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[IMP] point_of_sale: Update loyalty.rst
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‎point_of_sale/advanced/loyalty.rst

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=============================================
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How to create & run a loyalty & reward system
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=============================================
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========================
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Manage a loyalty program
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========================
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Encourage your customers to continue to shop at your point of sale with
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a *Loyalty Program*.
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Configuration
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=============
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In the **Point of Sale** application, go to
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:menuselection:`Configuration --> Settings`.
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To activate the *Loyalty Program* feature, go to
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:menuselection:`Point of Sales --> Configuration --> Point of sale` and
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select your PoS interface. Under the Pricing features, select *Loyalty
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Program*
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.. image:: media/loyalty01.png
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:align: center
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You can tick **Manage loyalty program with point and reward for
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customers**.
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From there you can create and edit your loyalty programs.
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.. image:: media/loyalty02.png
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:align: center
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Create a loyalty program
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========================
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After you apply, go to :menuselection:`Configuration --> Loyalty Programs`
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and click on **Create**.
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.. image:: media/loyalty03.png
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:align: center
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Set a **name** and an **amount** of points given **by currency**,
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**by order** or **by product**. Extra rules can also be added
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such as **extra points** on a product.
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To do this click on **Add an item** under **Rules**.
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.. image:: media/loyalty04.png
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:align: center
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You can configure any rule by setting some configuration values.
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- **Name**: An internal identification for this loyalty program rule
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- **Type**: Does this rule affects products, or a category of products?
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- **Target Product**: The product affected by the rule
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- **Target Category**: The category affected by the rule
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- **Cumulative**: The points won from this rule will be won in addition to other rules
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- **Points per product**: How many points the product will earn per product ordered
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- **Points per currency**: How many points the product will earn per value sold
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.. image:: media/loyalty05.png
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:align: center
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Your new rule is now created and rewards can be added by clicking on
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**Add an Item** under **Rewards**.
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.. image:: media/loyalty06.png
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:align: center
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Three types of reward can be given:
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- **Resale**: convert your points into money. Set a product that represents the value of 1 point.
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.. image:: media/loyalty14.png
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:align: center
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You can decide what type of program you wish to use, if the reward is a
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discount or a gift, make it specific to some products or cover your
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whole range. Apply rules so that it is only valid in specific situation
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and everything in between.
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- **Discount**: give a discount for an amount of points. Set a product with a price of ``0 €`` and without any taxes.
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.. image:: media/loyalty13.png
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:align: center
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- **Gift**: give a gift for an amount of points
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.. image:: media/loyalty07.png
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:align: center
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Applying your loyalty program to a point of sale
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================================================
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On the **Dashboard**, click on :menuselection:`More --> Settings`.
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.. image:: media/loyalty08.png
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:align: center
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Next to loyalty program, set the program you want to set.
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.. image:: media/loyalty09.png
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:align: center
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Gathering and consuming points
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==============================
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To start gathering points you need to set a customer on the order.
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Click on **Customer** and select the right one.
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Loyalty points will appear on screen.
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.. image:: media/loyalty10.png
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:align: center
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Use the loyalty program in your PoS interface
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=============================================
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The next time the customer comes to your shop and has enough points to
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get a reward, the **Rewards** button is highlighted and gifts can be
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given.
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When a customer is set, you will now see the points they will get for
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the transaction and they will accumulate until they are spent. They are
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spent using the button *Rewards* when they have enough points
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according to the rules defined in the loyalty program.
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.. image:: media/loyalty11.png
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.. image:: media/loyalty03.png
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:align: center
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The reward is added and of course points are subtracted from the total.
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.. image:: media/loyalty12.png
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:align: center
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You can see the price is instantly updated to reflect the pricelist. You
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can finalize the order in your usual way.
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.. seealso::
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* :doc:`../shop/cash_control`
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* :doc:`../shop/invoice`
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* :doc:`../shop/refund`
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* :doc:`../shop/seasonal_discount`
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.. note::
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If you select a customer with a default pricelist, it will be
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applied. You can of course change it.

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