Steps to set up Loyalty Program

Requirements

This tutorial requires the installation of the following applications/modules:

Create Loyalty program

Create Discounts program

See instructions at How to create Discount and Loyalty program for Sales.

Apply Discount and Loyalty program on PoS

On an opening session, click on Reward to add the discount/loyalty programs.

Press Reward

Then select the reward for the customer. Customer’s point will be auto-calculated base on your set up.

Select the Reward

If the employee select the wrong reward/discount programs, they can reset by pressing the Reset Programs button.

Reset Programs

View loyalty points report

Navigate to Point of Sale > Reporting > Loyalty Points Report.

Loyalty Points Report

You can view the report in the Pivot table or Bar Graph.

Report types

Select the measurements, or group the report as needed.

Select the Reward Report groups

Refer to How to check Pivot Report.