PANTHEON™ Help

 Категории
 PANTHEON Help - Welcome
[Collapse]PANTHEON
 [Collapse]PANTHEON упатства
  [Collapse]Guide for PANTHEON
   [Expand]Settings
   [Expand]Orders
   [Collapse]Goods
    [Expand]Mass Printing
     Интеграция PANTHEON с WebShops
    [Collapse]Issue
      ER Diagram for Issue Documents
      Issue Scheme
     [Expand]Issue Document
     [Expand]Internal Issue
     [Expand]Collective Issue
     [Collapse]POSX invoices
      [Expand]Synchronization
       Lines Functions (Buttons)
       Резервации
       Transition to POSX
      [Expand]Log in to POS
      [Expand]Task Bar of POSX Document
       Documents Overview
       Course of work with POS module
       Keyboard Shortcuts
      [Expand]POSX Document Header
      [Expand]POSX Document Lines
      [Expand]Payment Form
      [Expand]Reports
      [Expand]Operations
      [Expand]POSX Settings
      [Expand]Cash Closure
      [Expand]Loyalty Program
      [Expand]Touch menu
      [Expand]Tables
     [Expand]Prepayments Received
     [Expand]TouchScreen POS
     [Expand]Own Use
    [Expand]Receiving
    [Expand]Single Administrative Document (SAD)
    [Expand]Transfer
    [Expand]Price change
    [Expand]Inventory count
    [Expand]Recurrent Invoicing
     Create Consignment Report
    [Expand]Prepare cash discount
    [Expand]Custom warehouses
    [Expand]Stock
    [Expand]Trošarinska skladišča
    [Expand]Material Movements
    [Expand]Income/Expense Comparison
    [Expand]Invoices Issued Report
    [Expand]Invoices Received Report
    [Expand]Value-Added Tax
    [Expand]Overview of Material Movement
    [Expand]Summary Reports
    [Expand]Refresh Stock
   [Expand]Manufacturing
   [Expand]POS
   [Expand]Service
   [Expand]Financials
   [Expand]Personnel
   [Expand]Analytics
   [Expand]Desktop
   [Expand]Помощ
   [Expand]Старите продукти
   [Expand]Messages and Warnings
   [Expand]Additional programs
  [Expand]Ръководство за PANTHEON Търговия
  [Expand]Ръководство за PANTHEON Vet
  [Expand]Ръководство за PANTHEON Фермерство
 [Collapse]PANTHEON потребителски ръководства
  [Expand]Ръководство за потребителя за PANTHEON
  [Expand]Ръководство за потребителя за PANTHEON Retail
  [Expand]Ръководство за потребителя за PANTHEON Vet
  [Expand]Ръководство за потребителя за PANTHEON Farming
[Collapse]PANTHEON Web
 [Collapse]PANTHEON Web Guides
  [Expand]Ръководство за PANTHEON Web Light
  [Expand]Ръководство за PANTHEON Уеб Терминал
  [Expand]Ръководство за PANTHEON Web Legal
  [Expand]Архив на стари продукти
 [Collapse]PANTHEON Web User Manuals
  [Expand]Започване на PANTHEON Web
  [Expand]User Manual for PANTHEON Web Light
   Ръководство за потребителя за PANTHEON Web Terminal
  [Expand]Ръководство за потребителя за PANTHEON Web Legal
  [Expand]Архив на стари продукти
[Collapse]PANTHEON Гранула
 [Collapse]Ръководство за PANTHEON Гранули
  [Expand]Гранула за служители
  [Expand]Пътни заповеди Гранула
  [Expand]Гранула за документи и задачи
  [Expand]Гранула Табло
  [Expand]Гранула за B2B поръчки
  [Expand]Гранула за обслужване на клиенти
  [Expand]Инвентаризация на дълготрайни активи
  [Expand]Гранула за складови наличности
 [Collapse]PANTHEON Granules
   Започване
   Using PANTHEON Granules at Tecta, a fictional company
  [Expand]PANTHEON Granules and activation
  [Expand]PANTHEON Granule Work records
  [Expand]PANTHEON Granule Travel orders
  [Expand]PANTHEON Granule Documents and Tasks
  [Expand]PANTHEON Granule B2B orders
  [Expand]PANTHEON Granule Dashboard
  [Expand]Полеви сервизен гранул
   PANTHEON Granules - FAQ
  [Expand]Инвентаризация на дълготрайни активи
  [Expand]Инвентаризация на склада Гранула
   Архив
[Expand]Потребителски сайт

Load Time: 812,5047 ms
"
   1001655 | 208524 | 404884 | Localized
Label

Loyalty program

Loyalty Program

010378.gif010379.gif89213.gif010380.gif010381.gif010411.gif010382.gif010383.gif

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.

000001.gif

In order to put a Card number on invoice setting must be set in Document Types Settings:

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

000001.gif

Data is shown from menu Settings -> Program -> Loyalty Cards -> Action and cannot be edited/changed here.

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.
Note Note

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.

 

 

 

Оценете темата
Темата беше ли ви полезна?
Коментар
Вашият коментар ще бъде видим и във форума!