BEST POS - Loyalty programs enrollment points redemption

Loyalty Programs: Enroll a Customer and Use Points in BEST POS

Summary

This guide explains how to enroll a customer in a loyalty program, earn points during a sale, check the balance, and redeem points as a discount at the register. It also covers accrual rules, expiration, item exclusions, and end-of-day controls.

Step-by-step Instructions

1) Prerequisites and settings

  • Loyalty program enabled in BackOffice (accrual rules, conversion rate, expiration).
  • Role permitted to edit customer profiles and apply loyalty rewards.
  • Configured exclusions (items, categories, promotions) per policy.

2) Enroll a customer

  1. At POS, attach the customer (search or create).
  2. Open the customer record and enable Loyalty program = Yes.
  3. Fill required contact fields (email, phone) for statements.
  4. Save. The customer is now eligible to earn.

3) Earn points during a sale

  1. Process the sale with the customer attached.
  2. At Subtotal, confirm the estimated points (if shown).
  3. Complete payment. Points earned are posted automatically (excluding ineligible lines).

4) Check points balance

  • From the customer record, open Loyalty to view balance, transactions, and expiration dates.
  • At POS, use View points (if available) for a quick check.

5) Redeem points as a discount

  1. With the customer attached, click Loyalty reward.
  2. Select the points amount to redeem or the equivalent value (per conversion).
  3. The discount applies to the basket. Verify taxes and totals.
  4. Complete the sale. The points balance updates.

6) Adjustments, expiration, and corrections

  • Manual adjustment (manager): add/deduct points with a logged reason.
  • Expiration: expired points are unusable; send reminders before expiry.
  • Returns: earned points are reversed; if points were redeemed, recalc the credit value.

Fixes and FAQs

  • No points earned: ensure the customer is enrolled and attached; check exclusions.
  • Incorrect balance: review transaction history, recent returns, manager adjustments.
  • Redemption denied: insufficient or expired points; verify conversion settings.
  • Conflict with promo: non-stackable rules apply; choose promo or loyalty reward, not both.



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