Loyalty Membership Group
This screen allows you to manage loyalty membership groups provided it is enabled in the system. The loyalty application allows user to create logical groups of existing loyalty members so that they can enjoy the benefits of rewards together as a group. When a group is formed, all the individual points of the members is combined together to arrive at a combined level. For example, if three members in a family are loyalty members where two are Bronze members and the other is a Silver member, then as a result of aggregation of their points they could collectively attain the status of Gold membership. From there on they can redeem the rewards applicable to Gold members and points shall also be awarded based on the Gold membership status. However, their individual status is no longer valid and the system will always track their transactions based on group membership. If a member decides to leave the group, the member forfeits all the points and currency and starts at the lowest level as an individual member defined in the system.
To open the window, choose Operations > Loyalty > Membership Group.
Search Screen
Field
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Description/Activity
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Search Criteria
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Code
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Enter the code of the loyalty membership group to be searched
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Description
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Enter the description of the loyalty membership group to be searched.
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Active
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Select one of the following scenarios:
•All - To search for all loyalty plans in the system.
•True - To search for the loyalty plans with Active option enabled.
•False - To search for the loyalty plans with Active option not enabled
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Loyalty Program
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Select the loyalty program of which data needs to be searched
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Search Results
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Code
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Displays the code of the loyalty membership searched.
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Description
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Displays the first name of the loyalty membership (s) searched.
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Active
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Shows the status of the group, if it is active or not.
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Setup Screen
Field
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Description/Activity
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Loyalty Program
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Select the loyalty program.
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Code
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Enter a code for the membership group. A unique code of a maximum 20 alphanumeric characters can be entered.
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Description
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Enter the description for the membership group. A maximum of 50 alphanumeric characters can be entered
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Available Points
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Display the available points of the membership group.
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Available Currency
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Display the available currency of the membership group.
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Awarded Points
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Display the awarded points of the membership group.
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Awarded Currency
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Display the awarded currency of the membership group.
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Redeem Points
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Display the redeemed points by the membership group.
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Redeem Currency
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Display the redeemed currency by the membership group.
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Expired Points
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Display the expired points of the membership group.
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Expired Currency
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Display the expired currency of the membership group.
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Active
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Check to mark the membership group as active.
Only active membership group would be awards points at POS to loyalty customer if loyalty member belong to membership group.
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[Add Loyalty Customer]
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Click for add loyalty customer to membership group.
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[Remove Loyalty Customer]
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Click to remove loyalty customer from membership group.
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[OK]
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This button saves the changes and closes the screen.
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[Cancel]
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This button does not save any changes and closes the screen.
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