Loyalty
    Enroll your customers in a loyalty program to encourage regular purchases and brand loyalty.

Create a Loyalty Setup

  • Navigate to the app menu > Loyalty Setup tab.
  • Once in the Loyalty Setup section, you can track the Loyalty Setups already filled in and create a new Loyalty Setup.
  • To create a new Loyalty Setup, click the “New” button.
  • Enter the Loyalty Setup name and the Points Per Unit Amount.
  • Select the “Active” checkbox and select Organisation and a Business Unit.
  • Save the record to create a Loyalty Setup.

 

Create a Loyalty Program

  • Navigate to the app menu > Loyalty Program tab.
  • Once in the Loyalty Program section, you can track the Loyalty Program already filled in and create a new Loyalty Program.
  • To create a new Loyalty Program, click the “New” button.
  • Enter the Program name and select the “Active” checkbox.
  • Select the Priority, Tier, Loyalty Setup, and Start and End Dates of the loyalty program.
  • Save the record to create a Loyalty Program.

 

Create a Loyalty Card

  • Navigate to the app menu > Loyalty Program tab.
  • Once in the Loyalty Card section, you can track the Loyalty Program already filled in and create a new Loyalty Card.
  • To create a new Loyalty Card, click the “New” button.
  • Select the Loyalty Card name and select the “Active” checkbox.
  • Enter the Customer Account, Contact and Loyalty Program details
  • Enter the Start and Expiration Dates of the card
  • Save the record to create a Loyalty Card.

 

Payment using loyalty

Using Aqxolt ERP, you can make loyalty payments in the following ways:

  • From the ePoS page
  • From the Invoice detail page

Loyalty payments from the ePoS page

  • Create the sales order as described in Creating a sales order through the Sales Orders tab.
  • Navigate to the Payments tab in ePoS and click the “Loyalty” button.
  • Enter the points to redeem and click the “Pay Now” button.

 

  • A Loyalty Type payment record has been created.

Loyalty payments from the Invoice detail page

  • Navigate to the app menu and click on the Invoices tab.
  • Once in the Invoice section, you can track the invoices already filled in and create a new invoice.
  • Select the invoice for payments and on the detail page navigate to the “Redemptions” button.

 

  • The Redemptions page shows the invoice details and the total amount due, along with the available loyalty points and the subsequent loyalty value, as shown below.

 

  • Enter the points to redeem and click the “Pay Now” button.

 

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