Knowledge Base

Issuing Customer Rewards

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During the tendering of a transaction, a customer may meet the predetermined benchmark for receiving a reward.

Of course, for the system to check a customer's Rewards premiums, you must have the customer entered at the POS screen during the transaction.

While tendering out a transaction, if the customer meets the premium requirements, a message will display on the POS screen

The reward will be automatically issued.

The reward will appear as a Balance Card line item, and the amount shown is the dollar amount the customer will receive as the reward.

The customer can then use this reward on any subsequent transactions in the store.

Though it will likely be rare, during any single transaction, multiple Rewards premiums can be issued if the customer qualifies for them.

Each reward will have its own Balance Card line item.

Prior to tendering the sale, you can check the customer's Rewards account(s), if they have any.

If the customer does have an active Rewards premium attached to his or her file, a gift-box icon will appear at the top of the POS screen, to the right of the customer's name and contact information.

To the left of the gift-box icon are the words Reward Member

  • This is actually a link.
  • To check on the Rewards account(s) for this customer:
  • Click on the Reward Member link.
  • The Customer Rewards find window opens, with information on the customer's Rewards account(s).
    • If you have security access to do so, you can actually edit the Rewards information at this screen, if needed, even during the sale itself.
  • The Customer Rewards Find window will display the progress the customer is making toward meeting the Rewards premium requirements.
    • If the system administrator has checked the Prompt for Reward Membership if Non-Member field in the Register program
    • A prompt will automatically display once a customer who has no Reward membership is called up during a transaction.
    • If the customer wishes to become a Reward member, simply select Yes at the prompt
    • The Rewards Properties window will display
    • Here you can choose the Reward program the customer wants to join.
    • If the Reward program has a fee attached to it, the fee will automatically be added to the transaction in the form of the Service that was attached to it in the Rewards Properties program.

Program Behaviors

Multiple Premiums Allowed:

This is the standard / legacy reward program behavior.

A customer can be associated with multiple reward programs.

When a customer has multiple programs, POS will review the quantifying rules for each program in the order they appear on the Customer Reward Properties screen. Credit is assigned to the first program which the product qualifies.

POS issues the reward premium once the requirements are met. If there are extra qualifying items in the sale, the unused items are credited towards the next reward.

These programs can be associated with a membership.

Single Premium when earnings met:

The Single premium program is exclusive. A customer cannot belong to other reward programs.

Qualifying items are credited and retained for the customer until the reward requirements are met.

Once the reward requirements are met, POS will issue the reward and reset the earnings.

Any extra qualifying items are not carried forward toward the next reward.

Using a percentage of the sale amount allows credit for all qualifying items.

Only one reward will be issued per sale.

This program can be associated with a membership.

This type of program works well for a community “give back” donation program.

Membership Only:

The Membership Only program is exclusive. A customer cannot belong to other reward programs.

Reward premiums are not earned under this type of program. Only the membership dates and discount features are allowed.

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