Loyalty cards, setup and operation.
- 03 Jul 2024
- 6 Minutes to read
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Loyalty cards, setup and operation.
- Updated on 03 Jul 2024
- 6 Minutes to read
- Contributors
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General settings
Savings calculation method | Should the calculation of the savings amount be based on the type of savings cards or the savings card percentage from a table. |
Savings system based on table | If it has been specified in the previous setting that a table should be used, you can specify which table should be used here. Cash groups, article categories, or article classifications. Depending on the choice made, the savings system can be set more specifically. Cash groups, for example, offer much fewer configuration options than article categories. |
Saving and redeeming in a transaction | Whether saving is allowed in a transaction in which redemption takes place. |
Saving on net and discount | Is saving allowed on items with a discount? |
Saving with total discount | If a total discount is given, can savings be accumulated on the transaction. |
Saving for total discount | If saving is allowed on a transaction with a total discount, should the savings balance be calculated based on the amount before or after the total discount. |
Other branch loyalty cards | If multiple branches are available, the loyalty cards can be used interchangeably. |
Request verification code if unknown | If a connection is used with a website where the balance can be checked and the customer can enter their personal information, a code must be provided along with the loyalty card number. (usually the postal code is used for this). When activating this setting, a pop-up will appear on the cash register when a loyalty card is scanned and the verification code field is not yet filled. |
Verification code text | The text that the cashier sees when the verification code is unknown. (only applicable if the previous setting is activated). |
Loyalty card withdrawals possible | Whether it is possible to redeem the balance. |
Loyalty card withdrawal only for relationships | The balance of a loyalty card can only be redeemed if it is linked to a relationship. However, it is possible to accumulate points without linking it to a relationship. |
Loyalty card range | Start and end numbers of the loyalty cards. |
Product loyalty rounding factor | If it is set that the customer earns one point per €5,-, when this setting is set to 0.98, it can also be ensured that one point is awarded for an amount of €4.98. For example, with 0.99, one point is earned for an amount of €4.99, but not for €4.98. With 0, no rounding is done at all. |
The advantage of a product loyalty system based on a table instead of a loyalty card type is that it can be specifically set where no points are earned or where potentially more points are earned than the rest. |
Loyalty card percentage on table
The advantage of a product loyalty system based on a table instead of a loyalty card type is that it can be specifically set where no points are earned or where potentially more points are earned than the rest.
Cash groups | Start -> Administration -> Cash groups |
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Product categories | Start -> Administration -> Product categories |
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Product classifications | Start -> Administration -> Product classifications |
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When saving points, 100% can be entered here, which corresponds to the values entered for the type of loyalty card. With 200%, points are saved twice, and with 0%, no points are saved at all.
If the type specifies that a customer earns one point for every €5 spent, and a cash register group specifies 200%, then double the points will be calculated. So, from a cash register group with a percentage of 200%, the customer will receive one point for every €2.50 spent. If points are saved based on the balance, the percentage of the total amount from this group can be specified.
Loyalty card recognition
In order to ensure that a loyalty card can be scanned directly in the cash register without first opening a separate window, a loyalty card recognition (regex) must be specified.
This is possible via Extra -> Settings -> Point of sale -> Regex
For example, a loyalty card range from 00001000 to 00002999
In order to be able to scan these cards directly in the cash register, the following regex is needed:
^0001[0-9]{4}$
^0002[0-9]{4}$
Numbers that start (^) with 0001 and 0002 followed by 4 digits from 0 to 9 without any additional numbers afterwards ($) are recognized as loyalty cards in the cash register.
The ^ determines that the loyalty card must start with 0001 or 0002. The $ ensures that the loyalty card does not look further after a total of 8 digits.
00024587 | is recognized as a loyalty card. |
000245879 | is not recognized as a loyalty card. |
0024587 | is not recognized as a loyalty card. |
Checking if a regex is valid can be done here: http://www.regexr.com/ or http://regexpal.com/
Create loyalty card type
Start -> Administration -> Loyalty card type
Description | Description of the loyalty card |
Short description | Short description of the loyalty card |
Loyalty card type | Here you can choose between identification, points, or amount. An identification card does not have any loyalty functions and can be linked to a customer to easily associate a transaction with a customer at the cash register. This does not provide any additional functionality compared to entering the customer at the cash register without an identification card. When earning points, points are chosen, and when earning balance, balance is chosen. |
Loyalty card percentage | For earning balance, this is the percentage of the total amount that is saved, provided that the "loyalty card calculation method" is set to "loyalty card percentage". See General Settings. |
Value of 1 point | The amount associated with earning one point. For example, if one point is earned for every €5, enter 5 here. |
Recording value amount 1 point | How much is 1 point worth in € |
Minimum value for recording | The minimum amount that must be on the card in order to redeem a balance. PLEASE NOTE this is not the minimum amount that can be redeemed. Upon reaching the minimum value, an amount/points less than the minimum value can also be redeemed. |
Pre-code | It is possible to use multiple loyalty card types in the system. In addition to a loyalty system, it is also possible to use an identification card. It would even be possible to use different types of loyalty systems. Note: If a code is used here, these letters/code from the specified loyalty card number in RetailVista POS will be removed and only then will the result be offered to RegEx to check if a loyalty card has been used. |
Generating loyalty cards
The data of a loyalty card can be viewed via Start -> Loyalty -> Loyalty card info and mutations.
In the sales tab, the sales in which the loyalty card has been used can be seen. The deposits and withdrawals can be found on the "Loyalty card mutations" tab.
It is possible to modify the balance on a loyalty card without the intervention of the cash register. Use the "modify loyalty card balance" option on the general tab for this.
Here, a description/reason for the mutation can be entered along with the amount to be modified.
Redeeming loyalty balance
In the cash register, the balance can be redeemed by opening the loyalty card window. This can be done in different ways, either by pressing a button on the touch cash register, the key combination CTRL + K, or in the menu via Sales -> Loyalty card details.
If the loyalty card has already been scanned before, it will be shown immediately, otherwise it must still be entered. The withdrawn balance can be entered in the "withdrawal balance" field. Depending on the type of loyalty card, this can be in points or amount.
The redeemed balance is offset as a total discount on the transaction. This means that if there is no discount on discount activated, no balance can be redeemed in a transaction with only discounted items.
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