Loyalty Types

Top  Previous  Next

Use this module to add the different types of loyalty cards.

 

Go to Customer > Extra > Loyalty > Loyalty Types

Loyalty Types

Loyalty Types

 

Fields

Description

Earn %:

The percentage of points the customer will earn if he buys something.

Points Per Rand:

To get the monetary value of points earned, divide the points earned e.g. 320/50 (points per Rand) = R6.40. Leave as one, then 1 point will equal 1 Rand

Thresholds - Invoice Count:

After this count is reached, SI+ will generate a list of customers who have reached this count and must be sent an email for marketing purposes. See Customer > Extra > Loyalty > Loyalty Lookup

 

Each loyalty card can have its own threshold.

Example, the Gold Card can have a threshold (Invoice Count) of 5 and the Platinum Card a threshold of 25. If the count of 5 is reached then SI+ will automatically change the client's card type from Gold to Platinum.

When an invoice is processed the loyalty card is automatically adjusted if the threshold is reached.

 

See also Loyalty & Gift Cards and Loyalty Card Detail