Loyalty Cards

Loyalty cards are issued by a retailer to it's customers as part of an incentive scheme, whereby credits are accumulated for future discounts every time a transaction is recorded.

 

Go to Customer Main Form > Select the Loyalty tab.

Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.

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Step 1

Add all your loyalty cards by clicking on the Plus Button , next to Loyalty Card. To add a card go to Customer > Extra > Loyalty > Loyalty Types.

(Click the X to remove the card.)

 

Step 2

To keep track of the amount of Loyalty Points Redeemed, add a general ledger account with name, for e.g. Loyalty Points Redeemed.

The loyalty account is usually an expense account. This account will be debited when the customer pay an invoice with Loyalty Points. The default VAT for this account must be Input Tax. You are in effect giving the customer discount.

 

Notes

Swipe the loyalty card in the Invoice Form by pressing F11 or clicking on the button. See image below.

 

Where can I see the loyalty points earned?

1.0 For a detailed list of transactions click on the Show Transactions Button

2.0 You can see a list of points earned on the Customer > Extended Lookup or Loyalty Card Lookup Look for the LC Name and LC Points columns.

3.0 Go to Loyalty Card Lookup to get a list of emails that must be send to the customer.

 

 

You can also go to Customer > Extra > Loyalty > Loyalty Card Detail

 

 

Note

To keep track of the amount of Loyalty Points Redeemed, add a general ledger account with name, for e.g. Loyalty Points Redeemed.

The loyalty account is usually an expense account. This account will be debited when the customer pay an invoice with Loyalty Points. The default VAT for this account must be Input Tax. You are in effect giving the customer discount.

 

The transaction will look as follows:

 

Sale amount R100 (exclusive) and redeemed 50 Points (R)

 

or put in other words

 

Sale exclusive    100.00

VAT @14%          14.00

Total                    114.00

Less discount       50.00 (50 points redeemed)

Due by customer  64.00 (Vat Inclusive)

 

Thus, the VAT which must be paid over will = 64 * 14/114 = 7.86 This is the same as above 14.00 - 6.14 = 7.86

 

 

See also Invoice > Gift Cards