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Use the following procedure to make sure customers receive their points:
- In Log onto you Readysell test system.
- Review the customer card to confirm they are setup properly to receive loyalty points. Also note down the current points balance for the customer card.
- Review a product (and/or product category) to confirm the points gained for a product are setup correctly.
- In the Readysell navigation bar, select Sales to process a sale.
- Click Insert to insert a new sales record.
- Select the customer’s Customer Code. You must enter the customer code, otherwise Readysell will not be able to assign points.
- Enter the customer order number if there is one, then click OK.
- Enter your operator code.
- Enter or scan the product you are selling.
- Enter the Quantity Sold and any other necessary information to record the sale. When you have finished, click OK to accept the sale.
- Tender the sale off as usual.
- Check the invoice or receipt layout printed. The report should show the customer card's points balance as well as any points gained or used by the sale.
- Review the customer card. The points gained, points used and points balance should have changed by the amount you expected.
Gaining points through special offers
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Customers will only be able to redeem products if they have accumulated enough points to cover the points used by the products being redeemed. Otherwise they will be shown a warning message.
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