Field
|
Description/Activity
|
General
|
Code
|
Enter the loyalty program code
|
Description
|
Enter the loyalty program description.
|
Applicable Subsidiary
|
This field is enabled, when the field multiple subsidiary enabled is checked at Enterprise screen. Select the subsidiaries which will be applicable for the loyalty program you are creating.
Note: Only subsidiaries with the same base currency can be added to a loyalty program.
|
Registration Method
|
Registration Method is used for deciding how a loyalty card number for the customer will be generated. Once this is set and a loyalty customer is created, this field becomes non-editable. A Loyalty customer can be registered in the system based on three options and the valid values are:
•Customer Code: If this is selected, the Customer Code generated from the iVend Retail system is also the Loyalty Card Number
•Loyalty Card: If this is selected, the Loyalty Card Customer is created from the Loyalty Card screen.
•Loyalty Card Attach to customer code: If this is selected then user can have both, a Customer Code generated out of the iVend Retail system and a Loyalty Card Number from the business partner > customer screen. Loyalty details can be tracked by both Customer Code and a Loyalty card number since they are linked.
|
Card Management
|
Card Management is used to determine, what kind of Loyalty Card Number is used. Once this is set and a loyalty customer is created, this field becomes non editable. Valid values are:
•Auto Generated: If this option is selected system automatically assign loyalty card number when creating the loyalty customer from Loyalty Card/Customer screen. In this case a number series needs to be created with Document Type selected as Loyalty Card, by navigating from Administration > System Initialization>Document Number Series. Each store will require different series.
•Pre-Printed: If this option is selected system will prompt user the list of available loyalty card numbers, when creating a loyalty customer from Loyalty Card/Customer screen. To create the pre-printed Loyalty card use Preprinted Loyalty Card sub menu.
•User Defined: If this option is selected user can enter the loyalty card number while creating a loyalty customer.
Note: If user selects Registration Method as Customer Code, then the value selected in this field is will have no impact.
|
Level Allocation Method
|
Select the Level Allocation Method to determine the criteria used to manage loyalty level for customer. The possible values are:
Total Available Points
Total Awarded Points
Total Available Currency
Total Awarded Currency
|
Is Default
|
Display if the record is marked as default Loyalty Program.
Note: Default Loyalty Program should get defaulted at the Customer Level.
|
Award Loyalty Points on Registration
|
Enter the number of loyalty points, user wants to award as welcome points on loyalty customer registration.
|
Award Loyalty Currency Unit on Registration
|
Enter the number of currency units, user wants to award as welcome currency on loyalty customer registration.
|
Award Criteria
|
Select the award criteria, which is used to create a plan from the Loyalty Plan screen based on selected option. Valid values are:
•Every Transaction: Every Transaction rewards customer immediately after the transaction has done on POS using the input defined in Loyalty Plan screen for the field Transaction On having values Every, Equal, and Greater
•Cumulative Basis: Cumulative Basis reward customers for historical transactions done at their stores using the amount/quantity bought during a predefined number of elapsed days. For example, one could configure this plan to award 500 currency units if a loyalty customer has spent an average of 10000 USD over the past 180 days.
|
Duration for Customer Special Days
|
In the Loyalty Plan screen when the Plan Type is selected as SpecialDaysForCustomer, with values Birth Date and Anniversary, this field will determine the duration for which the plan will be active. Valid Values are:
•Day: SpecialDaysForCustomer loyalty plan will award points only on customers birthday, anniversary date as per selection in Loyalty Plan screen
•Week: SpecialDaysForCustomer loyalty plan will award points on customers birthday week, anniversary week as per selection in Loyalty Plan screen
•Month: SpecialDaysForCustomer loyalty plan will award points on customers birthday, anniversary month as per selection in Loyalty Plan screen
•Days Backward Forward: User can define the custom date range before and after customers birthday, anniversary using values in Customer Special days Backward/Forward field below.
|
Customer Special days Backward/Forward
|
Enter the days before and days after customers birthday, anniversary. This field is mandatory and value should be greater than 0, only if user has selected Days Backward Forward for the above field (Duration for CustomerSpecial Days)
|
Conflict Resolution Basis
|
Conflict Resolution Basis option is used to determine the criteria to calculate the loyalty points/currency, if multiple Loyalty plans are active and/or multiple rows exists within an active loyalty plan. Valid values are:
•Global: Points/currency to be awarded to customer will be calculated based on the value selected in the field below (Conflict Resolution Method) in Loyalty Setup screen
•Plan Global: Points/currency to be awarded to customer will calculated in two steps. First based on the value in the field Conflict Resolution Method (Loyalty Plan screen), giving one value from each eligible plan and if there are more than one eligible plan, Final Points/currency to be awarded to customer is calculated based on the value selected in the field below Conflict Resolution Method in (Loyalty Setup screen)
|
Conflict Resolution Method
|
Conflict Resolution Method is used to calculate the loyalty points/currency, if multiple Loyalty plans are active and/or multiple rows exists within an active loyalty plan. Valid values are:
•Minimum: Minimum points/currency will be awarded to customer from multiple eligible plans.
