Loyalty

Enrol your customers in a loyalty program to encourage regular purchases and brand loyalty.
Create a loyalty setup

• Navigate to the Loyalty tab using the App Launcher or find the tab in the App Navigation menu.
• In the Loyalty Setup section, you can view existing Loyalty Setups and also create a new one.
• To create a new Loyalty Setup, click the New button.
• Enter the Loyalty Setup Name and the Points Per Unit Amount.
• Select the Active checkbox and the Company.
• Save the record to create the Loyalty record.

Create a Loyalty program

• Navigate to the Loyalty Program tab using the App Launcher or find the tab in the App Navigation menu.
• In the Loyalty Program section, you can view existing Loyalty Programs or create a new one.
• To create a new Loyalty Program, click the New button.
• Enter the program Name and select the Active checkbox.
• Select the Priority, Tier, Loyalty Setup, and Start and End Dates for the Loyalty Program.
• Save the record to create the Loyalty Program.

Create a Loyalty Card

• Navigate to the Loyalty Card tab using the App Launcher or find the tab in the App Navigation menu.
• In the Loyalty Card section, you can view existing Loyalty Cards and also create a new one.
• To create a new Loyalty Card, click the New button.
• Select the Loyalty Card Name and check the Active checkbox.
• Enter the Customer Account, Contact, and Loyalty Program details.
• Enter the Start and Expiration Dates for the card.
• Save the record to create the Loyalty Card.

Payment Using Loyalty
With Axolt ERP, you can process loyalty payments directly from the EPoS page.

• Create/Select the Sales Order from the EPoS screen.
• Navigate to the Payments tab in EPoS and click the Loyalty button.
• Enter the Redeems Points and click the Apply Loyalty button.
• A Loyalty Payment record will be created.