Customer Points Programs

Customer Points, or Loyalty Programs, are used to reward customers with in house credit for purchases they make. The Points Program can be setup to credit a customer, with points based on a percentage of products and services sold through the cash register system.

Note: Points are rewarded when the cash register ticket is closed, therefore, if a customer has an appointment, the hold ticket must be closed to redeem the points programs.

First, start by enabling the points program. Under the main menu bar, you will see Customer / Points Program. Select this menu option, and you will see a popup dialog to setup and configure the points program.
This dialog is used to enable or disable the points program. To enable, click the Enable Customer Points Program check box, and the two fields below will become enabled. To disable at any time, clear the check box. Note: Disabling this feature will not clear any values in the Credit field. You can disable the feature during periods you do not want to enable rewards, and then re-enable when you want to award points. The conversion factor field is used to determine how many award points will be awarded to each customer at the time of cash out. Think of this field as a percentage of the sale. For example, if I want to award 1 point for every dollar spent, I would enter 1 in this field. This value is multiplied by the total sales price of the ticket, including tax, and then added to the Credit field for the customer. Let say I want to award 1 point for every $10 spent, I would enter .1 or 0.1 in this field. This would result in 10% of the sale, being awarded in points. Note: Points are stored in whole amounts, therefore, the actual point number will be rounded up. For example, 10% of a $19.99 sale, would result in 1 point. You can also change the name of the Credit field displayed on the customer screen, to reflect the type of program your running. For example, if I want to call this program, Points Program, I would enter that in the Credit Field Name.
Once the point system is setup, you can check the credit amount, or points value, from the Customer screen. Select a custom, change to the Account tab, and you will see the Credit field, renamed to the value you entered in the setup. The points conversion factor will also be displayed below the field as well.

Note: You can also process a  Manual Gift Card deduction while modifying a register item, and have the redeemed line item amount be deducted from this points system. This allows you to process customer redemption through the cash out process with out having to issue a gift card.