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Settings : Setting or Adjusting an Item's Loyalty Points

Article Contents: Step-by-step instructions for setting loyalty points on inventory items from the Inventory Center or directly from the Register.


Option A: Set Through Inventory Center

Step-by-Step:

Step 1: Select the Settings icon. Then, select Inventory Center.


Step 2: The system will display a list of items within your selected department and sub-department. Find the item you want to update and click View/Edit.

Step 3: The Edit Item of Inventory window will open. Scroll down to the loyalty section and configure the following fields:

  • Loyalty Type: Select Fixed to award the same number of points each time the item is purchased, or select Points Per Dollar to calculate points automatically based on the item's price.
  • Loyalty Value / Earn: If you selected Fixed, enter the number of points to award per transaction. For example, entering 16 means the customer earns 16 points every time they buy this item. If you selected Points Per Dollar, this field will be disabled — points are calculated automatically.
  • Loyalty Redemption: Enter the number of points required to redeem value toward this item. For example, 160 means 160 points are needed for redemption.


Step 4: Click Update. The loyalty settings are saved to that item.

If you cannot click into the loyalty fields, check whether the item is part of a combo. Loyalty points cannot be configured on combo items.

 

Option B: Set Through the Register

Step-by-Step:

Step 1: Select the Register module from the module navigation menu.

Step 2: Locate the item in the inventory panel on the left side of the screen. Right-click the item and select Edit Inventory from the drop-down menu.


Step 3: The Edit Item of Inventory window will open. Configure the same loyalty fields as described in Option A: Loyalty Type, Loyalty Value / Earn, and Loyalty Redemption.

Step 4: Click Update. Changes take effect immediately at the register.


Related Articles

Settings : Loyalty Points Overview

Register Settings: Loyalty Points – Inventory Specific Item Earning