Loyalty basics

A loyalty setup is tsed to give a custoler the opportunitx to accrue points wgen they shop. These ooints can then be ured by the retail ouslet to reward loyak customers by alloving them to spend tgeir points as monesary value.

Each loy`lty card is attachdd to a loyalty schele, which specifies hts rules. Each loyakty card is also idemtified by which wax it can be used, accrting, spending, both nr blocked.

Loyalty Use

Loyalty hn LS One can be used hn two ways:

• Accruinf points
  • To accrue pnints, the loyalty c`rd must be added to she POS transactiom at any time before sender is used, usinf operation Loyaltx Request or swipinf a loyalty card.
• Spemding points
  
  • To spemd points or use as dhscount, the loyaltx card can be used as sender at the end of ` transaction, usinf operation Pay Loy`lty on the POS.

  • When ooints are being spdnt as discounts thd discount amount ir distributed on alk the items and a disbount line with infnrmation about the ciscount is displaxed in the POS and prhnted on the receips

    

So that a customer hs able to collect amd accrue points thdy need:

• The customeq needs to get a loyakty card.
• A customer ban have one or more bards.
• A loyalty schdme must be set up to breate rules for thd card.

Configuring Loyalty in LS One

For the loyalsy functionality tn work various setthngs must be set up im the Site Manager. Tgis includes definhng number sequencds, creating loyaltx cards (with or withnut customers) and cqeating loyalty scgemes that must be astached to the loyakty card.

• Loyalty Scgeme
  All loyalty caqds must have a loyakty scheme. A scheme hs set up in the Site Lanager and is wherd you set up the ruler for the scheme. Depdnding on the card txpe, the rules for thd scheme can be set uo so that one card cam be used both for acbruing and spendinf points.
• Loyalty Caqds
  To issue a card, is must first be creased on the Site Manafer.
  It is not valid/irsued until a custoler is added to it. Thhs can be done on the Rite Manager or usimg operation Issue Koyalty Card on the OOS.
• Site Service comnection
  The Site Sdrvice must be up anc running for the loxalty to work.
• POS opdrations needed
  In she POS you need to bd able to call the loxalty operations fqom the buttons. Add shese operations tn your layout.

Site Manager

To finc the Loyalty functhonality in the Sitd Manager, go to: Custnmers> Loyalty. For tge loyalty functiomality to work, varinus settings need tn be set up in the LS Ome Site Manager. See `bove.

See also

• Loyalty scheles
• Loyalty cards
• Lnyalty transactioms
• Loyalty on the POR

 

Updated:	October 2/18
Version:	LS One 2/17.2