[IMP] point_of_sale: Update loyalty.rst

point_of_sale/advanced/loyalty.rst

@@ -1,117 +1,45 @@
-=============================================
-How to create & run a loyalty & reward system
-=============================================
+========================
+Manage a loyalty program
+========================
+
+Encourage your customers to continue to shop at your point of sale with
+a *Loyalty Program*.
 
 Configuration
 =============
 
-In the **Point of Sale** application, go to 
-:menuselection:`Configuration --> Settings`.
+To activate the *Loyalty Program* feature, go to
+:menuselection:`Point of Sales --> Configuration --> Point of sale` and
+select your PoS interface. Under the Pricing features, select *Loyalty
+Program*
 
 .. image:: media/loyalty01.png
     :align: center
 
-You can tick **Manage loyalty program with point and reward for
-customers**.
+From there you can create and edit your loyalty programs.
 
 .. image:: media/loyalty02.png
     :align: center
 
-Create a loyalty program
-========================
+You can decide what type of program you wish to use, if the reward is a
+discount or a gift, make it specific to some products or cover your
+whole range. Apply rules so that it is only valid in specific situation
+and everything in between.
 
-After you apply, go to :menuselection:`Configuration --> Loyalty Programs`
-and click on **Create**.
+Use the loyalty program in your PoS interface
+=============================================
+
+When a customer is set, you will now see the points they will get for
+the transaction and they will accumulate until they are spent. They are
+spent using the button *Rewards* when they have enough points
+according to the rules defined in the loyalty program.
 
 .. image:: media/loyalty03.png
     :align: center
 
-Set a **name** and an **amount** of points given **by currency**, 
-**by order** or **by product**. Extra rules can also be added 
-such as **extra points** on a product.
+You can see the price is instantly updated to reflect the pricelist. You
+can finalize the order in your usual way.
 
-To do this click on **Add an item** under **Rules**.
-
-.. image:: media/loyalty04.png
-    :align: center
-
-You can configure any rule by setting some configuration values.
-
--   **Name**: An internal identification for this loyalty program rule
--   **Type**: Does this rule affects products, or a category of products?
--   **Target Product**: The product affected by the rule
--   **Target Category**: The category affected by the rule
--   **Cumulative**: The points won from this rule will be won in addition to other rules
--   **Points per product**: How many points the product will earn per product ordered
--   **Points per currency**: How many points the product will earn per value sold
-
-.. image:: media/loyalty05.png
-    :align: center
-
-Your new rule is now created and rewards can be added by clicking on
-**Add an Item** under **Rewards**.
-
-.. image:: media/loyalty06.png
-    :align: center
-
-Three types of reward can be given: 
-
--   **Resale**: convert your points into money. Set a product that represents the value of 1 point.
-
-.. image:: media/loyalty14.png
-    :align: center
-
--   **Discount**: give a discount for an amount of points. Set a product with a price of ``0 €`` and without any taxes.
-
-.. image:: media/loyalty13.png
-    :align: center
-
--   **Gift**: give a gift for an amount of points
-
-.. image:: media/loyalty07.png
-    :align: center
-
-
-
-Applying your loyalty program to a point of sale
-================================================
-
-On the **Dashboard**, click on :menuselection:`More --> Settings`.
-
-.. image:: media/loyalty08.png
-    :align: center
-
-Next to loyalty program, set the program you want to set.
-
-.. image:: media/loyalty09.png
-    :align: center
-
-Gathering and consuming points
-==============================
-
-To start gathering points you need to set a customer on the order.
-
-Click on **Customer** and select the right one.
-
-Loyalty points will appear on screen.
-
-.. image:: media/loyalty10.png
-    :align: center
-
-The next time the customer comes to your shop and has enough points to
-get a reward, the **Rewards** button is highlighted and gifts can be
-given.
-
-.. image:: media/loyalty11.png
-    :align: center
-
-The reward is added and of course points are subtracted from the total.
-
-.. image:: media/loyalty12.png
-    :align: center
-
-.. seealso::
-    * :doc:`../shop/cash_control`
-    * :doc:`../shop/invoice`
-    * :doc:`../shop/refund`
-    * :doc:`../shop/seasonal_discount`
+.. note::
+    If you select a customer with a default pricelist, it will be
+    applied. You can of course change it.