Loyalty Campaign
In order to serve companies that want to use purchase voucher, gifts, and self-liquidate, a loyalty campaign can be made, in which, for each sales transaction made, points are computed for the customer, according to the score rule defined by the system administrator.
Through the accumulation of points in sales transactions, the customer can recover the points of loyalty card in exchange of:
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Purchase vouchers – established value that can be used as a payment term for future purchases. |
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Gifts - products offered for free. |
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Self-liquidate - discounts in the purchase of other products. |
The customer can use purchase values, gifts, or self-liquidate in any store of the network, as long as they are used in their maturity period. More than one gift can be recovered during the campaign period, according to the balance of points available and criteria of points.
Practical Application
One company created a loyalty campaign in which the customers that purchase more than R$ 100.00 in the loyalty card receive 10 points in bonus to be exchanged in purchase values, gifts, or self-liquidate.
For each 100 points accumulated, customers can exchange for one purchase value of R$ 30.00, or a gift ball, and/or can take a pair of sneakers with 30% discount.
To use this resource of loyalty campaigns in Assisted Sales, the integrated use with the module Loyalty and Credit Analysis is necessary.
Definitions of the module Credit Analysis and Loyalty
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Σχορε Ρεγιστερ - Ρουτινε ιν ωηιχη τηε ρυλεσ ϕορ σχορε οϕ πυρχηασεσ μαδε βψ χυστομερσ, ωηετηερ βψ ϖαλυεσ ορ προδυχτσ, ανδ τηε ματυριτψ περιοδ αρε δεϕινεδ: |
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Χαμπαιγν Ρεγιστερ Ρουτινε ιν ωηιχη χριτερια το ρεχοϖερ τηε ποιντσ τηατ χαν βε εξχηανγεδ ϕορ πυρχηασε ϖουχηερσ, γιϕτσ, ορ σελϕ λιθυιδατε αρε δεϕινεδ. These criteria can be changed according to the retail period and average score of customers; |
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Πυρχηασε ςουχηερ Ρεγιστερ Ρουτινε ιν ωηιχη δατα οϕ τηε πυρχηασε ϖουχηερ χαρδ το βε υσεδ βψ τηε χυστομερ αρε δεϕινεδ, συχη ασ χοδε, οριγιν στορε, ϖαλυε, ανδ στατυσ; |
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Ρελεασε Ρεασον Ρουτινε ιν ωηιχη τηε ρεασονσ ϕορ ρελεασε οϕ ρεχοϖερψ/πυρχηασε ϖουχηερ υσε αρε ρεγιστερεδ; |
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Σχορε Ρουτινε Ρουτινε τηατ εναβλεσ τηε μανυαλ μαιντενανχε οϕ ποιντσ ιν χασε οϕ αννοτατιον προβλεμσ. |
Definitions of the module Store Control/Point of Sales
In Assisted Sales:
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In Assisted Sales, the code of customer's loyalty card must be entered. |
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Customer's data are displayed to confirm the cash register operator before starting sales or quotation operation. |
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When a sale transaction is made through dependents loyalty cards, points are accumulated in the holder card. |
In exchange of goods:
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Customer's points are updated, adding or subtracting points according to the exchange negotiation. |
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Customer's points are updated, subtracting points regarding the return of goods. |
In sale cancellation:
Customer's points are updated, subtracting points regarding the sale cancellation.
Notes about the use of purchase voucher
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Purchase voucher does not give change and it cannot be used to pay installments. Purchase voucher is only valid to purchase products. |
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It is valid from the moment it is delivered to the customer until the campaign final date. It can even be used on the same day, but not in the same transaction. |
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After its due date, the customer cannot use the purchase value anymore. If the customer tries to use it, the system indicates the purchase voucher is expired and does not allow its receipt. Therefore, the system makes the voucher exchange less rigid, after a period with the authorization by password. In this situation, the following data are controlled: person authorizing, store, POS, date, time and reason; |
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Purchase value is characterized as a payment term present in table 24 and it is considered as a type of cash in the Fiscal Printer. |
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The total of purchase cannot be lower than the total of purchase vouchers presented by the customer. However, when there is a difference limited to $ 9.99, the cash register operator can receive purchase vouchers if they are higher than the total value of the sales transaction. Change must be cash called Purchase Voucher that is not returned to the customer. It is accumulated in the cash register. |
 Important:
Cash register operator must be trained to identify the amount of purchase vouchers the customer will use in the sales transaction. The points of a new sale paid by purchase vouchers are assigned to the bearer customer, according to the following example:
Total of the Sales Transaction |
100.00 |
Total of Vouchers |
50.00 |
Value Paid |
50.00 correspond to 50 points that are assigned to the customer that holds the voucher (new or the customer who made the recovery). |
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Purchase vouchers cannot be delivered to customers with a single purchase, with all pending installments (whether they are about to expire or delayed). |
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For the exception to the rules, the operation must be released through password of authorized user. Besides, the existence of a register of exception reasons is also necessary: |
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To accept purchase vouchers outside the rules. |
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To accept purchase vouchers outside the rules. |
Recovery of purchase vouchers, gifts, and self-liquidate
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Ονλψ χυστομερσ ωιτη ρεγιστερεδ λοψαλτψ χαρδσ χαν ρεχοϖερ πυρχηασε ϖουχηερσ/γιϕτσ ορ προδυχτσ ωιτη σπεχιαλ δισχουντσ (σελϕ-λιθυιδατε); |
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Gifts cannot be delivered to customers with overdue installments. The operator is warned about this situation. |
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By taking the gift, the customer remains with the balance of points. |
Total of the Sales Transaction |
1500 |
Purchase Voucher Recovery |
1000 (corresponding to $ 50.00 discount) |
Balance of Points |
500 |
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The points are exchanged by purchase vouchers, gifts, or self liquidate between the initial and final campaign period. Exchange must be made flexible after the period authorized by password. |