Points Based Redemption

Back Office

1. On the Admin page, select Accounts.
   
   
   
2. Under the Account Settings section: ensure the Cash Reward with Loyalty is enabled (set to YES). The Enable Loyalty Payment toggle will be enabled for that account in BO for Loyalty payments.
1. If the toggle is disabled, then Loyalty payments cannot be processed.
   

Loyalty Program Settings

1. If you're using a Core plan, then the Loyalty page can be accessed via Store > Settings > Addons > Loyalty
   

The Customer Level Loyalty toggle must be enabled (set to YES).

1. If the toggle is disabled: if a loyalty customer is selected, a pop-up with the message 'Loyalty not found' appears.
   

POS

1. On the Order screen: the total number of Loyalty Points will be updated once points have been redeemed.
   
   
2. The total number of Loyalty Points will increase for every Sale made for the selected Customer who has redeemed the item-based discounts. (based on Enterprise Settings in configured in BO).
   
   
3. Other types of discounts (check based, loyalty, etc.)  can be applied for loyalty-based redemption menu items only when the combined with another discount toggle is enabled.
   
   

Discount Percentage Set in BO

Discount Amount set in BO

Tax

Split by Check / Seat

1. When attempting to split by Seat or Check, a pop-up with the message 'Split is not allowed since loyalty discount is applied on the check' appears. Click Done to close the pop-up.
   
   

Separate Item

1. Select a Menu Item on the Check.
    
2. At the bottom left of the screen, select Separate Item.
   
   
3. The selected Menu Item will get split, and the corresponding Quantity and Price will be divided accordingly, and this applies to the loyalty discount.
   

Gratuity

Void Item

Delete

Reopen

Refund

1. Refund Menu items – The Order screen with the menu item(s) will appear. Select the Menu Item(s) to be refunded then select Refund Items. The refund will be initiated only for selected menu item(s).
   
   
   
2. Refund Check – Select the payment type then provide Reason for refund. The Amount to be refunded will appear. The Refund will be initiated for the full Check.
   
   
   
3. Refund Items - You can refund a particular menu item price. Select the menu item to be refunded, then provide a Reason for payment type. The Amount to be refunded will appear on the pop-up.
   
   
   
4. Refund without receipt – Select the check then click Refund without receipt. Provide the Reason for refund. The Amount to be refunded will not appear and you must manually enter the Amount. If card payment is selected: enter the card details manually then insert the card for refund. The Amount will be refunded to the card.
   
   
   
5. Done – User select the done option the Refund Order screen window will be closed.
   

Reporting

Dashboards

Enterprise Dashboards

Enterprise Reports

2. 
   

Receipts

Sample Receipt

Discount field loyalty discount value will be shown in receipt.

Customer Copy

Discount field loyalty discount value will be shown in receipt.

Merchant Copy

Discount field loyalty discount value will be shown in receipt.

Summary

1. If the Customer Level Loyalty toggle is enabled in BO Admin, the loyalty customer can use the loyalty points in POS.
   
2. If the Customer Level Loyalty toggle is disabled in BO Admin, when the loyalty customer is selected, a 'Loyalty not found' pop-up will appear in POS.
   
3. If the Customer Level Loyalty toggle is enabled in BO Admin and in Enable Loyalty toggle is disabled in BO loyalty setting, then if the loyalty customer is selected, a 'Loyalty not found' pop-up will appear in POS.
   
4. The pop up 'Loyalty not found' will auto-close after 5 seconds.
   
5. In the Back Office (BO): when a discount is applied to a menu item, category, or sub-category under the loyalty discount type, only the items associated with that discount will be displayed in POS.
   
6. If a particular percentage, amount, set price, or free item is specified in the discount rate, that specific discount type will be applied under the loyalty discount in the system.
   
7. When the Combine with Other Discount toggle in the BO is enabled, it enables you to apply more than one discount within the same Check in POS.
   
8. If no loyalty discount has been created in BO and a loyalty customer is selected at the POS, a pop-up message 'No Loyalty Discount Available' appears.
   
9. If a category is selected, all menu items within that category should be displayed in the customer rewards dialogue box.
   
10. In the Customer Rewards section, the No Limits fields must be clearly defined or indicated.
    
11. Each customer can use multiple loyalty discounts in POS.
    
12. If a Customer has both a membership plan and a loyalty discount: the Membership menu item can be selected along with the loyalty discount item within the same check, and membership payment is allowed.
    
13. Accumulation:  At Sign Up, when a new customer signs up, they will be provided with loyalty rewards and the ability to earn points.
    
14. Each Visit: Every time a customer makes a visit or order, loyalty rewards will be provided to the customer and updated with each visit.
    
15. You can set how many loyalty points will be provided for the amount spent by the customer, ensuring that points are accumulated accordingly.
    
16. The Loyalty Discount is available in Item-based and Mix and Match discount sections in BO.
    
17. In the Customer Reward dialogue box, the customer's name and Redeemed points, total number of loyalty points for the customer, and the menu items will all appear.
1. The box will only close when the X is clicked. Otherwise, it will remain on the same page indefinitely.
   
18. Loyalty Currency: You can choose different types of currencies like Stars or Points or Coins or Gold or Silver in BO. The selected currency will be displayed in POS.