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This text refers to program version 8.4  

POS Button Types in POS Invoices - Loyalty Cards

This page describes the following POS Button Types in POS Invoices:

• Loyalty Bonus Points
  

• Loyalty Card

See also:

• Full Details about Loyalty Cards
  

• POS Button Types connected with Payment - includes a description of the "Loyalty Points Payment" button
  

• Index of POS Button Types

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Note that if a till or cash machine has a live-sync connection to the server, you cannot use Loyalty Cards on that till when it is not connected to the server.

Loyalty Bonus Points

Function

Adds bonus points to a Customer's Loyalty Card.

Requirements

Requires a supervisor to log in: can only be used by a cashier or supervisor whose Access Group gives access to the 'Loyalty Bonus Points on Touch Screen Invoice' Action.

To add the Loyalty Card to the POS Invoice, use the "Loyalty Card" button described below or use the "Customer Search" button to change the Customer to one who has a Loyalty Card.

Workflow

1. Click or touch the "Loyalty Bonus Points" button.
   

2. If the cashier does not have the necessary access right, the 'Login' window will appear, allowing a supervisor to log in.
   

3. The 'Loyalty Bonus Points' window appears:
   

   

4. The supervisor should enter the number of bonus points being awarded in the Bonus Points field.
   

5. If you are using a touch screen, use the numeric keypad to enter amounts, and touch the [Enter] button to move from field to field.
   

6. Click or touch [Proceed] to add the bonus points to the POS Invoice, or [Cancel] to abandon them.
   

7. A line will be added to the bottom of the POS Invoice, showing the bonus points awarded.
   

8. Control of the till will be passed back to the cashier.

Loyalty Card

Function

Adds a Customer's Loyalty Card to a POS Invoice, so that points can be added to the Card account.

Workflow

1. Click or touch the "Loyalty Card" button.
   

2. The 'Loyalty Card' window appears:
   

   

3. Scan the Loyalty Card or enter its number using the keypad.
   

4. Click or touch [Proceed] to add the Loyalty Card to the Invoice or [Cancel] to return to the POS Invoice without adding it.
   

5. The Customer in the POS Invoice will change to the cardholder of the Loyalty Card.

Notes

If you use the "Customer Search" button to change the Customer in a POS Invoice and the new Customer has a Loyalty Card, that Loyalty Card will be added to the POS Invoice automatically.

Please refer here for more details about Loyalty Cards.

Equivalent POS Command

Loyalty Card No.

Loyalty Points Payment

Use the "Loyalty Points Payment" button when you need to receive Loyalty Card points in payment for a POS Invoice. Please refer to the page describing POS Button Types connected with payment for full details.

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Configuring the POS Invoice Window:

• Introduction
  

• Placing Buttons, Tools and Functions in the POS Invoice Window
  

• Adjusting Elements in the POS Invoice Window
  

• Descriptions of Individual Button Types
  

• POS Commands
  

• Descriptions of Individual POS Commands
  

• Connecting Printers
  

• Credit and Debit Card Payments

Go back to:

• Home page for Point of Sales manual
  

• Home page for Standard ERP manual

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