Manage a loyalty program

A loyalty program enables to reward your loyal customers with free products or discounts.
The loyalty program is a points based system: your customers earn points with every purchase they make.
You can set points rules (earned and consumed) automatically with the 'Automatic loyalty' application (Apps tab) or manually in each product form.

In 'Settings/Users/Access management', enable the rights:

  • 'Authorize to redeem loyalty in sales',
  • 'Set up points of the loyalty program'.

1/ Points rules


a/ In the application

Go to the Apps tab and install the 'Automatic loyalty' application.
On the setting page of the application, enter the number of points earned for each euro (or other currency) spent. You can choose that discounted products will not earn points.
You can also choose that only products linked to a specific tag will earn points (more information on product tags).


b/ In the product forms

In each product form, in the Description section, you can enter:
- a number of points earned when the product is purchased,
- a number of points deducted when the product is rewarded.
You can import and update loyalty points with a .CSV file in 'Products/Import-Export'.


2/ Earn loyalty points

Points are earned when the sale is completed.
To credit the loyalty account of your customer, you must link the sale to your customer.

You can find your customer loyalty points balance in the customer form or next to your customer name in a sale.

When a product is returned, loyalty points linked to this product are removed from your customer loyalty account.

If you modify loyalty points in a product form, it will not change past sales (no retroactivity).

In 'Settings/Users/Access management' if you enable the right 'Modify loyalty points earned by a customer on his sales history', you can alter points earned by your customer in the 'Products' section of your customer form.

In each customer form, you can add an 'initial balance of loyalty points' to add extra points to your customers (ex: when migrating from an another loyalty program).


3/ Reward loyalty


a/ In the application

Against a certain number of points, your customer can receive a discount in value or in percentage.
A 'Loyalty' button in the sale will apply the discount set up in the application, if your customer has enough points, and will deduce points consumed from his loyalty account.
A percentage discount will add a whole sale discount in the sale.
A value discount will be added as many time as possible (ex: if 100 points give a 1 eur discount, and if your customer has 350 points: a 3 eur discount will be added).


b/ In the product forms

Free product
In a sale, if a product can be rewarded for free, you will find a 'free for x points' button when you select the product. If you click on this button, the product price is turned to 0, and points set up in the product form are deducted from you customer loyalty balance.
Products rewarded with loyalty will not earn any loyalty points.

Discount in value First, create a 'Loyalty' product in your product database with a negative price (discount value) and negative points earned.
When you add this product to a sale (you can add it with a quantity), negative points set up in the 'Loyalty' product form will be deducted from you customer loyalty balance.

Discount in percentage First, create a 'Loyalty' product in your product database with a 0 price and negative points earned.
When you add this product to a sale, negative points set up in the 'Loyalty' product form will be deducted from you customer loyalty balance.
Then, add the desired discount in percentage with the discount buttons (more information).


4/ Print loyalty points on receipts

With codes, you can print on the receipt, the loyalty points earned on the sale and your customer loyalty balance. You must read this article to use these codes (see receipt templates for examples).