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Create new loyalty program

Enter name of Loyalty program, select whether single tiered or multi tiered (gold , silver etc..) Set a start and end date for the program, select the customer group and territory for which program is applicable, the default is all, for opting in all customers by default, tick on Auto opt in (for all customers).

In the table enter:

  • Tier name : to be assigned to customer based on his eligibility.
  • Collection factor: how much of an amount needs to spent to gain 1 loyalty point
  • Minimum amount: spent to qualify into that tier.
  • Set the conversion factor, e.g: 1 point= 1USD etc..
  • Set an expense account from where you will offer the benefits, and set cost center to track profit/loss from the loyalty program.

pos/newloyatlyprogram.txt · Last modified: 2020/01/15 10:56 by root