Loyalty Program Configuration

• Navigate to Loyalty → Loyalty Program.
• Click New to create a new loyalty program.

• Configure the loyalty program details such as:
  • Program Name
  • Issue Date
  • Expiry Date
  • Discount Product
  • Point Validity Days
  • Email Earn/Redeem Notifications
  • Active Status
• Save the loyalty program configuration.

Bonus Points Configuration

• Open the created loyalty program.
• Go to the Bonuses tab.
• Configure bonus reward points for special occasions such as:
  • Birthday Bonus Points
  • Anniversary Bonus Points
• These bonus points are automatically awarded when the configured conditions are met.

Sales Order Loyalty Points

• Open the loyalty program and navigate to the Sale tab.
• Configure loyalty point earning rules based on sales order amounts.
• Define multiple earning slabs using:
  • Minimum Amount
  • Points per Amount
• Optionally configure category-based earning rules for specific product categories.
• Select the Sale Redeem Rule that will be applied when customers redeem loyalty points from Sales Orders.
• Redeem rules can be managed from Configuration → Redeem Rules.

Point of Sale Loyalty Points

• Open the loyalty program and navigate to the Point of Sale tab.
• Configure loyalty point earning rules for POS transactions.
• Define earning rules based on:
  • Order Amount
  • Product Category
• Configure different point earning rates for various purchase amounts.
• Select the POS Redeem Rule that controls loyalty point redemption in POS.
• Redeem rules can be managed from Configuration → Redeem Rules.

Website Loyalty Points

• Open the loyalty program and navigate to the Website tab.
• Configure loyalty point earning rules for website orders.
• Define loyalty point earning criteria based on:
  • Website Order Amount
  • Product Category
• Configure multiple earning slabs with different point values.
• Select the Website Redeem Rule that governs loyalty point redemption on website purchases.
• Redeem rules can be managed from Configuration → Redeem Rules.

Redeem Rules Configuration

• Navigate to Loyalty → Configuration → Redeem Rules.
• The system displays all available redeem rules configured for different sales channels.
• Redeem rules can be created separately for:
  • Point of Sale
  • Sales Orders
  • Website
• Each redeem rule controls how customers can convert loyalty points into discounts.

Redeem Rule Details

• Open any redeem rule to view its configuration.
• Configure the following parameters:
  • Rule Name
  • Loyalty Program Configuration
  • Channel
  • Points per Currency
  • Minimum Redeem Points
  • Maximum Redeem Points
  • Minimum Order Amount
  • Maximum Discount Percentage
• Points per Currency determines the conversion rate between loyalty points and discount value.
• Minimum Redeem Points specifies the minimum points required before redemption is allowed.
• Maximum Redeem Points limits the number of points that can be redeemed in a single transaction.
• Minimum Order Amount ensures redemption is available only for qualifying orders.
• Maximum Discount Percentage prevents excessive discounts by limiting the maximum discount that can be applied.
• These rules help maintain control over loyalty point redemption across all sales channels.

Loyalty Tiers Configuration

• Navigate to Loyalty → Configuration → Loyalty Tiers.
• The system allows creating multiple loyalty membership levels based on customer loyalty points.
• Default tier examples include:
  • Standard
  • Silver
  • Gold
  • Platinum
• Each tier can be configured with:
  • Minimum Balance Points
  • Earn Multiplier
  • Active Status
• Customers are automatically assigned to the appropriate tier based on their accumulated loyalty points.
• Higher tiers can earn loyalty points faster through increased earn multipliers.

Customer Loyalty Information

• Navigate to Contacts and open a customer record.
• The customer form displays loyalty-related information, including:
  • Loyalty Points Balance
  • Loyalty Tier
  • Loyalty Birthday
  • Loyalty Anniversary
• Additional loyalty statistics are available through smart buttons:
  • Total Transactions
  • Current Loyalty Points
• These details provide a complete overview of the customer's loyalty status and rewards.

Loyalty Points in Sales Quotations

• Create a new quotation from Sales → Orders → Quotations.
• Select a customer enrolled in the loyalty program.
• The system automatically displays the customer's available loyalty points.
• Available loyalty points help sales representatives identify redemption opportunities during order creation.

Loyalty Points Earned from Sales Orders

• Confirm the quotation to create a Sales Order.
• Upon confirmation, the system calculates loyalty points according to the configured earning rules.
• Loyalty points are awarded based on:
  • Order Amount
  • Product Category Rules
  • Customer Loyalty Tier Multiplier
  • Sales Channel Configuration
• The updated loyalty points balance is displayed on the Sales Order.
• Loyalty transactions are automatically generated and recorded in the loyalty history.

