Field
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Description/Activity
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General
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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 loyalty plan. 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 loyalty plan. A maximum of 50 alphanumeric characters can be entered
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Plan Type
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Select the type of the loyalty plan. Valid values are:
•Normal Plans: These plans are regular plans that are executed whenever a loyalty transaction occurs at the POS. There can be more than one normal plan active in the system.
•Special Days Plans: These plans are those which get executed on special days defined in the system. There can be more than one special day plan active in the system.
•Special Days for Customers Plans: These plans are those which get executed on birthdays and anniversaries of customers. There can be more than one Special Days for Customer Plan active in the system.
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Start Date
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Select a date from which the plan is applicable. By default the current date is pre-populated.
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Start Time
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Enter the time from which the plan is applicable. By default midnight time is pre-populated.
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End Date
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Select a date until which the plan is applicable. The plan will be automatically deactivated after this date. If no date is entered the plan will continue to run for an infinite period of time until it is manually deactivated.
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End Time
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Enter the time until which the plan will be active.
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Transaction Days Before
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This is only applicable for loyalty cumulative plan type. Enter the Transaction Days Before to calculate for cumulative plans.
Note: This field is available when the value of Award Criteria in Setup Screen is set as Cumulative Basic.
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Active
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Check this option to mark the loyalty plan as active. Only active plans would be awards points at POS to loyalty customer
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Buttons
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[Add Row]
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Click for add loyalty plan details row.
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[Delete Row]
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Click for delete selected loyalty plan details row.
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[Applicable]
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Click for adding the store for which the plan will be applicable. On click of the button system will open Loyalty Plan Applicability screen having a button to Add Store and Delete Store, through which a Store can be searched and added to the loyalty plan.
User can also select specific days and time of the week e.g. Monday, Friday etc. for each store if he/she wish to run this plan on specific days. This is available only when, the value of Award Criteria in Setup Screen is set as Every Transaction.
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[Exception Rule/Special Days Setup]
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Click this button for adding some predefined exception rules and Special Days.
Special Days section will only appear only when the Plan Type is defined as SpecialDays. This section will have two buttons to Add Special Days and Delete Special Days.
Predefined exception rules are provided on this screen that will exclude all items configured in the loyalty plan if they fall under the exception rule. The exception rules are:
•Exclude all items on promotion: All items marked as promotional in the retail database shall not be considered for points/currency award even if they appear in the loyalty scheme.
•Exclude all items with discount override: All items that are allowed for a discount override in the retail database shall not be considered for points/currency award even if they appear in the loyalty scheme.
•Exclude all items with discount greater than X percent: All items that have already been given a discount (greater than X percent) in the retail database shall not be considered for points/currency award even if they appear in the loyalty scheme. However, when a discount percentage is specified in the exclusion list, items having a lesser discount shall be considered during award of rewards. For example consider and item ITM001 which has a discount of 10% and ITM002 that has a discount of 5%. If a value of 6% is specified in the exclusion list then ITM002 shall be considered during points/currency award while ITM001 shall be ignored as the discount percentage is greater than 6%.
•Exclude all items with price override: All items that are allowed for a price override at the point of sale (POS) shall not be considered for points/currency award even if they appear in the loyalty scheme.
•Exclude all items with price override greater than X amount: All items that are allowed for a price override greater than X amount, at the point of sale (POS) shall not be considered for points/currency award even if they appear in the loyalty scheme. However, when a price amount is specified in the exclusion list, items having a lesser price shall be considered during award of rewards. For example consider and item ITM003 which has a price USD 200, override price USD 250 and ITM004 that has a price USD 400, override price USD 420. If a value of USD 40 is specified in the exclusion list then ITM004 shall be considered during points/currency award while ITM003 shall be ignored as the override price difference (USD 250- USD 200 = USD 50) is greater than value set as USD 40.
•Exclude items on layaway: All items marked as layaway items in the retail database shall not be considered for points/currency award even if they appear in the loyalty scheme
Note: This is available only when, the value of Award Criteria in Setup Screen is set as Every Transaction.
