Loyalty Schemes

Retail > Loyalty > Loyalty schemes

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.

  • For one week, buying lamb cutlets earns a customer with a loyalty card 12 loyalty points.

Another rule in the same scheme might be:

  • For one day, buying items in the retail group “meat” with the total price of $20 earns you 10 points for each $20.
    • If I buy lamb cutlets and they come to $20, I earn 10 points.
    • If I add bbq chicken wing packets and the total comes to $35, I still only earn 10 points.

Setup of the retail group rule:

The customer would only get loyalty points for the first rule, lamb cutlets item as the system calculates this as the top of the hierarchy. As the bbq chicken wings only come to $15, they are not valid for the second rule. 

 

In this example, the Platinum loyalty scheme has been set up so that the loyalty points expire in 3 years, the points are limited in their use (payment, discount etc.) to 50% of the transaction value, and the default multiplier type is Quantity (this is only the default multiplier type on the loyalty scheme rule dialog, to make the rule creation quicker. Amounts can also be set to the loyalty scheme).

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 (see Hierarchy and Calculation Type).

  • 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.

  • Loyalty Points: The number of points accrued or spent with this rule.

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.

For further explanation, see Calculating Points Example.

 

Read further about loyalty schemes

See also

 

Updated: 25th October 2018
Version: LS One 2017.2