Enable customer reward points

Enabling Reward Points:

• Go to Settings -> Business Settings -> Reward Points Settings

• Click on Enable Reward Point and it will get enabled.

Before diving into Loyalty Cards, make sure you’ve enabled the reward points feature.

You can find detailed instructions in our documentation Sales/Sell documentation category.

Reward Points Settings:

Reward point settings are divided into 2 parts:

1. Earning Points Settings

2. Redeem points settings

Earning Points Settings

• Reward points display name: This is a display or label name for reward points. Some people like to keep it as reward points or reward coins etc. Only used for displaying labels.

• Amount spent for unit points: This means how much the customer spent to get one reward point.

Example:

If you set it as 10, then for every Rs.10 spent by customers they will get one reward point. If the customer purchases for Rs.1000 then they will get 100 reward points.

• Minimum order total to earn a reward: The minimum amount the customer should spend to get reward points.

Example:

If you set it as 100 then the customer will get reward points only if their invoice total is greater or equal to 100. If the invoice total is 99 then they won’t get any reward points.

You can set it as a minimum of 1.

• If you set it as 100 then the customer will get reward points only if their invoice total is greater or equal to 100. If the invoice total is 99 then they won’t get any reward points. You can set it as a minimum of 1.

• Maximum points per order: Maximum reward points customers can earn in one invoice. Leave it empty if you don’t want any such restrictions.

Redeem Points Settings

• Redeem amount per unit point: It indicates the redeemed amount per point.

Example:

If 1 point is Rs.1 then enter the value as 1. If 2 points are Rs.1 then enter the value as 0.50.

• Minimum order total to redeem points: Minimum order total for which customers can redeem points.

• Minimum redeem point per order: Minimum redeem points that can be used per invoice. Leave it blank if you don’t need this restriction.

• Maximum redeem point per order: Maximum points that can be used in one order. Leave it blank if you don’t need this restriction.

• Redeem point expiry period: Expiry period for points earned by customers. You can set it in months or years. Expired points will get deducted from the customer account automatically after this period.

To display customers remaining reward points in invoices you can choose the option in the invoice layout to display it.

Creating Loyalty Cards for Customers:

Once your reward points are active, follow these straightforward steps to set up Loyalty Cards for your customers:

1. Assign a Customer ID: When adding a new customer, make sure to provide them with a unique Customer ID. This ID will serve as their key to unlocking exclusive benefits.

2. Printing the Loyalty Card: Using the assigned Customer ID, print the Loyalty Card. This card is your customer’s ticket to accumulating and redeeming reward points. You need to design & print the card externally (maybe use canva or other designing software to design the card for printing.)

3. Using Loyalty Cards at the Point of Sale (POS):

   • Select Customer: Begin by selecting the customer making the purchase. You can scan the QR/barcode code on their Loyalty Card enter the customer’s mobile number or enter the customer’s name to associate the sale with their account.

   • Complete the Sale: The system will automatically link the sale to the customer’s Loyalty Card, ensuring they receive the deserved reward points.

That’s it! You’ve successfully integrated Loyalty Cards into your KB CloudERP system.

Your customers can now enjoy a personalized and rewarding shopping experience.