Register: Awards

Awards is a store-credit reward. When an eligible member buys an item that carries an Awards Percentage, or pays dues for a class that carries one, Club Caddie adds that percentage of the amount to the member's Award voucher. The member spends the balance at checkout.

Step by step

Step 1: Click the gear icon in the top-right corner to open Settings, then select Register Settings.

Step 2: On the Register tab, set Award Expiration Schedule :. This is the date each year on which Award vouchers expire. If it is left blank, vouchers expire on December 31. If a member's first credit is added after the expiration date has already passed for the year, the voucher expires on that date next year.

Step 3: Go to Settings → Class Management, then Action → Edit Class for the class whose members should earn Awards.

Step 4: Turn on Eligible for Awards and click SAVE. Members of this class now earn Awards. The class's Awards Percentage applies to that class's membership dues when they are billed, so leave it blank if you only want Awards on purchases.

Step 5: To earn Awards on purchases, set the percentage on each item: Settings → Inventory Center → Add / Manage Items → Action → View / Edit → Details tab → Awards Percentage. Click Update. A 5 in this field adds 5% of the item price (plus any selected modifiers) to the member's Award voucher each time it is sold.

Step 6: When a member with an eligible class buys an item that has an Awards Percentage, Club Caddie adds the credit to the member's Award voucher automatically. Each member has one Award voucher, numbered AW- followed by the club and customer ID, and every credit lands on it.

Step 7: To redeem Awards at checkout, open the member's order at the register, choose Pay, and select the member's Award voucher as the payment. Apply the amount to use toward the balance; the rest stays on the voucher until it expires.

See or adjust an Awards balance

Open VOUCHERS and choose Awards in the left menu. The AWARD VOUCHERS list shows every member's voucher with Voucher Balance, Expiration Date, and Status. Search by customer name or voucher number.

• View shows the voucher details: name, voucher number, valid start and expiration dates, balance, and status.
• Usage opens the Voucher Ledger: every credit and redemption with its order ID, date, amount, and running balance. View Order opens the sale behind a line, and Export downloads the ledger.
• Make Adjustment on the Voucher Ledger adds a manual credit or debit to the balance, for example to load Awards that accrued before the program was set up.

Example scenario

Your club wants to reward members of a premium class. You set the Award Expiration Schedule, mark the class Eligible for Awards, and put 5 in Awards Percentage on the green-fee and merchandise items you want to reward. When a member buys a $40 shirt, $2.00 is added to their Award voucher.

Common questions

A customer in the right class earned nothing. Why?

Awards require the class to be attached through an active membership. A customer who only holds the class as a customer class (no membership record) does not earn. Also confirm the item sold has an Awards Percentage.

Where is the Awards Percentage on the class used?

On that class's membership dues when they are billed. Purchases use the item's own Awards Percentage.

Can I add Awards credit by hand?

Yes. VOUCHERS → Awards → Usage on the member's voucher → Make Adjustment.

Why do all vouchers show the same expiration date?

They expire on the Award Expiration Schedule date each year (December 31 when that setting is blank), unless the Awards voucher type has its own expiration strategy set under Register Settings → Club Voucher Type, which takes priority.