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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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Plan Details
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Exempt
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Select this check box against each line of Plant Detail if you wish the awards engine to ignore the line while awarding points
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Must Process
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Select this check box against each line of Plan Details if you wish the awards engine to mandatory process this line while awarding points. The Exempt and the Must Process check boxes are mutually exclusive and only one of the two can be checked per line.
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Customer Type
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Customer Type is used to select loyalty customers for whom user wish to create this loyalty plan. Valid values are
•All: If user enters All, then the loyalty plan 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.
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Customer Value
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The value selected in this field depends on the value in Customer filed. The loyalty plan defined in this row will be executed only on the selected loyalty customers in this field in combination with other criteria defend 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.
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Level
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Select a specific level to configure the award of points for a particular level.
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Criteria Group
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Criteria Group is used to define a plan for a selected group of customers based on different values. The valid values are:
•All: Selecting All will apply the loyalty plan for all the criteria groups. This is the default value.
•Items: Selecting Items will apply the loyalty plan for the item selected in Criteria Value field.
•ItemGroup: Selecting Item Group will apply the loyalty plan for the Item Group selected in Criteria Value field.
•Promotion: Selecting Promotion will apply the loyalty plan for the promotion selected in Criteria Value field.
•Layaway: Selecting Layaway will apply the loyalty plan for the Layaway items selected in Criteria Value field.
•BillValue: Selecting BillValue will apply the loyalty plan on transactions with bill value greater than equal to the one specified in Criteria Value field.
•BillQuantity: Selecting BillQuantity will apply the loyalty plan on transactions with Bill Quantity greater than equal to the one specified in Criteria Value field.
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Criteria Value
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This column is dynamically populated to be selected or requires a value to be entered based on the value selection made for the previous Criteria Group field for this row.
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Transaction On
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Transaction On column is displayed when the Award Criteria defined in Loyalty Setup is EveryTransaction. The valid values are:
•Every: Selecting Every will apply the loyalty plan on every transaction.
•Equal: Selecting "Equal" will apply the loyalty plan only for the transactions whose count is equal to the value specified in the "Transaction Count" field.
•Greater: Selecting "Greater will apply the loyalty plan only for the transactions whose count is equal to the value specified in the "Transaction Count" field.
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Transaction Count
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The Transaction On column is displayed only when the Award Criteria defined in Loyalty Setup is EveryTransaction.
User can enter the number of transaction counts according to the value selected in the Transaction On column
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Calculation Basis
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This column allows user to specify the basis on which the points are calculated and awarded. The valid values are:
•Amount: If Amount is selected system calculate points based on the bill amount value specified in the Calculation Value column. The Amount option is not available when Bill Quantity is select in the Criteria Group column.
•Quantity: If Quantity selected then system calculates the points based on the quantity value specified in the Calculation Value column.
The Quantity option is not available when Bill Value is selected in the Criteria Group column.
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Calculation On
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This column allows the user to specify if the award point calculations
The valid values are:
•Every: If Every option is selected the points are awarded on the each recurrence of value specified in the Criteria Value column.
For example if the Calculation Basis value is Amount, the Calculated On value is Every and the Calculation Value column has 100 as the value, then for every 100 currency units spent by the customer, the system would award as many points/currency specified in the Award Value column.
•Greater or Equal: if Greater or Equal option is selected points are awarded when the transaction value is either greater or equal to the value specified in the Calculation Value column.
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Calculation Value
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This column is used to specify a numeric value based on which the points would be calculated and awarded in coordination with value selected in Calculation Basis column.
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Tender
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This column is used to specify the type of payment for which this loyalty plan will get executed.
This option is available only when Bill Value is selected in the Criteria Group column.
Select a type of tender such as Credit Card, Debit Card or Cash if you wish to award points only when the configured tender is used for payment against a loyalty transaction.
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Award
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This column allows user to specify the type of reward that the customer should be awarded as a result of a loyalty transaction. Valid values are:
•Point: When Point is selected the customer is always awarded loyalty points.
•Currency: When Currency is selected, the customer is always awarded currency units.
Configuration of multiple lines awarding points as well as currency is allowed in the application
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Award Value
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Enter the number of points or currency units that the customer should be awarded when he/she qualifies for rewards.
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