Accruing / Redeeming Loyalty Points

Before processing customer loyalty sales, the loyalty program needs to be set up first.

Click HERE to learn more about setting up the loyalty system in Retailer.

Processing a Loyalty Sale

1. In the Point of Sale screen:
• Press the [F9] key on your keyboard and select the customer from the Find Customer Screen.
• Click on the your on-screen Loyalty button and select the customer from the Find Customer Screen. Click HERE to learn about setting up an on-screen loyalty button.
• Scan or enter the customer barcode from the loyalty card. Click HERE to learn about setting up customer loyalty cards.
2. If you set to prompt for a sale type, a sale type selection screen will appear. Choose between Cash Sale or Invoice Sale and press OK.
3. Scan or enter the items as usual.
4. The customer's loyalty points balance will appear on the bottom-right of the screen.
5. End the sale as usual.
   

Points that are earned on a sale are automatically removed if the sale is deleted, or refunded.

Redeeming Loyalty Points

1. In the Point of Sale screen:
• Press [Crtl]+[Z] on your keyboard and select the customer you wish to redeem points for.
• Click on the on-screen Redeem Loyalty button and select the customer you wish to redeem points for.
2. Scan or enter the items as usual. Any discounted items will be highlighted in grey automatically.
3. The customers loyalty points balance will appear on the bottom-right of the screen.
4. End the sale as usual.

Learn how to manually adjust loyalty points HERE

• Related Articles

• Setting Up Loyalty

  We have a video guide on setting up Loyalty Points in Retailer - Loyalty Points - Setup, Earning, Redeeming and Managing Retailer's Loyalty module allows customers to earn loyalty points for each sale performed, the number of points based on ...

• Manually Increase / Decrease Loyalty Points

  On the main screen of Retailer, click on the Customer icon. Alternatively, on the top menu bar of Retailer, click on Customers -> Customer Screen. Search for the particular customer by clicking on the magnifying glass icon at the bottom of the ...

• Converting Loyalty Points to Discount Vouchers

  Converting loyalty points to discount vouchers is a different way you can reward your customers. This can be done as a regular process to use customers loyalty points or as a one off to transition from a loyalty reward points based program to a ...

• Check Gift/Loyalty Card number for Card Printer/Supplier

  How to check Gift Voucher/Card number Click on Reports at the top (Retailer main screen). Click on Sales Reports. Click on Gift Voucher Report. Put in a Start Date of a few months before the current date, to cover the period when a Gift Card was last ...

• Customer Loyalty Report

  Report Summary The Customer Loyalty Report can be used to display different information about your Loyalty program. The report can display the following information: how many Loyalty Points customers have earned and redeemed. see when customers have ...