iVend Retail 6.6 - Management Console - Help Manual > Operations > Loyalty

Loyalty Card

This screen allows user to add, edit and view the Loyalty customer from Loyalty system when registration method is set to loyalty card in loyalty setup.

To open the window, choose Operations > Loyalty > Loyalty Card.

Search Screen

Field	Description/Activity
Search Criteria
Id	Enter the Id of the loyalty customer to be searched.
Name	Enter the name of the loyalty customer to be searched.
Phone Number	Enter the phone number of the loyalty customer to be searched.
Address	Enter the address of the loyalty customer to be searched.
Active	Select one of the following scenarios: •All - To search for all the customers setup in the system. •True - To search for the customers with Active option enabled. •False - To search for the customers with Active option not enabled
Level Code	Specify the code of the level to be searched.
Membership Group	Select one of the following scenarios: •All - To search for all the loyalty members setup in the system. •True - To search for loyalty members assigned a membership group •False - To search for the loyalty members which are not assigned any membership group.
Loyalty Program	Select the loyalty program of which data needs to be searched
Search Results
Loyalty Id	Displays the code of the customer(s) searched.
First Name	Displays the first name of the loyalty customer(s) searched.
Last Name	Displays the last name of the loyalty customer(s) searched.
Level	Displays the level of the loyalty customer(s) searched.
Mobile	Displays the mobile of the loyalty customer(s) searched.
Email	Displays the email of the loyalty customer(s) searched.
Birth Date	Displays the birth date of the loyalty customer(s) searched.

Setup Screen

Field	Description/Activity
Loyalty Program	Select the loyalty program
Loyalty Id	Loyalty Id is an alphanumeric code used for loyalty customer identification. •If value for Card Management field in Loyalty Setup screen is set to user defined a unique code of a maximum 20 alphanumeric characters can be entered. •If value for Card Management field is set to Pre-printed then Loyalty Id is selected from the pop-up screen opened on click of OK button. •If value for Card Management field is set to Auto-Generated, then Loyalty Id is populated by default when user opens the Loyalty Card screen.
Salutation	Enter the salutation for the customer. A maximum of 50 alphanumeric characters can be entered.
Title	Enter the title for the customer .A maximum of 50 alphanumeric characters can be entered.
First Name	Enter the first name of the customer. A maximum of 100 alphanumeric characters can be entered. This name is displayed in the Customer section of the POS information panel.
Last Name	Enter the last name of the customer. A maximum of 40 alphanumeric characters can be entered.
Middle Name	Enter the middle name of the customer. A maximum of 50 alphanumeric characters can be entered.
Nick Name	Enter the nick name of the customer. A maximum of 50 alphanumeric characters can be entered.
Customer Group	Select a group from the list of customer groups. Click to open the Customer Group Search screen.
Company Name	Enter customers company name. A maximum of 50 alphanumeric characters can be entered. Company Name entered is displayed in the Customer section of the POS information panel.
Electronic Id	Enter the unique Electronic Id from the physical Loyalty Card. On swiping the Loyalty Card, system will recognize the customer and will populate the same at the time of transaction.
Gender	Enter the gender of the customer.
Date Of Birth	Enter the Date of Birth of the customer.
Anniversary Date	Enter the Anniversary Date of the customer.
Mobile Number	Enter the Anniversary Date of the customer.
Alternate Phone Number	Enter the Alternate Phone Number of the customer.
Fax Number	Enter the Fax Number of the customer.
Email	Enter the Email of the customer.
Web Page	Enter the Web Page of the customer.
Address1	Enter Address Line1.
Address2	Enter Address line 2.
Address3	Enter Address line 3.
City	Enter City of the customer.
State	Click [...] to enter this state of customer.
Country	Country gets auto populated.
Zip Code	Enter Zip Code
Referred By	Click [...] to enter the referred by member details.
Loyalty
Active	Select this option mark the loyalty customer as active. Only active loyalty customers would be visible in customer search at POS by loyalty Id. By default this option is enabled.
Enable Loyalty Notification	Select this check box to subscribe the customer for email/SMS notification on the registered email address or mobile number for loyalty events.
Enable Pass Notification	Select this option in case the customer would like to subscribe for a digital pass notifications generated from the iVend loyalty system. The digital loyalty pass is delivered as a pass for the iOS and Android based systems. Any updates in the loyalty information of the customer is sent to customers digitally which updates these passes.
On Hold	Select this option if the user wants to put the loyalty customer on hold.
Referee Loyalty Id	Select the customers name as a referee loyalty customer from the Loyalty Customer Search screen.
[Loyalty Points Information] Loyalty Points Information fields are not available while creating a new loyalty customer. When an existing loyalty customer is searched and opened in edit mode, these field are displayed.
Current Level	Display the current level of the loyalty customer.
Total Points Awarded	Display the total points awarded of the loyalty customer.
Total Currency Awarded	Display the total currency awarded of the loyalty customer.
Total Points Redeemed	Display the total points redeemed of the loyalty customer.
Total Currency Awarded	Display the total currency redeemed of the loyalty customer.
Available Points	Display the available points of the loyalty customer.
Available Currency	Display the available currency of the loyalty customer.
Available Redeemable Currency	Shows the redeemable currency against the loyalty points that customer has.
Total Expired Points	Display the total expired points of the loyalty customer
Total Expired Currency	Display the total expired currency of the loyalty customer

[OK]	This button saves the changes and closes the screen.
[Cancel]	This button does not save any changes and closes the screen.
[Loyalty Points Details]	This button is inactive and grayed out while creating a loyalty customer. When an existing loyalty customer is searched and opened in edit mode, this button is active and opens Loyalty Points Detail screen on click.
Loyalty Points Details
Transaction Date	Display the transaction date.
Business Date	Display the business date.
Store	Display the store Id.
Transaction Id	Display the transaction Id.
Points Awarded	Display the points awarded on the transaction.
Currency Awarded	Display the currency awarded on the transaction
Points Redeemed	Display the redeemed points on the transaction.
Currency Redeemed	Display the redeemed currency on the transaction
Expiry Date	Display the expiry date of the points/currency.
Expired	Display the status of the points either expired or not.
[Expiry Override]	This screen allows the store manager to override the expired points/currency of a loyalty customer so that the customer may redeem the points within the leased time frame. This screen is available only if expiry override has been allowed in the system using the Expiry Override option in the loyalty setup.
Expiry Override
Select	Select the points which you want to override.
Store	Display the store Id.
Transaction Id	Display the transaction Id
Award Date	Display the award date.
Points Awarded	Display the points awarded.
Currency Awarded	Display the currency awarded.
Expired On	Display the expiry date which points/currency expired.
Can Override	Shows the status that you can override points/currency or not.
New Expiry Date	Select a new expiry date for the transaction here.
[OK]	This button saves the changes and closes the points expiry screen.
[Cancel]	This button does not save any changes and closes the points expiry screen.