Set up and use loyalty points
Create the loyalty programme, earn and redeem points at the till, reverse them on returns and expire old points.
Before you begin
- The company feature Loyalty and stored value is on.
- You have pos.configure; the screen buttons show to company administrators.
- Sales that earn or redeem points need a named customer and an online till.
Steps: create the programme
- Choose Point of Sale > Pricing & promotions > Loyalty.
- Press New program.
- Type the Code, for example
STD. - Type the earn points per currency: how many points per 1 AED spent (default 1).
- Type the redeem currency per point: the value of one point in AED (default 0.01). A value of 0 means redemption is not set up.
- Type the minimum redeem points (default 100).
- Type points expire days: 0 means never; otherwise points expire that many days after they were earned.
- Keep Active on and press Save.
Only one programme is active at a time. Saving an active programme switches every other programme off automatically.
Earn points
- At the till press Customer (F2) and choose the customer.
- Sell and pay as usual.
The customer earns points on the amount paid. With 1 point per AED, a 105.00 sale earns 105 points (worth 1.05 AED). Walk-in sales earn nothing.
Redeem points
- Choose the customer.
- Press Loyalty. (This is a button on the screen; the F10 key takes a card payment.)
- Type the points to redeem, for example 500.
- Press Redeem.
With a payable of 105.00 and a balance of 600, redeeming 500 points gives a 5.00 discount: payable 100.00. The customer then holds 100 points plus the 100 newly earned on the new total, so 200. Oldest points are used first.
If the points are worth more than the bill, the discount is capped: payable 3.00 with 500 points offered uses only 300 points.
Refusals
| Situation | Message |
|---|---|
| Fewer than the minimum | 'Enter enough points for the minimum redemption.' |
| More than the balance | 'Loyalty points balance is insufficient.' |
| Offline | 'Loyalty points must be checked online.' |
| No customer | 'Choose a customer to redeem loyalty points.' |
| On a return | 'Loyalty redemption needs a customer sale.' |
| No redemption value set | 'No active loyalty redemption program is configured.' |
Returns
A return reverses earned points in proportion: a bill of 200.00 earned 200 points; returning 50.00 (a quarter) removes 50. If points were redeemed on the bill, the same share is given back with the original expiry.
Expire old points
- Open Pricing & promotions > Loyalty.
- Press Run expiry.
A message shows 'Expired N points across M accounts'. Only unused points past their expiry expire, and the liability is released to breakage income. Running it a second time expires 0, so it is safe to repeat.
Save errors
| Problem | Message |
|---|---|
| Empty code | 'A loyalty program needs a code.' |
| Duplicate code | 'Loyalty program code already exists.' |
| Negative rate or limit | 'Loyalty rates and limits cannot be negative.' |
Good to know
- Programme edits apply to future sales. Points already earned keep their balance.
- Switching off Loyalty and stored value hides the loyalty, gift card, voucher and store credit menus; reads still work.
- The coupon and loyalty features also respect the customer you picked: choose the customer before pressing PAYMENT.