Loyalty History Management

• Navigate to Loyalty → Loyalty History.
• The system maintains a complete audit trail of all loyalty transactions.
• Each loyalty transaction includes:
  • Reference Number
  • Customer
  • Channel
  • Transaction Type
  • Points
  • Status
  • Expiry Date
  • Transaction Date
• Supported transaction types include:
  • Earn
  • Redeem
  • Manual Adjustment
• Supported channels include:
  • Sales Orders
  • Point of Sale
  • Website
  • Manual Adjustments
• Loyalty history provides complete transparency for earned and redeemed points.

Loyalty Transaction Details

• Open any loyalty history record to view detailed transaction information.
• The transaction form displays:
  • Reference Number
  • Customer
  • Channel
  • Transaction Type
  • Loyalty Points
  • Expiry Date
  • Reference Document
  • Related Sales Order
• Detailed notes explain how the loyalty points were calculated.
• Transaction status workflow includes:
  • Draft
  • Confirmed
  • Cancelled
  • Expired
• Email notifications can be sent directly from the loyalty transaction record.
• Customers can receive automatic notifications whenever loyalty points are earned or redeemed.

Loyalty Program in Point of Sale

• Navigate to Point of Sale and open a POS session.
• Click Open Register to start a POS session.
• Add products to the order as usual.
• Click Customer and select a customer enrolled in the loyalty program.
• The selected customer becomes associated with the POS order.

Redeeming Loyalty Points in POS

• After selecting a loyalty customer, click the Loyalty button.
• The system displays:
  • Available Loyalty Points
  • Redeemable Points
  • Expected Discount Value
• Enter the number of points to redeem.
• Click Apply to redeem the selected points.
• The system automatically calculates the discount according to the configured redeem rule.
• A loyalty discount line is added to the POS order.
• The order total is updated immediately to reflect the redeemed discount amount.
• Upon payment validation:
  • Loyalty points are deducted from the customer balance.
  • Loyalty redemption history is created automatically.
  • Loyalty transaction records are updated.
  • Customer loyalty balances are recalculated.
• This enables seamless loyalty point redemption directly from the Point of Sale interface.

Website Loyalty Program Integration

• Navigate to the Website application.
• The loyalty program is fully integrated with the eCommerce website.
• Customers can browse products and add items to their shopping cart as usual.
• Loyalty-enabled products and purchases automatically participate in loyalty point calculations.

Website Shopping Cart

• Add products to the shopping cart.
• Open the cart to review selected items.
• The cart summary displays:
  • Product Subtotal
  • Taxes
  • Delivery Charges
  • Grand Total
• Customers can proceed to checkout directly from the shopping cart page.

Checkout and Delivery Information

• During checkout, customers can:
  • Select a delivery method
  • Choose a delivery address
  • Select a billing address
• The order summary continuously displays updated totals throughout the checkout process.
• Standard website checkout functionality remains fully compatible with the loyalty program.

Redeeming Loyalty Points on Website Orders

• Navigate to the Payment step during checkout.
• A dedicated Loyalty Points section is displayed.
• The loyalty panel shows:
  • Available Loyalty Points
  • Points Earned From Current Order
  • Redemption Input Field
  • Estimated Savings
• Customers can enter the number of points they wish to redeem.
• Click Redeem to apply the loyalty discount.
• The system validates available points before applying the discount.

Loyalty Discount Application

• After redemption, a Loyalty Discount line is automatically added to the order summary.
• The discount amount is deducted from the order subtotal.
• Order totals are recalculated instantly.
• The loyalty panel updates to display:
  • Remaining Available Points
  • Updated Earned Points
  • Applied Savings Amount
• Customers can clearly see the financial benefit of redeeming loyalty points before completing payment.

Loyalty Discount Application

• After redemption, a Loyalty Discount line is automatically added to the order summary.
• The discount amount is deducted from the order subtotal.
• Order totals are recalculated instantly.
• The loyalty panel updates to display:
  • Remaining Available Points
  • Updated Earned Points
  • Applied Savings Amount
• Customers can clearly see the financial benefit of redeeming loyalty points before completing payment.

Website Loyalty Transaction History

• Navigate to Loyalty → Loyalty History.
• Website loyalty transactions are automatically logged after order completion.
• The system creates separate records for:
  • Loyalty Point Redemption
  • Loyalty Point Earnings
• Website transactions are identified using the Website channel.
• Each transaction contains:
  • Reference Number
  • Customer
  • Transaction Type
  • Loyalty Points
  • Status
  • Expiry Date
  • Transaction Date
• Redemption transactions are recorded as negative points.
• Earned transactions are recorded as positive points.
• Both transactions are linked to the originating website order for complete traceability.
• This ensures a complete audit trail of all loyalty activities across Website, Sales Orders, Point of Sale, and Manual Adjustments.