Difference between revisions of "How do I Redeem Loyalty Points?"

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== Summary ==
 
== Summary ==
 
You may set up a customer loyalty scheme within Platinum which allows you to give customers a loyalty card which they can use to earn points and subsequently redeem those points as discounts on future purchases.
 
You may set up a customer loyalty scheme within Platinum which allows you to give customers a loyalty card which they can use to earn points and subsequently redeem those points as discounts on future purchases.
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The Customer Loyalty module currently works with:
 
The Customer Loyalty module currently works with:
 
* {{ST}}'s {{DataPrompt|Point of Sale}}.
 
* {{ST}}'s {{DataPrompt|Point of Sale}}.
* {{SO}}.
 
 
See [[How do I set up a Customer Loyalty Scheme?|How do I set up a Customer Loyalty Scheme?]] for information on setting up the scheme.
 
See [[How do I set up a Customer Loyalty Scheme?|How do I set up a Customer Loyalty Scheme?]] for information on setting up the scheme.
  
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* The number of points that are going to be earned from this sale will be displayed above the {{DataPrompt|Total:}} in the bottom-right corner of the screen.
 
* The number of points that are going to be earned from this sale will be displayed above the {{DataPrompt|Total:}} in the bottom-right corner of the screen.
 
* Click {{Button|Checkout}} to move to the {{DataPrompt|Payments}} screen.
 
* Click {{Button|Checkout}} to move to the {{DataPrompt|Payments}} screen.
* Click {{DataPrompt|Loyalty Points}} to pay all or part of the outstanding balance using the points the customer has previously earned.  
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* Click {{DataPrompt|Loyalty Points}} to pay all or part of the outstanding balance using the points the customer has previously earned.
 
* Points acquired from this sale will be added to the Loyalty Card after the sale has been completed.
 
* Points acquired from this sale will be added to the Loyalty Card after the sale has been completed.
 
Click {{Button|Post}} to complete the sale as normal.
 
Click {{Button|Post}} to complete the sale as normal.
 
=== {{SO}} ===
 
To redeem points from a Loyalty Card in {{SO}}:
 
* Create a sales order in the normal way:
 
** Whilst creating the sales order, [[How do I Issue Loyalty Cards?#Sales Order Processing|use the {{KeyPress|A-F3}} option]] to assign a loyalty card to the sales order.
 
** Once a loyalty card has been assigned, the card will earn points from the sales order.
 
* Go to {{Menu|{{SO}}|Order Invoicing}}.
 
* At {{DataPrompt|Account:}}, enter the account code of the customer who the order is for.
 
* Set up the invoice in the normal way and move to the {{DataPrompt|Payments}} tab.
 
* Click {{DataPrompt|Loyalty Points}} to pay all or part of the outstanding balance using the points the customer has previously earned.
 
* Points acquired from this order will be added to the Loyalty Card after the order has been invoiced and paid for.
 
  
 
== See also ==
 
== See also ==
* [[Selling Stock at Point of Sale]]
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* [[Selling stock at point of sale]]
 
* [[How do I set up a Customer Loyalty Scheme?]]
 
* [[How do I set up a Customer Loyalty Scheme?]]
 
* [[How do I Issue Loyalty Cards?]]
 
* [[How do I Issue Loyalty Cards?]]
* [[How do I Check how many Loyalty Cards have been Issued?]]
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* [[How do I check how many loyalty cards have been Issued?]]
* [[Exporting Contact Details for Loyalty Cards]]
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* [[Exporting contact details for loyalty cards]]
* [[How do I Check Loyalty Card Balances?]]
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* [[How do I check loyalty card balances?]]
* [[How do I Check how many Loyalty Points have been Redeemed?]]
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* [[How do I check how many loyalty points have been redeemed?]]
* [[How do I View Loyalty Points that have Expired?]]
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* [[How do I view loyalty points that have expired?]]
 
* [[How do I Check who a Loyalty Card belongs to?]]
 
* [[How do I Check who a Loyalty Card belongs to?]]
  
{{KB_Tags|Customer, Loyalty, Scheme, Card, Redeem points, Issue Points}}
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{{KB_Tags|customer, loyalty, scheme, card, redeem points, issue points}}
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{{How}}{{KB_ST}}
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{{KB_Ref|LY01}}
 
{{KB_Ref|LY01}}
{{KB_ST}}
 
{{KB_SO}}
 

Latest revision as of 12:10, 10 February 2023

Summary

You may set up a customer loyalty scheme within Platinum which allows you to give customers a loyalty card which they can use to earn points and subsequently redeem those points as discounts on future purchases.

Customer Loyalty is a separate module which must be installed on your Platinum system. Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page for more information.

Customer Loyalty in Platinum

The Customer Loyalty module currently works with:

See How do I set up a Customer Loyalty Scheme? for information on setting up the scheme.

Redeeming Points

Point of Sale

To redeem points from a Loyalty Card in "Point of Sale":

  • Enter all the items the customer is buying in the normal way.
  • Before pressing [Checkout], scan the customer's loyalty card using the barcode scanner. The customer's name and the number of points available to them will be displayed.
  • The number of points that are going to be earned from this sale will be displayed above the "Total:" in the bottom-right corner of the screen.
  • Click [Checkout] to move to the "Payments" screen.
  • Click "Loyalty Points" to pay all or part of the outstanding balance using the points the customer has previously earned.
  • Points acquired from this sale will be added to the Loyalty Card after the sale has been completed.

Click [Post] to complete the sale as normal.

See also


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Keywords AND Misspellings
customer, loyalty, scheme, card, redeem points, issue points
Tags

LY01