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Customer Loyalty Functionality

Card Genaration

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Customer Loyalty Functionality

  • Card Generation
  • Loyalty Member
  • People Count

In business, it is quite important to reward customers for their excessive purchase. This is a practice of improving business and promoting products over decades. This module allows creatinga card for each customer and also displays the existing customer cards. The card name, discount and point benefits details will be entered here.
Customer Loyalty -> Card Generation
The card generation form will look like this.

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SI.NO

CARD GENERATION DETAILS

DESCRIPTION

1

Card Name

Enter card name.

2

Prefix

Enter the prefix name.

3

Suffix

To be selected by pressing F2.

4

Auto Number Segment  Length

To specify the length of characters between prefix and suffix.

5

Padding Char (Optional)

To specify first number of series that will be generated.

6

Start From

Enter the number of days.

7

Validity

Enter the number of days.

8

Save

To save card details.

9

Discount benefits-Benefit Name

To enter benefit name. Existing benefit name selected by pressing F2.

10

Discount

Discount% displayed on selecting the benefit name.

11

Effective From

Enter the date.

12

Point benefits-Benefit Name

To enter benefit name. Existing benefit name selected by pressing F2.

13

Rule

Optional.

14

Effective From

Enter date.

15

Opening Point

Enter the opening points.

16

Allocate To Site

It is Optional to select a site. To be selected from drop down.

17

Generate

To generate the card.

18

Clear

To clear card details.

19

Cancel

To close the card generation window.

Customer Benefits

  • Name: Discount Benefits For Gold Members.
  • Description: This benefit allows the member to gain 10% Discount on the purchase bill.

Points benefits

Card generation is done using two types they are:Discount Benefits, Point Benefits

    • Card name- This specifies the name of the particular card. It is a mandatory and unique field.
    • Prefix/Suffix- The card number sequence can have both prefix (before the number) and suffix (after the number) attached to the card number. For example, if prefix is given as T and suffix as [YYYY], it will create number as T\00001\2014.
    • Auto Number Segment Length- Length of the characters between prefix and suffix. For eg if the length is set to five the numbers will be 00001, 00002.
    • Padding char- This can be used to specify the first number of series that will be generated sequentially. If the padding char is set to 0 then the number will be 00001.
    • Start from/validity- To specify the number of days this card will be valid for.
    • Discount Benefits- This kind of benefit is used to provide discount in percentage to the member having the card. 
  • Point Benefits- In this type of benefit, with every new purchase made, the members will accumulate points and can use it to redeem as a payment option while making any purchase.
  • Discount%- The discount percentage needs to be specified here

End