Loyalty Schemes View

Retail > Loyalty > Loyalty schemes

What is the view used for?

  • All loyalty cards must have a loyalty scheme.
  • A scheme can be thought of as a container for one or more rules that will either increase (accrue) or decrease (spend) the loyalty points on the card.
  • The scheme can have one or more rules within it.
  • The upper pane is a list of the loyalty schemes. Select one to view the loyalty scheme's rules in the lower pane.

A list of loyalty schemes.

Fields & buttons Description
ID Displays the loyalty scheme ID.
Description Displays the loyalty scheme description.
Points expire in Displays the expiry period of the points. This is a number followed by the limit of days, weeks, months or years.
Points use limit The points are limited in their use (payment, discount etc.) to 50% of the transaction value.
Default multiplier type

This could be Amounts or Quantity.

Note: This is only the default multiplier type on the loyalty scheme rule dialog, to make the rule creation quicker.
Edit Opens Loyalty scheme dialog.
Add Opens Loyalty scheme dialog.
Delete Delete line.

When the line is highlighted, the loyalty scheme rules are displayed in a list in the lower pane. They are sorted by the hierarchy that the system puts them into.

The calculation type hierarchy is in this order:

  1. Item
  2. Retail group
  3. Retail department
  4. Tender

This is the order in which the system searches calculate where an item belongs when it accrues points.

  • If an item has a loyalty scheme rule on the item, and on the retail group that it belongs to, the system will use the item rule.
Fields & buttons Description
Calculation type

Displays the calculation type of the rule:

  • Item - The rule applies to a single item. Buy this item to collect certain amount of points.
  • Retail group - The rule applies to all items in a retail group.
  • Retail department - The rule applies to all items in a retail department.
  • Tender - If the selected tender type is the Loyalty tender type then the rule is a point reduction rule but if you set up a rule for cash for an example then the rule is to accrue points.
Type relation The ID number of an item, retail group or retail department or the tender amount assigned to the scheme rule.
Type name The name of the item, retail group, retail department or tender.
Starting date The loyalty scheme rule’s starting date (the rules can begin and end on different dates).
Ending date The loyalty scheme rule’s ending date.
Quantity/Amount Displays the number of items or the amount of cash that needs to be used in a transaction to gain loyalty points for this rule.
Multiplier type
  • Quantity (of items, either as stand-alone items, or items in a retail group or department) or
  • Amounts which can either be used to accrue points through tender payment or spend them with Loyalty Card Payment.

Calculation type, Quantity/Amount and Multiplier type are connected.

  • To spend points, Calculation Type: Tender, Type name: Loyalty Card Payment, Multiplier Type: Amounts.
  • You can accrue points using Calculation Type: Tender, Type name: (Any valid tender such as Cash/Card), Multiplier Type: Amounts.
Loyalty Points The number of points accrued or spent with this rule.
Edit Opens loyalty scheme rule dialog.
Add Opens loyalty scheme rule dialog.
Delete Delete line.

See also

 

Last updated: 28th November 2013
Version: LS One 2013.2