A feature exists in BBS where users can set up a loyalty program for their customers where they can earn points for products purchased and redeem points when point targets have been reached. If your business would like to offer your customers access to a loyalty program please contact support@bbsoftware.com.au to have this enabled in your system.
Users can mark customers ineligible for the loyalty program via Customer Masterfile Maintenance if you don't want to roll it out to all of your customers.
Customer Masterfile Maintenance Screen
The number of points earned on products is determined by product group and will need to be set up via Product Group Maintenance.
Product Group Maintenance Screen
Product codes available for redemption under the loyalty program need to be marked available as a loyalty point claim in Product Masterfile Maintenance. Users can also set up promotional periods where customers can earn extra points when they purchase those products. Please refer to Product Masterfile Maintenance for more information.
Loyalty points earned do not become available for redemption until the invoice they were obtained on has been paid in full.
Users can view in more detail a customers loyalty point status in the Loyalty Points (xx Rolling Pds) tab of the Global Customer Enquiry.
Customer Loyalty Program Statements can be generated and sent to customers. Please refer to Customer Loyalty Points Statements (Rolling) for more information.
There are also two reports that can be generated for loyalty points. Please refer to Loyalty Points - Claims Report and Loyalty Points - Liability Report for more information.
Entering a Customer Loyalty Point Claim
When a customer has earned enough points and they wish to redeem them, users will need to create a sales order via Sales Order Entry/Maintenance and tick the Loyalty Claim box.
When users clicks Next (F6) the below pop up will appear informing users the number of available points the selected customer has.
Enter the product code and quantity for the product being claimed. Where the product code being claimed is for money off the customers account balance users with access can Save Order and Auto-Invoice which will print out a delivery docket to give to the accounts department to finalise, or where the product code being claimed needs to be ordered in, the loyalty points will be deducted from the customers account when the stock has been receipted in and the sales order is invoiced. Please note, if the claim was placed via a web order and that one line item is converted to a sales order on its own, BBS will tick the loyalty claim box automatically. |
