How to Set Up a Loyalty Program?

Loyalty programs reward a company’s repeat customers with discounts, special offers, and other incentives to encourage customers to come back. This chapter describes the functionality of setting a loyality program in the POS module.

Case summary The person responsible would like to start using a loyalty program on POS issued documents. The person responsible wants to set up loyalty cards to be owned cards with the prefix LO1 in the specific format PPPLLLSSSSSSSSSS with a 30% discount on specific items. This is done as follows: Defining Loyalty Cards   Defining Special Offers Creating POS Invoices with a Loyalty Program

1. Defining Loyalty Cards

To set up a loyalty program, the person responsible must first define loyalty cards.

In the menu Settings | Program | Loyalty cards | Loyalty cards, the user can set the card number format, prefix, name of loyalty program etc. To set up loyalty cards with a prefix and a specific card number format, the person responsible clicks the New record button. Into the Card and Name fields, the prefix and card number format are entered as follows:

The person responsible finishes the process by clicking the Create Cards button. On the Card overview tab, all created cards and subjects from the Subjects register are visible:

2. Defining Special Offers

Next, the person responsible must define offers in order to set a loyalty program. The person responsible opens the menu Settings | Program | Loyalty cards | Loyalty action and clicks the New record button, then sets the name of the offer in the Action field: "Weekly  Savings" and marks it as active: 

The person responsible also defines the period of action duration, specific warehouse and days of the week that the offer is active:

Settings are finished when the rebate or price is defined for two item codes: CHAIR and TABLE.
The process is finished by clicking the Save button.

Hint Settings can be defined for specific item codes and/or classifications of items.

3. Creating POS Invoices with a Loyalty Program

The person responsible opens the menu Goods | Issue | POS | 3200 -POS retail and clicks the New record button in order to open a new POS issue document. In the Card field, the person responsible scans or selects a loyalty card: 

After selecting the loyalty card number, the calculation is done and the rebate is written and included in the invoice:

PANTHEON finishes the process of calculation and shows the following message: