Hi. How can we help?

Issuing loyalty cards to customers

     Plan availability

  Advanced plan or have Loyalty module  

   

 

Along with Loyalty's feature, you may choose to issue physical loyalty cards to your customers. Loyalty cards serve as a reminder of your store's Loyalty program and can help incentivize your customers to make repeat purchases at your store.

Loyalty cards can also save you time during a sale because Retail POS can identify your customer when you scan the barcode on the loyalty card and quickly add them to the sale. This article guides you through setting up and using loyalty cards at your store.

Before issuing loyalty cards

Before you can issue loyalty cards, you need to enable Loyalty in Retail POS and acquire physical loyalty cards to issue to your customers.

Enabling Loyalty

To enable Loyalty in Retail POS, see the instructions in Setting up Loyalty in Retail POS (X-Series). Once enabled, you can offer your customers loyalty for making purchases in your store.

Get your loyalty cards

After you have enabled Loyalty, you need to get physical loyalty cards. You can purchase these from a loyalty card supplier or print out your own and assign a code to the card manually.

Setting up loyalty cards

Before you can issue a loyalty card to a customer, you need to assign it to their customer profile.

Your loyalty cards come prepopulated with barcode numbers. To assign a loyalty card to a customer, enter this barcode number into the Customer code field when editing or creating a customer profile.

Assigning a loyalty card number to a new customer

  1. On the sell screen, enter the new customer's name into the Add a customer field.
  2. Select + Add "X" as a new customer.

    click-to-add-new-customer.png

  3. Enter the customer's first name, last name, and any other relevant contact information.
  4. Select the Details tab.

    Click-details-to-add-code.png

  5. In the Customer code field, scan or manually enter the loyalty card barcode number.

    add-customer-code.png

  6. Select Create new customer.

The loyalty card is now associated with your customer's profile.

Assigning a loyalty card number to an existing customer

  1. From the main menu, to Customers > Customers.
  2. Use the available fields and filters to find the customer.
  3. Select the pencil icon on the right of their customer profile, or expand the customer's details and select Edit customer.

    click-the-pencil-icon.png

  4. Select the Details tab.

    edit-customer-details.png

  5. In the Customer code field, scan or manually enter the loyalty card barcode number.

    edit-customer-customer-profile.png

  6. Select Save changes.

The loyalty card is now associated with your customer's profile.

Using loyalty cards in store

In Retail POS, the customer code (or loyalty number) is a unique identifier assigned to each customer. You can replace the customer code with the loyalty barcode number so that when you scan the card on the sell screen, Retail POS automatically adds the customer to the sale.

Was this article helpful?

1 out of 3 found this helpful