How do I create a customer loyalty program in POS?

Reckon FAQs
Reckon FAQs Reckon Staff Posts: 364 Reckon Staff
edited August 2020 in Point of Sale (Desktop)
Decide what information you'd like to have on the cards themselves
Here are some examples of what you can include
  • Company Name
  • Customer Name
  • Customer Number
  • Barcode Number
  • Date Joined
Once you have decided what information you'd like your cards to have
Enter the relevant information into your Accounts Business software
  1. Open the Customer Centre
  2. Double click on your customer
  3. Click into the 'Additional Info' tab and fill in the appropriate fields

    Note: You will need to do this for each of your customers

Transfer your customer's data from Accounts business to POS
Follow the guide below if you aren't sure how to do this.

Note: When you reach #3 in the guide, choose to only transfer your Customer List and Customer Balances.

Activate the Customer Loyalty feature
Switch back over to the POS Administrator software
  1. Click on the Options icon located on the top toolbar

  2. Click into the Customer Loyalty tab, tick Activate Loyalty Program and then fill in the
    remaining fields (Dollar to Points ratio, Redemption Ratio, Loyalty Number etc). 

  3. When you're done, click Apply and OK. 

Assign Loyalty Number and an opening point's balance
  1. Click the 'Customers' button on the top toolbar

  2. Highlight the customer in the list and select the Loyalty button

  3. Make sure Loyalty Member is ticked and assign a Loyalty Number and a Loyalty Points Balance then click the OK 

    Note: You'll need to do this for each of your customers

Your system is now set up to use the Customer Loyalty Program.

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