Using the Customer Loyalty Program

POSIM helps you track customer purchases and reward clients when they reach a specified level of purchasing. You can assign customers various levels of rewards so that your most loyal customers get the best rewards. You can also assign items various levels of reward points so that the purchase of certain items is more highly rewarded than the purchase of another. This feature provides you a simple method of rewarding loyal customers who keep your business going.

  • Activate Rewards Control in POSIM – To locate the Rewards user control, open Sales·Point, select File, then Shared User Controls. Click on the Rewards Tab.
    • Use reward points – Check to activate the Rewards Feature.
    • Print reward balance on an invoice – Check to have a running tally of reward points printed on the customers’ invoices. This way they can know how close they are on receiving the reward.
    • Action Level – Enter the number of points that must be accumulated in order to receive the reward. (i.e. 500, 100)
    • Action Message – The message you will enter her will be shown to the clerk when the customer reaches the action level. An example would be, “Clerk, tell the customer that they have reached X points and can redeem their reward”. The clerk will then click OK or Ignore.
      • By clicking OK, the POSIM software will reset the rewards balance and the customer will redeem the reward.
      • By clicking Ignore, the points stay active and the customer can redeem them later.
      • NOTE: Once OK is selected, the customer’s rewards balance will automatically adjust. (Decide the best method of redeeming your customer rewards and be consistent.)
  • Customer Reward Groups – You can assign the same Reward Group to all your customers by using the default Customer Rewards Groups. To assign defaults, got to Sales·Point>> File>>Shared User Control>> click on the Rewards tab and then under the Default Customer Reward Group field, arrow down and select your Group that you wish to assign all customer. You can assign specific customers to different reward groups by going to their customer card and putting the Reward Group Code in the Reward Group field of the customer card. To add Reward groups:
    • Open Sales·Point, select Misc, then Customer Reward Groups.
    • Enter as many group names as desired. Use the Add and Delete buttons to add and delete groups as needed.
    • Click OK when finished.
  • Assigning Customers to Reward Groups – Each customer must be assigned a reward group in order to receive reward points.
    • Go to the Customer Card.
    • Select a group from the Reward Group drop-down menu. The Points field tracks how many points the customer has accumulated.
  • Reward Codes – The Reward Codes must be defined and assigned to your Inventory Item. The ability to create various reward codes allows you to provide better discounts on specific Inventory Items.
    • Open Inventory·Analyzer, select Window, then Reward Codes.
    • Reward Code. Enter a name that represents the Reward Code.
    • Description. Enter a brief description of the Reward Code.
    • Levels. This grid allows you to determine what reward level each reward group will receive.
      • Customer Reward Group. Select a group from the drop-down menu.
      • Based On. Assign each group to track no points (None) or to track points based on Quantity Sold or Extended Price.
      • Factor. This grid allows you to determine the reward. Double-click this field to bring up the Edit Reward Point Calculation.
        • You can test how your reward set up will work with this screen.
      • Enable Min Margin %. Checked to use a minimum margin amount. Customers will not earn points on items that do not provide you the minimum profit margin (e.g. sale items).
      • Min Margin %. If the Enable Min Margin box has been checked, enter a minimum margin %.
    • Add. Click the Add button to add a new Level line.
    • Delete. Click the Delete button to delete a Level line.
    • Edit. Click the Edit button to edit a Level line.
      • Customer Reward Group. Select a group from the drop-down menu.
      • Reward Code. Un-editable field displaying corresponding information from the rewards code card.
      • Based On. Select which method you would like to use to reward points.
      • Factor. Enter a factor you want to use in awarding points.
      • No Reward points when margin less than. Check this box if you want items to meet a minimum margin amount in order for points to be given. You may enter a percent amount desired in the box.
      • Example. This section allows you to test what your number reward results will be. This helps to you to see if the factors you have set meet your desired results. Place an extended price in the Price box and click the Test button. You should see the resulting points that would be earned in the Points box.
    • Create as many Rewards groups as needed.
  • Assigning Items to Reward Codes. Each item must be assigned a specific Reward Code in order for the customer to receive reward points.
    • Go to the Item card.
    • Select the Reward Code drop down arrow.
    • Assign the Reward to the Item Card.
  • Printing Reward Coupon. If you would like the Reward Coupon to print on the customer receipt, you must set the up the settings for this.
    • Go to Sales·Point, File, Private User Controls.
    • Select the Printer Settings Tab.
    • From the Print box, click inside the Reward Coupon Box to place a check mark.
  • Redeeming Rewards Points. When a customer has reached the Reward Action Level, the Action Message that has been set up in Step 1 will appear after they hit the Post button for the working invoice they are completing for the customer.
    • Clicking OK will redeem the points. This means that the Action Level Points will be subtracted from the customer’s rewards points.
    • Clicking Ignore will allow the points to continue to accumulate, and on the customer’s next sale, the Action Message will appear again.
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