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Loyalty program

Loyalty Program

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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:

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.

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.

 

 


 

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