individual units.
You can apply a Date Range for the reward point allocation. eg. Double points during a sale etc.
If you want points to expire, set an expiry date or period.

Setting Reward Points for Multiple Products:

Select CRM tab
Select Loyalty Program button - this will open the Single Product Rewards screen
Select Multiple button
Select Product List
Select products (hold down Ctrl to select multiple companies)
Select Set Points to return to the rewards setup screen
Now proceed as per a single product with the exception that Units of measure can only be used for single products.
From the Product drop down list select a product that you want to assign reward points to

Once you have assigned the reward points the next time you go into do an invoice for any Customer of the selected type you will notice the Reward Points will show in the invoice.

@@ Line 3: / Line 3: @@
 How do you manage the Points against Products?
-From the Product drop down list select a product that you want to assign reward points to
+*To set '''Reward Points''' for a '''Single Product''' select '''CRM''' module and then the '''Loyalty Program''' button - this will open the '''Single Product Rewards screen'''
-Eg. For Product = Widget Points = 1 Value = $50, you would allocate 1 Loyalty Point to a customer for every $50 they spend on Widgets (The actual value of allocated points is set in preferences)
+Setting Reward Points for '''Multiple Products:'''
-Select the Customer Type you wish to give reward points to from the drop down list. Turn on Units of Measure and select the desired unit of measure IF you want to allocate different point values to different units of measure. eg. You may want to only award loyalty points to the product when purchased by the carton or pallett, but not as individual units. You can apply a Date Range for the reward point allocation. eg. Double points during a sale etc. If you want points to expire, set an expiry date or period.
+*Select the '''CRM''' module and then the'''Loyalty Program''' button - this will open the Single Product Rewards screen
+*Select the '''Multiple''' button to the right of this screen
-Setting Reward Points for Multiple Products:
+*Select '''Product List''' and then select multiple products by holding down '''Ctrl''' to select.
+*Select the '''Set Points''' button highlighted at the base of the screen to return to the '''Rewards Setup&nbsp;'''
-Select CRM tab Select Loyalty Program button - this will open the Single Product Rewards screen Select Multiple button Select Product List Select products (hold down Ctrl to select multiple companies) Select Set Points to return to the rewards setup screen Now proceed as per a single product with the exception that Units of measure can only be used for single products. From the Product drop down list select a product that you want to assign reward points to
+*Now proceed as per a single product with the exception that '''Units of Measure''' can only be used for single products.
+*Once you have '''Assigned the Reward Points''' the next time you go into do an invoice for any Customer of the selected type you will notice the '''Reward Points''' will show in the '''Invoice.'''
-Once you have assigned the reward points the next time you go into do an invoice for any Customer of the selected type you will notice the Reward Points will show in the invoice.