diff --git a/point_of_sale/advanced/loyalty.rst b/point_of_sale/advanced/loyalty.rst index 51197b526..44046bc1e 100644 --- a/point_of_sale/advanced/loyalty.rst +++ b/point_of_sale/advanced/loyalty.rst @@ -1,3 +1,103 @@ ============================================= How to create & run a loyalty & reward system -============================================= \ No newline at end of file +============================================= + +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` \ No newline at end of file diff --git a/point_of_sale/advanced/media/loyalty01.png b/point_of_sale/advanced/media/loyalty01.png new file mode 100644 index 000000000..93bbae43a Binary files /dev/null and b/point_of_sale/advanced/media/loyalty01.png differ diff --git a/point_of_sale/advanced/media/loyalty02.png b/point_of_sale/advanced/media/loyalty02.png new file mode 100644 index 000000000..5d29f2083 Binary files /dev/null and b/point_of_sale/advanced/media/loyalty02.png differ diff --git a/point_of_sale/advanced/media/loyalty03.png b/point_of_sale/advanced/media/loyalty03.png new file mode 100644 index 000000000..ae63088ff Binary files /dev/null and b/point_of_sale/advanced/media/loyalty03.png differ diff --git a/point_of_sale/advanced/media/loyalty04.png b/point_of_sale/advanced/media/loyalty04.png new file mode 100644 index 000000000..2f377a993 Binary files /dev/null and b/point_of_sale/advanced/media/loyalty04.png differ diff --git a/point_of_sale/advanced/media/loyalty05.png b/point_of_sale/advanced/media/loyalty05.png new file mode 100644 index 000000000..5d2929876 Binary files /dev/null and b/point_of_sale/advanced/media/loyalty05.png differ diff --git a/point_of_sale/advanced/media/loyalty06.png b/point_of_sale/advanced/media/loyalty06.png new file mode 100644 index 000000000..15b25f0ec Binary files /dev/null and b/point_of_sale/advanced/media/loyalty06.png differ diff --git a/point_of_sale/advanced/media/loyalty07.png b/point_of_sale/advanced/media/loyalty07.png new file mode 100644 index 000000000..e1f57a376 Binary files /dev/null and b/point_of_sale/advanced/media/loyalty07.png differ diff --git a/point_of_sale/advanced/media/loyalty08.png b/point_of_sale/advanced/media/loyalty08.png new file mode 100644 index 000000000..e41675c04 Binary files /dev/null and b/point_of_sale/advanced/media/loyalty08.png differ diff --git a/point_of_sale/advanced/media/loyalty09.png b/point_of_sale/advanced/media/loyalty09.png new file mode 100644 index 000000000..fbf311dc7 Binary files /dev/null and b/point_of_sale/advanced/media/loyalty09.png differ diff --git a/point_of_sale/advanced/media/loyalty10.png b/point_of_sale/advanced/media/loyalty10.png new file mode 100644 index 000000000..c72cfc74b Binary files /dev/null and b/point_of_sale/advanced/media/loyalty10.png differ diff --git a/point_of_sale/advanced/media/loyalty11.png b/point_of_sale/advanced/media/loyalty11.png new file mode 100644 index 000000000..fdca4968a Binary files /dev/null and b/point_of_sale/advanced/media/loyalty11.png differ diff --git a/point_of_sale/advanced/media/loyalty12.png b/point_of_sale/advanced/media/loyalty12.png new file mode 100644 index 000000000..ab2b9d99f Binary files /dev/null and b/point_of_sale/advanced/media/loyalty12.png differ