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Preparing for Loyalty Cards - Loyalty Points, Loyalty Points per Location

Use the Loyalty Points and Loyalty Points per Location settings to specify how points will be awarded from each sale. These points will be added to the Loyalty Cards specified in each Invoice, POS Invoice or Bar Tab.

You should enter separate records to the Loyalty Points setting for each Membership Level. This allows differing numbers of points to be awarded for each Level. If you need a different points-earning calculation to be used in a particular Location (e.g. in a particular shop), use the Loyalty Points per Location setting.
When you specify a Loyalty Card in an Invoice, POS Invoice or Bar Tab, the Card will be awarded points calculated as follows:

  1. The calculation formula will be taken from the record in the Loyalty Points per Location setting for the relevant Location/Membership Level combination.

  2. If there is no such record, then the formula will be taken from the record in the Loyalty Points per Location setting for the relevant Location and with the lowest Level alphabetically.

  3. If there is no record in the Loyalty Points per Location setting for the Location, the formula will be taken from the record in the Loyalty Points setting for the relevant Membership Level.

  4. If there is no record in the Loyalty Points setting for the Membership Level, points will not be calculated.
To enter your points calculation formulae, first ensure you are in the POS or Restaurant modules and click the [Settings] button in the Navigation Centre (or use the Ctrl-S/⌘-S keyboard shortcut). Double-click 'Loyalty Points' or 'Loyalty Points per Location' as appropriate in the resulting list. A browse window will open, listing the records previously entered. Double-click to modify or select 'New' from the Create menu to enter a new record. Illustrated below is the record window for the Loyalty Points per Location setting: that for the Loyalty Points setting is identical with the exception that it does not have a Location field.

Location
Paste Special    Locations setting, Stock module
Specify the Location (e.g. shop) in which the points calculation formula is to be used.

This field is only present in the Loyalty Points per Location setting.

Card Level
Paste Special    Loyalty Card Membership Levels setting, POS/Restaurant module
Specify the Membership Level for which you are defining a points calculation formula.

Comment
This comment will be shown in the browse window.
Use the remaining fields in the header to define an overall points calculation formula that will be used with every Item in each sale (i.e. in each Invoice, POS Invoice and Bar Tab). If you need to define separate points calculation formulae for particular Items or Item Groups that will override the overall formula, use the matrix.
Min. Amount
Specify here the minimum sale value that must be reached before points will be awarded.

In the example illustrated above, the Min. Amount is 10.00. Points will only be awarded from Invoices, POS Invoices and Bar Tabs worth 10.00 or more (including VAT).

Amount, Points
Use these fields to specify how points will be calculated.

The Amount field should contain an amount spent, and the Points field should contain the number of points that will be awarded for that amount. In the example illustrated above, one point will be awarded for each 10.00 (including VAT) spent.

Round Off
Paste Special    Choices of possible entries
Specify how the Amount will be rounded off before the points are calculated. Rounding will always be truncation i.e. it will be carri