Setting up loyalty points on an existing customer/s

Owned by Sharon Harden (Unlicensed)
Last updated: Sept 15, 2020
4 min read

NOTES:

  • Process this in Test first to make sure you are getting the results you are after. Only after you run it in Test and are happy with the results do we recommend that you then process this in your Readysell live system.

  • Steps 1 & 2 should only ever be done once and never again. Steps 3, 4 & 5 only need to be repeated for any additional customers.

  • You must speak to Readysell for the second time you need to run this to avoid any mistakes that could cost you for Readysell to fix them.

STEP 1 - Bulk update run to turn all customers off for loyalty

Run a bulk update run to disable loyalty for all customers (if you do not wish all customers to have loyalty turned on, just certain customers)

This step should only be done once ever!

To turn all customers off for loyalty…

  1. Navigation panel > Bulk Maintenance > Bulk Update Runs

  2. click on button New

  3. Key in the name Update all cards to disable loyalty

  4. click on button Extract

  5. Bulk Update Run Set - use the drop down, if the Run Set called Disable Card Loyalty does not exist to select, click on button New (if the run set already exists skip steps a - c and select the run set instead)

    1. Make your run set look like this

    3. Click on button Save and Close

  6. Click on button OK for the bulk update run to run

  7. Review the results (you will see both customers and suppliers in the list, this is okay)

  8. Click on button Post

  9. This will now update ALL of your cards with the loyalty points to be disabled

STEP 2 - Turn on Loyalty for those customer cards you want it on for

  1. Navigation panel > Relationships > Cards

  2. Search for and select the customer card you want this on for (repeat steps 2 - 7 for each customer it needs to be turned on for)

  3. click on tab Settings

  4. click on sub tab Customer Settings

  5. click on sub tab Loyalty Points

  6. Set the Loyalty Points Mode to be Default (i.e. default the loyalty points on a sale to what the product says it should be)

  7. Click on button Save

STEP 3 - Set the System Type of Loyalty to be True

  1. Navigation panel > Administration > Advanced > System Types > LOYALTY

  2. Select LOYALTY-POINTS-ACTIVE

  3. Change the value to read as True

  4. click on button Save

STEP 4 - Run the Loyalty Task

  1. Navigation panel > Administration > Tasks > Populate loyalty points

  2. Click on tab Parameters

  3. Set the value for ClearExistingPoints to be True

  4. Set the value for RefreshCards to be True

  5. Set the value for RefreshSaleInvoices to be True

  6. Set the value for StartDate to be the date that the loyalty points are to start from

  7. Click on button Save

  8. Click on button Run Task Now

STEP 5 - Check the results for those customers

  1. Navigation panel > Relationships > Cards

  2. Filter to show existing customers

  3. Add column to the list view for Loyalty Points Mode

  4. Add column to the list view for Loyalty Points Gained

  5. Add column to the list view for Loyalty Points Balance

  6. Add column to the list view for Loyalty Points Redeemed

  7. Make sure Loyalty Points Mode is set to Default for all relevant customers (If all customer’s are to be set to allow loyalty, you can use the Bulk Update Run to update them at once)

  8. Make sure all other Loyalty Points columns for those customers are set to 0

 

Bulk Update Run if you want to update all customers to be set to allow Loyalty Points

  1. Navigation panel > Bulk Maintenance > Bulk Update Runs

  2. Click on button New

  3. Click on button Extract

  4. Drop down the Bulk Update Run Set selection

  5. Click on button New

  6. Set it to the below:

  8. If you click on Text tab, you can copy and paste using the following, instead of manually setting up the Visual tab [Is Customer] = True And [Status] In ('Active', 'On stop')

  10. Click on button Save and Close

  11. Click on button OK

  12. Review the results on the Lines tab

  13. Delete off any that you do not want to have Loyalty turned on for

  14. If you are happy with the results, click on button Post

  15. It may take a while to post that setting to all of those customer cards but let the system complete the posting of this setting.