Loyalty Program
Loyalty program is set in menu Settings -> Program -> Loyalty Cards:
Here first step is to create Loyalty cards and then to set different actions onto those cards which are then taken in consideration while creating a document where a card number is entered.
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In order to put a Card number on invoice setting must be set in Document Types Settings:
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Loyalty Card
Parameters for creating Loyalty cards have to be set:
General
| Card |
Card ID is enterd. |
| Name |
Card name is entered. |
| Active |
Switch if Loyalty card is active or not. |
| Family Card Allowed |
Switch should be ON if family card is allowed. |
| Own Card |
Switch if Loyalty card is our own loyalty card or any external loyalty card. |
| Prefix |
Prefix of a loyalty card is entered. |
| Card Number Format |
From list of Card number formats a format is chosen by which card numbers will be generated. |
| Create Cards |
With the click on button program opens a window where number of cards we want to create is entered. |
Card Overview
| Loyalty Card |
ID of generated loyalty card. |
| Subject |
To an empty loyalty card a subject could be applied. |
| Active |
Switch if Loyalty card is active or not. |
| Parent loyalty card |
In case card is a loyalty card a parent card can be set here. |
Actions
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Data is shown from menu Settings -> Program -> Loyalty Cards -> Action and cannot be edited/changed here.
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| Action |
Name of Action |
| Active |
Information if Action is active or not. |
| Date from |
Date from which Action is valid. |
| Date to |
Date to which Action is valid. |
Turnover
| Document no. |
Document number for which data is shown. |
| Date |
Date of the document. |
| Basis |
Value of the document without tax. |
| VAT |
Value of the VAT of the document. |
| Rebate |
Rebate on document. |
| Value |
Total value of the document. |