Loyalty

Enroll your customers in a loyalty program to encourage regular purchases and brand loyalty.

Create a Loyalty Setup

• Navigate to the app menu > Loyalty Setup tab.
• Once in the Loyalty Setup section, you can track the Loyalty Setups already filled in and create a new Loyalty Setup.
• 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 select Organisation and a Business Unit.
• Save the record to create a Loyalty Setup.

Create a Loyalty Program

• Navigate to the app menu > Loyalty Program tab.
• Once in the Loyalty Program section, you can track the Loyalty Program already filled in and create a new Loyalty Program.
• 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 of the loyalty program.
• Save the record to create a Loyalty Program.

Create a Loyalty Card

• Navigate to the app menu > Loyalty Program tab.
• Once in the Loyalty Card section, you can track the Loyalty Program already filled in and create a new Loyalty Card.
• To create a new Loyalty Card, click the “New” button.
• Select the Loyalty Card name and select the “Active” checkbox.
• Enter the Customer Account, Contact and Loyalty Program details
• Enter the Start and Expiration Dates of the card
• Save the record to create a Loyalty Card.

Payment using loyalty

Using Aqxolt ERP, you can make loyalty payments in the following ways:

• From the ePoS page
• From the Invoice detail page

Loyalty payments from the ePoS page

• Create the sales order as described in Creating a sales order through the Sales Orders tab.
• Navigate to the Payments tab in ePoS and click the “Loyalty” button.
• Enter the points to redeem and click the “Pay Now” button.

• A Loyalty Type payment record has been created.

Loyalty payments from the Invoice detail page

• Navigate to the app menu and click on the Invoices tab.
• Once in the Invoice section, you can track the invoices already filled in and create a new invoice.
• Select the invoice for payments and on the detail page navigate to the “Redemptions” button.

• The Redemptions page shows the invoice details and the total amount due, along with the available loyalty points and the subsequent loyalty value, as shown below.

• Enter the points to redeem and click the “Pay Now” button.