Customer: Loyalty Cards |
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Loyalty cards are issued by a retailer to it's customers as part of an incentive scheme, whereby credits are accumulated for future discounts every time a transaction is recorded.
Go to Customer Main Form > Select the Loyalty tab.
Hover the mouse over the different menu options. If the cursor changes to a hand (
), then click to go to the subject.
Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.
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Step 1
Add all your loyalty cards by clicking on the Plus Button 
, next to Loyalty Card. To add a card go to Customer > Extra > Loyalty > Loyalty Types.
(Click the X to remove the card.)
Step 2
To keep track of the amount of Loyalty Points Redeemed, add a general ledger account with name, for e.g. Loyalty Points Redeemed.
The loyalty account is usually an expense account. This account will be debited when the customer pay an invoice with Loyalty Points. The default VAT for this account must be Input Tax. You are in effect giving the customer discount.
Notes
Swipe the loyalty card in the Invoice Form by pressing F11 or clicking on the 
button. See image below.
Where can I see the loyalty points earned?
1.0 For a detailed list of transactions click on the Show Transactions Button
2.0 You can see a list of points earned on the Customer > Extended Lookup or Loyalty Card Lookup Look for the LC Name and LC Points columns.
3.0 Go to Loyalty Card Lookup to get a list of emails that must be send to the customer.
You can also go to Customer > Extra > Loyalty > Loyalty Card Detail
Note
To keep track of the amount of Loyalty Points Redeemed, add a general ledger account with name, for e.g. Loyalty Points Redeemed.
The loyalty account is usually an expense account. This account will be debited when the customer pay an invoice with Loyalty Points. The default VAT for this account must be Input Tax. You are in effect giving the customer discount.
The transaction will look as follows:
Sale amount R100 (exclusive) and redeemed 50 Points (R)
Debit |
Credit |
|
Sales Account |
|
100.00 |
Output Vat @ 14% |
|
14.00 |
|
|
|
Loyalty Points Redeemed |
43.86 |
|
Input VAT |
6.14 |
|
Cash Control |
64.00 |
|
or put in other words
Sale exclusive 100.00
VAT @14% 14.00
Total 114.00
Less discount 50.00 (50 points redeemed)
Due by customer 64.00 (Vat Inclusive)
Thus, the VAT which must be paid over will = 64 * 14/114 = 7.86 This is the same as above 14.00 - 6.14 = 7.86
Field Descriptions |
|
Loyalty Card Number |
A Loyalty Card Number will be generated automatically. This number can be changed to suit your needs. This number will be printed on the loyalty card and will be used on the invoice form when the client redeems his points. |
Loyalty Card Points |
is the number of points that the client has earned thus far. Points are automatically generated when the client does a purchase. |
Show Transactions |
This will display a detailed list of all the loyalty transactions. |
Add Loyalty Points |
If you want to add loyalty points per hand (as a gift). |
Set Loyalty Points |
Click this button if you want to change the number of points earned so far. |
Loyalty Card Expiry |
Set the date when the loyalty points must expire. |
Card Printer |
Select the printer with which the cards will be printed. |
See also Invoice > Gift Cards
https://bit.ly/SI_LoyaltyCards
