The loyalty program available in the system is based on a point system. On each price list, next to subtotal and total item prices on the tabs Sales and Purchase, it is possible to define a point value to be granted to customers for purchasing a given item. Points may either be positive or negative.
Rules of point calculation in the loyalty program
- The current number of points collected by a given customer is displayed on the customer’s form, on the CRM Upon adding a new customer in the system, the number of points equals zero.
- The number of points collected by a customer cannot be negative. If a customer has used all points, and a quantity correction is created to a document which has added a positive number of points to the customer’s account, the point balance may reach no less than zero.
- Collected points may be used by creating special price lists for promotions, where items are assigned a lower price and a negative number of points – purchasing such items subtracts a relevant number of points from a customer’s account, decreasing that customer’s point balance
- Negative points are calculated at the moment of item reservation, that is when adding an item to a sales invoice or receipt document. Positive points are calculated at the moment of invoice or receipt confirmation.