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:
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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
- Click or touch the "Loyalty Bonus Points" button.
- If the cashier does not have the necessary access right, the 'Login' window will appear, allowing a supervisor to log in.
- The 'Loyalty Bonus Points' window appears:
- The supervisor should enter the number of bonus points being awarded in the Bonus Points field.
- 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.
- Click or touch [Proceed] to add the bonus points to the POS Invoice, or [Cancel] to abandon them.
- A line will be added to the bottom of the POS Invoice, showing the bonus points awarded.
- 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
- Click or touch the "Loyalty Card" button.
- The 'Loyalty Card' window appears:
- Scan the Loyalty Card or enter its number using the keypad.
- Click or touch [Proceed] to add the Loyalty Card to the Invoice or [Cancel] to return to the POS Invoice without adding it.
- 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:
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