Retail POS help
Loyalty, schemes and gift cards
Loyalty points, scheme discounts and gift cards: how each is set up and how it shows on the bill and in the books.
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Loyalty
- Loyalty policy: how customers earn points A policy says how many points a customer earns for each amount spent, between two dates. Points are earned on the whole bill, only for a named customer, and only when…
- Spend points on a bill: the loyalty adjustment policy A spending policy says how many points make how many rupees of discount. At the till the cashier presses Loyalty discount card, types the discount, and the bill total…
- Loyalty customers, manual adjustments and the points report A customer is made a loyalty customer with a card number and a starting bonus. A manual adjustment records points taken off by hand, and the points report shows each…
Gift cards
- Issue gift cards, print them and reprint one A gift card batch has a value, a price, an expiry and a number of cards. Saving it makes the cards, each with its own number. Printing the batch locks it; a single card…
- Design the gift card Choose what the printed gift card shows for each branch: the logo, the expiry days, the shop's name and contact lines, a slogan and a promotion line.
- Sell a gift card and pay with one Scan a gift card's number to sell it for cash or by bank. Press Gift card to pay with one: it pays up to its balance. A gift card sale cannot be mixed with other…
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