Difference between revisions of "12 Loyalty Setup"
From TrueERP wiki
Simon Clive (Talk | contribs) (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...") |
Simon Clive (Talk | contribs) |
||
| 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 | + | *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 | |
| − | Select Sales tab | + | |
| − | Scroll to the | + | |
| − | + | '''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''' 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<br> | |
| − | Here you can enter what you like which will print out on your | + | '''Expires No of Months from Date of Purchase''' - Enter the default number of months before the points will expire |
| − | If you | + | |
| + | |||
| + | |||
| + | *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)''' | ||
Latest revision as of 12:28, 21 December 2011
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)