•Maximum: Maximum points/currency will be awarded to customer from multiple eligible plans.
•Sum Total: Total of points/currency will be awarded to customer for all the eligible plans.
•Average: Average points/currency will be awarded to customer for all the eligible plans.
|
Level Management Method (Days)
|
Level Management Method is used to determine the method used to upgrade, downgrade or retain customers level based on the points/currency which are available/awarded to customer as per Level Allocation Method. Valid values are:
•Manual: All the customers will retain their current level unless updated manually.
•Automatic: On every transaction which updates points/currency for the customer, system updates the level based on the threshold limits defined in Loyalty Level screen for each level.
•Automatic After X Days: System will calculate and update the customers level after X number of days entered in the Days field.
|
Redemption Method
|
Redemption Method is used to determine the criteria using which the redemption of points will be calculated. Valid values are:
•Current Level: When calculating the currency available for redemption, consider the Points-to-Currency conversion ratio and redemption percentage defined for the customers current level only.
•FallBack: When calculating the currency available for redemption consider the Point-to-Currency conversion ratio and redemption percentage defined for customers loyalty level as per sliding level concept.
|
Refund Method
|
Refund Method is used to setup mechanism, that Loyalty system will use to roll back the points/currency, when a refund is done at POS. Valid values are:
•All Rewards: Select this option to roll back all points/currency awarded to the customer even if there is a partial refund happening. For example, if the customer had purchased 3 items and was awarded 30 points then all 30 points shall be rolled back even if the customer wishes to refund just one item.
•On pro-rate basis: Select this option to roll back points/currency awarded to the customer on a pro-rate basis. For example, if the customer had purchased 3 items and was awarded 30 points and is now claiming a refund on one item, then the system will roll back just 10 points instead of all 30 points.
•Do not refund rewards: Select this option for not to roll back any points/currency awarded to the customer on refund transaction.
|
Points Expiry Override Allowed
|
Points Expiry Override Allowed check box when checked gives an extension to the expiry period based on the values given in the field Override Points Expiry Date With In (Days) and Grace Period (Days) Allowed For Points Expiry Date Override given below.
|
Override Points Expiry Date With In (Days)
|
Override Points Expiry Date With In (Days) is used to enter the number of day, which determine the date by when override will be allowed.
|
Grace Period (Days) Allowed For Points Expiry Date Override
|
Grace Period (Days) Allowed For Points Expiry Date Override is used to enter the number of days until which the points/currency will be available for redemption by the customer in case of expiry override.
|
Enable Email Notification
|
Enable Email Notification when checked enable email notification for loyalty customers.
|
Enable SMS Notification
|
Enable SMS Notification when checked enable SMS notification for loyalty customers.
|
Email/SMS Service Interval (Minutes)
|
Email/SMS Service Interval (Minutes) is used to define the number of minutes as interval for sending email and sms notification for loyalty customers.
|
Exchange Loyalty Data Between Store
|
Exchange Loyalty Data Between Store is checked to enable visibility and use of the transaction of loyalty customer done at one store to all other store defined for that enterprise.
|
Award Loyalty On Account Tender
|
Selection of this option check-box qualifies customer who is enrolled for loyalty program for award points when making payment of a sale transaction with OnAccount tender.
|
Award Points on Loyalty Tender
|
Check this flag if you wish to award points as per plan on redemption activity.
Note: If "Do Not Award Points with Redemption" is unchecked and if the "Award Points on Loyalty Tender" is checked then system will award the points on the loyalty tender if the Plan is based on Bill Value ONLY.
|
Do Not Award Points with Redemption
|
Select this checkbox if you do not want to award loyalty points on the transaction in which the customer has redeemed the loyalty points.
