How customers earn and redeem points

You must have setup the loyalty system for at least customers and products properly in order for the loyalty system to work properly. This includes recording points against a product, and enrolling customers in the loyalty program.

Gaining points through a transaction

Use the following procedure to make sure customers receive their points:

1. Log onto you Readysell test system.
2. 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.
3. Review a product (and/or product category) to confirm the points gained for a product are setup correctly.
4.  In the Readysell navigation bar, select Sales to process a sale.
5. Click Insert to insert a new sales record.
6. Select the customer’s Customer Code. You must enter the customer code, otherwise Readysell will not be able to assign points.
7. Enter the customer order number if there is one, then click OK.
8. Enter your operator code.
9. Enter or scan the product you are selling.
10. Enter the Quantity Sold and any other necessary information to record the sale. When you have finished, click OK to accept the sale.
11. Tender the sale off as usual.
12. 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.
13. 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

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 to cover the points used by the products being redeemed. 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

When a customer clicks My Account, their points balance will be displayed on the welcome screen. Customers can also click Loyalty Points History to view a more detailed record of the points they have gained and redeemed over time.