mccoy88f's picture
Aug 06, 2013
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Fidelity Card ? Is possible to do it?

Hi.

Is possible to create a fidelity card to accumulate points

Somethink like 10 euros = 10 points

Or somethink like Coke = 1 points, hamburger = 5 points?

Thanks

4 answers

JohnSCS's picture
JohnSCS
Aug 06, 2013
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Yes. That has been one of the biggest reasons for adding accounts and multicurrency to V3. We have the flexibility to create loyalty systems that are creative. 

But before you can implement it, you need to design how it will work. The simplest way is in the form of credit on an account. When people think of loyalty they automatically complicate it with a points system which to implement can be very messy because each product will have a points score which must be handled with rules. If you have many products you can imagine the nightmare in getting it working and the conversion of points. 

Most of my clients work this issue out fairly fast when you ask them to explain how it should work. So, we go back to basics which is - for loyal customers you are giving them back money that they can use later. So the question is how much. 

One solution is cash discounts on selected product groups if they are a member. Another is a percentage of the sale back as credit on their account, which can be on selected items or groups or on the whole sale. 

The classic is buy 10 coffees and get one free. So they spend $40 on coffees to get a $4 coffee free - 10% is your loyalty. It costs $2 to make the coffee, so why not give them 5% credit to use on anything you sell. The more they spend the more they get, and the more they buy. 

The moral is keep it simple so the customer see's the benefit and that the staff can also understand How it works. 

So how hard do you want to make it on yourself? Your the one that has to set it up. You can create almost any possibility with SambaPOS, but it will take time If its complicated. 

mccoy88f's picture
mccoy88f
Aug 06, 2013
Reputation: 33
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Thanks for answer... i wanna make it simple as i can

The best and simple i think is usign customare card... (sambacard)
every time a client pay  (for example: pay 10 $ and charge back 1 $ on his account)

How can i try to do that? I think i need to setup sambacard before all

How can you help me then?

thanks

A very basic setup using Customers Entity.

Accounts->Account Type->Customer Accounts->Rules = Credit   **This sets all Customers as a credit only facility - no running accounts.

Accounts->Accounts - add 'Loyalty Rewards' to 'Discount Accounts'  ** This is to track loyalty payments

Accounts->Transaction Types - add 'Customer Loyalty Payment', Source = Customer Accounts, Target = Discount Accounts, Default Source is blank, Default Target = Loyalty Rewards

Create an Action
- Name : Loyalty Payment
- Action Type : Create Account Transaction
- Account Transaction Type Name : Customer Loyalty Payment
- Amount : [:Value]

Create an Action
- Name : Payment Type
- Action Type : Update Program Settings
- Setting Name : PaymentType
- Setting Value : [:Value]
- Update Type : Update
- Islocal : True

Create a Rule
- Name : Payment Processed Type
- Event Name : Payment Processed
- Actions - Payment Type, Value : [:PaymentTypeName]

Create a Rule
- Name : Loyalty Payment
- Event Name : Ticket Closing
- Custom Constraint : "{:PaymentType}" != "Customer Account"
- RemainingAmount = 0
- Action - Loyalty Payment, Value : [=[:TotalAmount] * 0.05]    ** 5% reward

This will add 5% of the sale onto the customer account if they use any form of payment other than the account (I don't beleive in giving rewards on rewards). If you want to give loyalty for only Cash and not EFTPOS as well, then use "{:PaymentType}" == "Cash"

It also means that you can select the Customer at anytime during the sale before payment.

Hi JohnSCS

 

I really like your idea for customer rewards, but for some reason it is not working for me. It is not adding Loyalty Rewards Earned to Customer's Account.

 

I would like to add another account to Customer Account called Rewards Earned or Cashback. This field should accumulate the Cash Earned from sales.

 

Having a seperate will help with accounting system.

 

Any chance you can give some pointers where to begin.

 

Thanks

 

mccoy88f's picture
mccoy88f
Aug 14, 2013
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where i can see how many credit do they have

JohnSCS's picture
JohnSCS
Aug 15, 2013
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When you select the customer, it will show at the top of the POS screen and payment screen. 

Or you can create an Account Screen for the customers, and view them from manage -> accounts. 

 

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