diff --git a/content/applications/sales/sales/products_prices/loyalty_discount.rst b/content/applications/sales/sales/products_prices/loyalty_discount.rst index 0bdc9857a..12507d34d 100644 --- a/content/applications/sales/sales/products_prices/loyalty_discount.rst +++ b/content/applications/sales/sales/products_prices/loyalty_discount.rst @@ -32,43 +32,51 @@ Or, if there are already existing programs, select an existing program to edit i :alt: Discount and loyalty program template cards. .. note:: - Templates only appear when no programs have been created, and they disappear once the first + Templates **only** appear when no programs have been created, and they disappear once the first program is created. Creating or editing a program opens the program form. -The program form contains the following options: - -- :guilabel:`Program Name`: Enter the name of the program. The program name is *not* visible to the - customer. -- :guilabel:`Program Type`: Select the desired :ref:`program type - `. -- :guilabel:`Currency`: Select the currency used for the program. -- :guilabel:`Points Unit`: Enter the name of the points used for the :guilabel:`Loyalty Cards` - program (e.g. `Loyalty Points`). The points unit name *is* visible to the customer. This field is - only available when the :guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`. -- :guilabel:`Validity`: Select the date until which the program is valid. Leave this field blank for - no end date, meaning the program is always valid and does not expire. -- :guilabel:`Limit Usage`: Check this box and enter a number to limit the number of times the - program can be used during the :guilabel:`Validity` period. -- :guilabel:`Company`: In the case of multiple companies, choose the company for which the program - is available. -- :guilabel:`Available On`: Select the app(s) on which the program is available. -- :guilabel:`Website`: Select the website(s) on which the program is available. Leave this field - blank to make it available on all websites. -- :guilabel:`Point of Sale`: Select the point(s) of sale at which the program is available. Leave - this field blank to make it available at all :abbr:`PoS (Point of Sale)`. - .. image:: loyalty_discount/price-programs.png :align: center :alt: Program options on the loyalty program form. +The program form contains the following fields: + +- :guilabel:`Program Name`: Enter the name of the program in this field. The program name is **not** + visible to the customer. +- :guilabel:`Program Type`: Select the desired :ref:`program type + ` from the drop-down menu. +- :guilabel:`Currency`: Select the currency used for the program. +- :guilabel:`Pricelist`: If desired, select a pricelist from the drop-down menu to have this loyalty + program applied to a specific pricelist (and customers attached to the pricelist). More than one + pricelist can be selected in this field. When a single loyalty program is linked to several + pricelists, it makes it viable for different customer segments to have different pricelists, but + the *same* loyalty programs. If this field is left blank, the program applies to everyone, + regardless of pricelist. +- :guilabel:`Points Unit`: Enter the name of the points used for the :guilabel:`Loyalty Cards` + program (e.g. `Loyalty Points`). The points unit name *is* visible to the customer. This field is + **only** available when the :guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`. +- :guilabel:`Start Date`: Select the date on which the program becomes valid. Leave this field blank + if the program should always be valid and not expire. +- :guilabel:`End Date`: Select the date on which the program stops being valid. Leave this field + blank if the program should always be valid and not expire. +- :guilabel:`Limit Usage`: If desired, tick this checkbox, and enter a number of :guilabel:`usages` + to limit the number of times the program can be used during the validity period. +- :guilabel:`Company`: If working in a multi-company database, choose the one company for which the + program is available. If left blank, the program is available to all companies in the database. +- :guilabel:`Available On`: Select the apps on which the program is available. +- :guilabel:`Website`: Select a website on which the program is available. Leave this field blank to + make it available on all websites. +- :guilabel:`Point of Sale`: Select the point(s) of sale at which the program is available. Leave + this field blank to make it available at all :abbr:`PoS (Point of Sale)`. + .. note:: The options available on the program form vary depending on the :ref:`Program Type ` selected. All of the existing cards, codes, coupons, etc. that have been generated for the program are -accessible through the smart button located in the upper-right corner of the form. +accessible through the smart button located at the top of the form. .. image:: loyalty_discount/price-programs-items.png :align: center @@ -83,16 +91,16 @@ The different :guilabel:`Program Types` available on the program form are: - :guilabel:`Coupons`: Generate and share single-use coupon codes that grant immediate access to rewards. -- :guilabel:`Next Order Coupons`: Generate and share single-use coupon codes that grant access to - rewards on the customer's next order. - :guilabel:`Loyalty Cards`: When making purchases, the customer accumulates points to exchange for rewards on current and/or future orders. - :guilabel:`Promotions`: Set conditional rules for ordering products, which, when fulfilled, grant access to rewards for the customer. - :guilabel:`Discount Code`: Set codes which, when entered upon checkout, grant discounts to the customer. -- :guilabel:`Buy X Get Y`: For every X item bought, the customer is granted 1 credit. After - accumulating a specified amount of credits, the customer can trade them in to receive Y item. +- :guilabel:`Buy X Get Y`: for every (X) item bought, the customer is granted 1 credit. After + accumulating a specified amount of credits, the customer can trade them in to receive (Y) item. +- :guilabel:`Next Order Coupons`: Generate and share single-use coupon codes that grant access to + rewards on the customer's next order. 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