Reward Points view allow user to set reward points scheme to reward customers based on their purchase. Below actions are available under Reward Points:
Create new reward points scheme / account
Update, delete, view and search for reward points scheme / account
Field Name |
Description |
Mandatory Information |
| Code | Code for reward points scheme |
Y |
| Name | Name of reward points scheme |
Y |
| Points to Issue | How many point to issue for amount spent |
Y |
| For Amount Spent | Amount to spend to earn points |
Y |
| Has Expiry | Self-explanatory |
N |
| Days Valid | Self-explanatory |
N |
| Valid From | Self-explanatory |
Y |
| Valid Till | Self-explanatory |
Y |
| Provision Account | Account code & name for reward points provision |
Y |
| Expense Account | Account code & name for reward points expense |
Y |
Create New Reward Points Scheme
1. Click on “Create New” button at the bottom right of screen to create new scheme
2. Fill up reward points scheme’s information
3. Click on “Save” button at the bottom right of screen when done
Update Reward Points Scheme Details
1. Double click on reward points scheme to be updated from the records table, it will bring up the details for the selected reward points scheme on the form at the right side of the screen
2. Make change(s) on the reward points information
3. Click on “Save” button at the bottom of screen when done
4. Click on “Revert” button at the bottom of screen to roll back the changes
Delete Reward Points Scheme
1. Double click on reward points to be deleted from the records table, it will bring up the details for the selected reward points on the form at the right side of the screen
2. Click on “Delete” button at the bottom of screen
3. Click on “Yes” button on the pop-up window to confirm record deletion
View and Search for Reward Points Details
1. Enter search parameter to filter the result, type in the search textfield at the top of the screen
2. Result can be sorted alphabetically by clicking the fields’ columns
3. Double click on reward points to view from the records table, it will bring up the details for the selected reward points on the form at the right side of the screen