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Customer Loyalty Scheme

Hi,

We would like to setup a loyalty scheme within our store. I have read about setting up Customer Accounts and the pricing brackets you can enter; A, B, C, D.

I have a few questions below which I would like to know the answers too if anybody knows:

  1. Using this method, does the customer account number have to be entered prior to the transaction?
  2. When the account information is entered, does the screen on the till return to the normal sales entry screen or do you have to push/tap a custom button to then enter the transactions
  3. Are there any changes needed to relate a database table or entry in that table to allow the relation between that transaction and the customer to happen - if that makes sense
  4. How does the price bracket facility link with the customer?
  5. If I enter only a price in D (maybe Gold Customer Price) and no other price in A,B or C does the system take just D price as the sale price.
  6. Similar to question 5, if there are prices in A, B, C and D, how do I know what the customer level is and how do I select the correct one on the screen
  7. We use BarTender to print all our price tags etc, can I use this to print the Customer Account number onto a card or even purchase another card machine to use a magnetic strip?
  8. Is the system able to convert cash purchases into "points" like Tesco's do. They get 1 point for each 5 pounds they spend, when they get to 50 points they get 10 pounds of credit available to spend in the store.

I think this is enough (maybe to much) for now. Any answers would be much appreciated as I reckon I'll be fired if I don't get something back.

Thanks in advance.

Ken

Reply to
Ken Rainforth
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Ken,

  1. No

  1. Just F7 Set Customer, to select the right one, it will then return to the POS screen

  2. Huh?

  1. Price level is stored per customer, item price levels stored per item, select a customer, they get the price level stored in the items table

  2. Depends on how you setup RMS. Look at your options in SO Manager | File | Configuration | Inventory tab | Price Calculation section.

  1. It will automatically be done when you enter the customer

  2. Maybe. If BarTender can access the RMS data, you good to go. Never used it. No need for a mag stripe, just do the bar code.

  1. Not without an add-on. Search the group for "loyalty" for different vendors products

Reply to
Jeff

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