Note: If "Do Not Award Points with Redemption" is checked then it will not award points on the transaction where the loyalty points are consumed even though "Award Points on Loyalty Tender" is checked.
|
Include Tax In Award Points
|
Select this checkbox if you want to award points based on the tax inclusive price. For example, if a product has a price of $90 and tax of $10, then if the setting is ON then the points will be awarded on $100 whereas if the setting is turned OFF then the points will be awarded on $90 only.
|
Points Allocation Mechanism
|
This is used to determine the rounding method used for the allocation of points. Valid values are:
Floor
Ceiling
If the criteria set for allocation of the loyalty points is 1 point on purchase of goods worth $100, then on purchase of goods worth $120:
•Floor: is the minimum points i.e 1 point that can be awarded to the customer even when the customer has purchased goods worth $199.99.
•Ceiling: is the maximum point i.e 2 points that can be awarded to the customer even when the customer has purchased goods worth $100.01.
|
View Transaction Receipt On Customer Website
|
iVend API URL
|
(http://[ApiServer]/iVendApi/iVendApi.svc/webapi/) Where Api Server is the name of the server where iVend API is installed. Please verify that the fully qualified address is working on web browser.
|
Loyalty Website Address
|
(http://[website]/CustomerPortal/) Where website is the Loyalty portal website address. Please verify that the fully qualified address is working on web browser.
|
Synchronize transaction receipt
|
Select the Checkbox to synchronize the transaction receipt.
|
Transaction receipt report
|
Enter the Name of the report to be shown for transaction receipt on customer portal.
|
Company Information
|
Company Name
|
Enter the name of the company and this field is visible if iVend Retail is running in Loyalty stand alone mode.
|
Logo
|
Browse and save the logo of the company and this field is visible if iVend Retail is running in Loyalty stand alone mode.
|
Buttons
|
[OK]
|
This button saves the changes and closes the screen.
|
[Cancel]
|
This button does not save any changes and closes the screen.
|
[Points Expiry Setup]
|
This button allows user to setup the expiry configuration for Loyalty points/currency based on certain permutations and combination.
|
[Add Logo]
|
This button enables the user to browse and add logo under company information. This button is enable if iVend Retail is running in Loyalty stand alone mode.
|
[Remove Logo]
|
This button removes the logo under company information. This button is enable if ivend Retail is running in Loyalty stand alone mode.
|
[Referral Setup]
|
This button opens a new screen and allow the user to setup, award for referral program.
|
Points Expiry Setup
|
Expiry Method
|
Expiry Method is used to determine the criteria to calculate the date for executing the points/currency expiry process. Valid values are:
•Sliding: If user selects Sliding as Points Expiry Method, then he/she will be required to enter, number of days in field Point Expiry Days on this screen. This means points/currency expiry date will be calculated by adding number of days defined in the field (Point Expiry Days) to the transaction date for which customer was awarded points/currency.
•Fixed: If user selects Fixed as Points Expiry Method, then he/she will be required to enter, a date in the field Point Expiry Date, which will be considered as points/currency expiry date.
|
Customer Type
|
Customer Type is used to select loyalty customers for whom user wish to create this expiry rule. Valid values are,
•All: If user enters All, then the expiry process will be executed for All the loyalty customers as defined in this row.
•CustomerCode: If user enters Customer Code then, on click of the next field Customer Value system will open the customer search screen, from which user can select a customer for whom he/she wish to define this rule.
•CustomerGroup: If user enters Customer Group then, on click of the next field Customer Value system will open the customer group search screen, from which user can select a customer group for whom he/she wish to define this rule.
|
Customer Value
|
The value selected in this field depends on the value in Customer filed. The expire rule defined in this row will be executed only on the selected loyalty customers in this field in combination with other criteria defined in other fields.
•All: This field will remain blank and user will not be allowed to enter any value.
•CustomerCode: User will need to select customer code from customer search screen, which is opened on click of this field.
•CustomerGroup: User will need to select customer group from customer group search screen which is opened on click of this field.
|
Level
|
User can select Loyalty Level from Loyalty Level Search Screen which is opened on click of this field. The expiry rule refined in this row will be executed only for loyalty customers at the selected level.
|
Expiry Days
|
If user has selected Sliding as Points Expiry Method, then he/she will be required to enter, number of days in this field.
This means points/currency expiry date will be calculated by adding number of days entered in this field to the transaction date for which customer was awarded points/currency.
|
Expiry Date
|
If user selects Fixed as Points Expiry Method, then he/she will be required to enter, a date in this field.
The date entered here will be considered as points/currency expiry date.
|
Buttons
|
[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.
|