Loyalty Estimated reading: 2 minutes 660 views 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 LoyaltyWith 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.
