Unified Loyalty Across Sales, POS, and Website

Apply loyalty earning and redemption flows consistently on quotations, website orders, and POS transactions.

Flexible Loyalty Calculation Rules

Award points by purchase amount or by product, POS, and website categories with dedicated loyalty amounts.

Configurable Redemption Rules

Define point ranges, reward amounts, and reward products to convert loyalty points into automatic discount lines.

Real-Time Customer Balance and Discounts

Show available points, preview redeemable balance, and add reward discounts directly during order processing.

Complete Loyalty History Tracking

Track draft, confirmed, and cancelled credit or debit entries with references to the originating sales, website, and POS documents.

Step 1: Open Loyalty Management

Access Loyalty Management to work with loyalty configurations and loyalty history from one central menu.

Step 1A: Core Loyalty Menus Breakdown

Understand the roles of Loyalty Management, Loyalty Configuration, and Loyalty History in point and rule tracking.

Step 2: Configure the Main Loyalty Rule

Set the reward product, validity dates, allowed companies, and core point calculation values for the loyalty program.

Step 2A: Priority Rule Setup

Show how to control which configuration wins when multiple rules match.

Step 2B: Understand Rule Selection Logic

The rule that gives the highest loyalty points is applied first, if points are equal then the higher priority rule is applied, and if both are the same a validation error asks you to change the priority.

Step 2C: Deactivate the Loyalty Rule

Uncheck the Active option to move the loyalty configuration out of the active rule list.

Step 2D: View the Archived Loyalty Rule

Use the Archived filter to display the inactive loyalty configuration in the list view.

Step 2E: Set Redemption Rules to Show Redeem

Add at least one redemption rule, otherwise the redeem button will not appear in the loyalty flow.

Step 3: Add Redemption Rules

Define the minimum and maximum point range with the reward value customers receive during redemption.

Step 4: Define Purchase-Based Point Earning

Choose purchase amount as the earning basis and decide how much spend is required to generate points.

Step 5: Review Loyalty on the Sales Order

See the linked loyalty configuration, earned points, redeemed points, discount amount, and Redeem action directly on the quotation.

Step 6: Open a Loyalty History Record

Open an individual loyalty history entry to inspect the source, points, amount, state, and linked document details.

Step 7: Confirm Sales Points for the Customer

After confirming the sales order, the customer receives the earned loyalty points from that order.

Step 8: View Loyalty Balance on the Contact

Check a customer’s total available loyalty points directly from the contact form.

Step 9: Switch the Calculation Basis

Move beyond purchase amount and calculate loyalty based on category-driven rules when needed.

Step 10: Use Product Categories for Loyalty

Select product categories as the earning basis and manage category-specific loyalty behavior through the smart button.

Step 11: Set Category Loyalty Amounts

Assign the loyalty point amount for a selected product category linked to the active loyalty configuration.

Step 11A: Category Rule Wins by Higher Points

Show that category-based loyalty can override purchase-based loyalty when it gives more points.

Step 12: Redeem Points from the Sales Order

Click Redeem on the sales order and enter the required point value to apply a loyalty discount.

Redemption from the Sales flow is available only while the document remains in quotation state.

Step 13: Verify the Sales Discount Line

Confirm that redemption creates a dedicated negative reward line and updates the discount amount on the order.

Step 14: Validate Redemption Limits

The system blocks redemption when the entered points are greater than the customer’s available balance.

Step 15: Activate or Deactivate the Rule

Enable or disable a loyalty configuration with the Active option to control when it can be used.

Step 16: Open Loyalty History from Contacts

Jump to the customer’s loyalty history directly from the contact form for quick follow-up.

Step 17: Review Customer Loyalty Records

See every loyalty credit and debit for a customer with reference, source, points, amount, date, and status.

Step 18: Manage Central Loyalty History

Use the main Loyalty History view to monitor activity from sales, website, and POS transactions in one list.

Step 19: Select a POS Customer

Choose the customer in POS before purchase so the order can earn or redeem loyalty points correctly.

Step 20: Earn Loyalty from POS Orders

Complete a POS purchase to generate loyalty points for the selected customer.

Step 21: Track POS Credits in History

After the POS sale, the earned loyalty points appear in loyalty history for that customer.

Step 22: Redeem Loyalty in POS

Use the POS action menu to redeem available loyalty points and apply a discount before payment.

Step 22A: POS Redemption Limit by Rule

Clarify why POS does not allow more than the configured rule limit even if order amount allows more.

Step 22B: POS Redemption Error Message

Show the exact user-facing error when entered points exceed the allowed limit.

Step 23: See the POS Discount Applied

The redeemed reward appears immediately in POS as a negative discount line that reduces the total.

Step 24: Handle Multiple Loyalty Configurations

When several rules exist, the system works with the active configuration that gives the best matching loyalty result.

Step 24A: Priority-Based Selection Result

Prove that the system applied the rule with higher priority when points were equal.

Step 25: Earn Loyalty from Website Purchases

Customers can also shop on the website and participate in the same loyalty earning and discount flow.

Step 25A: Website Category Loyalty Setup

Complete the website category flow by showing category-based website loyalty setup.

Step 26: Preview Website Loyalty in Cart

The website cart shows points to be earned, available balance, and the total loyalty point position for the order.

Step 26A: Website Category Loyalty Result

Prove that website category mapping affects earned points in the cart.

Step 27: Add Website Points After Checkout

Once the website order is placed, the customer receives the loyalty points generated by that order.

Step 28: Track Draft Website Loyalty History

Website orders appear in loyalty history in draft state until the related sales order is confirmed.

Step 28A: Website Draft + Debit History

Strengthen the website flow by showing both earning and redemption history before confirmation.

Step 29: Confirm Website Orders from Sales

Website-generated quotations can be manually confirmed from the sales order when you are ready to finalize them.

Step 30: Credit Points After Website Confirmation

After confirming the website order, the earned loyalty credit is posted to that customer.

Step 31: Redeem Loyalty from the Website Cart

Customers can enter the number of loyalty points to redeem directly from the website cart popup.

Step 31A: Website Redemption Limit Message

Show the exact validation when entered points exceed balance, rule cap, or order amount.

Step 32: See the Website Discount Result

After redemption, the website cart shows the reward line and reduced order total for the customer.

Step 32A: Reward Product Discount Line in Website Order

Connect cart redemption with backend sales order result.