Difference between revisions of "13 Reward Points Assigned"
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Simon Clive (Talk | contribs) (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...") |
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| − | Reward Points Assigned | + | '''Reward Points Assigned''' |
| − | How do you manage the Points against Products? | + | How do you manage the Points against Products? |
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| − | + | *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''' | |
| − | $50 they spend on Widgets | + | *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 -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 <br> | ||
| + | *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. | ||
| + | *Tick the '''Use Date Range''' button and apply a '''Date Range''' for the reward point allocation | ||
| + | *If you want points to expire Tick '''Use Expiry Date''' and set either an '''Expiry Date''' or '''Expires no of months from Date of Purchase''' | ||
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| − | + | Setting Reward Points for '''Multiple Products:''' | |
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| − | Once you have | + | *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 | ||
| + | *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 ''' | ||
| + | *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.''' | ||
Latest revision as of 13:10, 21 December 2011
Reward Points Assigned
How do you manage the Points against Products?
- 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
- 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 -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
- 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.
- Tick the Use Date Range button and apply a Date Range for the reward point allocation
- If you want points to expire Tick Use Expiry Date and set either an Expiry Date or Expires no of months from Date of Purchase
Setting Reward Points for Multiple Products:
- Select the CRM module and then theLoyalty Program button - this will open the Single Product Rewards screen
- Select the Multiple button to the right of this screen
- 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
- 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.
