[IMP] point_of_sale: Update loyalty.rst

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============================================= ========================
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 Configuration
============= =============
In the **Point of Sale** application, go to To activate the *Loyalty Program* feature, go to
:menuselection:`Configuration --> Settings`. :menuselection:`Point of Sales --> Configuration --> Point of sale` and
select your PoS interface. Under the Pricing features, select *Loyalty
Program*
.. image:: media/loyalty01.png .. image:: media/loyalty01.png
:align: center :align: center
You can tick **Manage loyalty program with point and reward for From there you can create and edit your loyalty programs.
customers**.
.. image:: media/loyalty02.png .. image:: media/loyalty02.png
:align: center :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` Use the loyalty program in your PoS interface
and click on **Create**. =============================================
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 .. image:: media/loyalty03.png
:align: center :align: center
Set a **name** and an **amount** of points given **by currency**, You can see the price is instantly updated to reflect the pricelist. You
**by order** or **by product**. Extra rules can also be added can finalize the order in your usual way.
such as **extra points** on a product.
To do this click on **Add an item** under **Rules**. .. note::
If you select a customer with a default pricelist, it will be
.. image:: media/loyalty04.png applied. You can of course change it.
: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`

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