[ADD] point_of_sale: How to create & run a loyalty reward system

https://docs.google.com/document/d/19Ch_qJftN6My194Ei1nxkcJ9J67gqeNeUrhWLhVOC7Q/edit#
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Yannick Tivisse 2015-11-17 15:55:12 +01:00
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=============================================
How to create & run a loyalty & reward system
=============================================
=============================================
Configuration
=============
In the **Point of Sale** application, go to
:menuselection:`Configuration --> Settings`.
.. image:: media/loyalty01.png
:align: center
You can tick **Manage loyalty program with point and reward for
customers**.
.. image:: media/loyalty02.png
:align: center
Create a loyalty program
========================
After you apply, go to :menuselection:`Configuration --> Loyalty Programs`
and click on **Create**.
.. 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.
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**, **Discount** or **Gift**.
.. 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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