diff --git a/point_of_sale/advanced/loyalty.rst b/point_of_sale/advanced/loyalty.rst index a3cebe050..e83300506 100644 --- a/point_of_sale/advanced/loyalty.rst +++ b/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` \ No newline at end of file +.. note:: + If you select a customer with a default pricelist, it will be + applied. 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