Node Preferences - Customers - Loyalty
Refer to the table for information about loyalty preferences. (Note: In addition to enabling loyalty in this area of preferences, the Customer Loyalty feature requires you to configure a Centrals server in Admin Console - Installation Defaults.)
| Preference | Description |
|---|---|
| Connection Name | Enter the IP Address or Fully Qualified Domain Name (FQDN) of the Centrals server. |
| Enable Customer Loyalty | Select the checkbox to indicate that customer loyalty is active and to enable the other options. If this checkbox is NOT selected, loyalty is disabled. When Loyalty is enabled the default Loyalty Level is set to NONE. The user then needs to go into the Customer Loyalty area and create some Loyalty Levels, and then go back into admin console to select one of the ones they created to be the Default Loyalty Level. |
| Use item and total based redemption as a discount/tender | This setting is read-only in Prism and is set to "Discount." This means that when a user redeems loyalty points at POS, the points are redeemed and applied to the transaction as a discount. |
| Enable Customers Opt-In flag | This option determines how customers can be enrolled in loyalty programs: Prompt at POS - If selected, a prompt is displayed at POS so that the cashier can ask the customer if they would like to join the Loyalty Program. Manual - If selected, the Opt In flag must be set manually, either in the Customer record or using the Bins and Scoring module. Auto At POS - If selected, the Opt-In flag is selected automatically when a customer is listed on a receipt or sales order. This option allows a Retailer to enroll current and new customers without asking the customer directly. Keep in mind that in order to earn points, the customer must still be assigned a loyalty level, either a default level in preferences or manually in the Customer Mgmt area. |
| Use Enroll Date for accumulated points |
This flag is for those situations in which the retailer wants to track accumulated points on an annual basis. For example, customers who earn a certain number of points on an annual basis might receive special item rewards or percentage discounts. If selected, the Customer's Accumulated Loyalty value is automatically set to zero each year with the customer's Enroll Date acting as the reset date. For example, if the Enroll Date is 5/12/20, Retail Pro will reset the Accumulated Loyalty field to zero on 5/12/21, 5/12/22, 5/12/23, and so on. If not selected, the Accumulated Loyalty field stores the total lifetime points earned. With this preference selected, retailers can run use the Accumulated Loyalty field to identify the current year's best customers and change loyalty levels as needed.If using this preference, keep in mind that different customers will have different Loyalty Enroll Dates; therefore, when viewing the Accumulated Loyalty value will vary. Important! Selecting this flag does not affect the Loyalty Balance field. The Loyalty Balance field is the total number of points available to the customer at POS (total lifetime earned points minus total lifetime redeemed points) and is never reset (though it can be manually edited by users with proper security). |
| Suggest using loyalty points when available | If selected, when the customer has a positive Loyalty Balance and the cashier clicks Tender or navigates to the tender screen, a dialog is displayed for applying loyalty points on the transaction. If not selected, no dialog is displayed. |
| Include taxes when accumulating points | This option only applies to programs whose Earn Type is set to Total Based. If selected, the number of points earned is based on the Price with Tax. If not selected, the number of points earned is based on the Price. |
| Charge taxes on loyalty items | This setting gives the retailer the option of having the customer pay tax (selected) or the retailer pay tax (not selected). See the following notes for information about how selecting this option is handled by the different types of loyalty programs. Redeem Type = Item Reward If Charge Tax on Loyalty Items is selected, the item's price is discounted to $0.00, but the tax is charged to the customer. In a VAT environment, the Tax amount remains in the Price with tax field. If Charge Tax on Loyalty Items is NOT selected, no tax is charged to the customer. Both the Price and Price with tax fields are set to $0.00. Redeem Type = Item Based If Charge Tax on Loyalty Items is selected, the item's price is added to the Loyalty Savings field, excluding the tax. The customer pays the tax. If Charge Tax on Loyalty Items is NOT selected, no tax is charged to the customer. The price and tax of the item are added to the Loyalty Savings field. Redeem Type = Percentage Reward If Charge Tax on Loyalty Items is selected, the Total is added to the Loyalty Savings field, excluding the tax. The customer pays the tax. If Charge Tax on Loyalty Items is NOT selected, the Total (including tax) is added to the Loyalty Savings field. |
| Offline point usage | Offline mode is currently unavailable in Prism; therefore, this field is read-only, set to zero. Loyalty points cannot be used when the Centrals server is offline. |
| Round loyalty points |
0: (default) ROUNDS Total-based points earnings to nearest whole $ (up or down) |
| Default loyalty level | This is the default Loyalty level setting that will be assigned when opting in a Customer. When Loyalty is enabled, the default Loyalty Level is set to NONE. The user then needs to go into the Customer Loyalty area and create some Loyalty Levels, and then go back into Admin Console and select one of the newly created levels as the Default Loyalty Level. The selected level will be assigned automatically when the customer's Opt In flag is selected. If you select None, the customer will not be eligible for loyalty programs upon opt in. Upon opt in, the customer must still be assigned a loyalty level, either in the customer record or in Bins and Scoring, to earn loyalty points. |
| Enforce returning loyalty points for loyalty tender | If selected, when a user returns an item from a transaction that used Loyalty as the tender, the tender for the return will also be Loyalty. |
Customers > Loyalty preferences
