You must have setup the loyalty system for at least set up loyalty points for customers and products properly in order for the loyalty system to work properly. This includes recording points against a product, and enrolling At a minimum, you must do the following:
- enrol customers in the loyalty program (contact Readysell if you want to enrol all customers in one go)
- record points against products (see Reviewing loyalty points on products for more information on how you can see if loyalty points have been set up for products.)
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Checking that customers will gain points correctly
Use the following procedure to make sure customers receive their points:
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- Log onto your Readysell test system.
- Review the customer card to confirm they are set up 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 set up correctly.
- In the Readysell Navigation panel, select Sales then select Shipments to process a sale.
- Click on button Insert to insert a new sales recordshipment record.
- Select the customer’s Customer Code. You must enter the customer code, otherwise Readysell will not be able to assign points.
- Enter Key in the customer order number if there is one, then click on button OK.
- Enter Key in your operator code.
- Enter or Key in or scan the product you are selling.
- Enter the Key in the Quantity Sold and any other necessary information to record the sale. When you have finished, click OK click on button Complete to accept the sale.
- Tender the sale off as usual.
Gaining points through special offers
If you have a product with a zero sales value, Readysell will calculate points based on the quantity rather than the sales price. This allows you to give customers bonus points for particular actions, such as referring a friend, posting on social media, or entering a competition.
For example, if you want to give each customer 1000 points for every referral they make, you would create a Referral Bonus Points product with a sales value of 0 and a Loyalty Points Gained field of 1000. Then, you would add one of these products to the customer’s sale order for each referral they made.
Redeeming points
Once a customer has earned enough points, they can use those points to purchase products. This is known as redeeming points.
You can control the products available by setting the Loyalty Points Used field to be the number of points needed to redeem a single product. When a customer redeems their points, the Readysell system will automatically deduct that number of points. If the Loyalty Points Used field is blank, the product cannot be redeemed for points. For online orders, the Loyalty Points Used field is automatically set.
Customers will only be able to redeem products if they have accumulated enough points. Otherwise they will be shown a warning message.
Points cannot be earned and redeemed in the same transaction. If a customer redeems a product that would normally earn them points, they will not earn any points for that sale.
Viewing a customer’s points balance on the web
- 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.