Punctuation File
The punctuation file allows points to be computed for the customer for each sale carried out, for companies wishing to use a punctuation by mean of the loyalty campaign.
This way, with the accumulation of points, the customer can recover his/her points of the loyalty card in exchange of: purchase vouchers, gifts and self-liquidate.
In this routine, criteria to recover points that can be exchanged can be defined. These criteria can be altered with the retail period and the average punctuation of clients.
Procedures
To register a punctuation:
1. | In Punctuation, select Add. |
The addition window is displayed, divided in two areas.
• | Header - Enter data regarding customer. |
• | Customer code: Enter customer code. |
• | Group code: Enter group code to which customer belong. |
Tip: If these fields are not filled out, the system will indicate what campaign is valid for all customers and/or customer groups. |
• | Point: It determines the amount of points that the customer is entitled to for each item met in the Punctuation Rule area. |
• | Items - In this area, the system allows the definition of each item met corresponding to the number of points entered in the header. |
• | Item: The system automatically fills out this period. |
• | Code Product: Enter product code. |
• | Group code: Enter group code to which customer belongs. |
• | Value: Enter value. |
Example 1:
If the campaign is carried out by value, only one item of punctuation rule must be defined, so only the field Value must be filled out.
Points |
10 |
Item |
Value |
001 |
100.00 |
Example 2:
If the campaign is carried out by a product, several product items can be determined in the punctuation rules. Each one is individually analyzed for the calculation of the number of points. In this case, only field Product Code must be filled out
Points |
10 |
Item |
Product |
001 |
P01 |
002 |
P02 |
In this case, if the client buys two units of product P01 and one unit of product P02, he/she will receive 30 points.
4. | Check information and confirm it. |
Important: The calculation of the customer's bonus points are validated by purchase operation. Therefore, if the punctuation defined by rule is not reached in a purchase operation, the system disregards the amount for bonus and does not carry out any treatment of accumulation of points in the next purchases. |
Example:
If the rule is defined for each 100.00 in purchases, the customer is entitled to 10 points. If the value of the customer's purchase is 50.00, he/she will not receive any points, neither will he/she accumulate this value for the next purchase.