Register Parameters: Loyalty Program

A loyalty program awards points to customers for purchases they make at your store. Configurator provides parameters, which allow you to configure a loyalty program according to your business needs.

You need to set up register parameters to track loyalty points, and parameters to charge customers a fee to enroll in your loyalty program if that is how you choose to administer your program.

Structure

Loyalty program register parameters
Screen Element	Description
Detail: Write to Log	Select this checkbox to write detail records to the TLOG
Detail: Print	Select this checkbox to print detail records on the receipt
Summary By Program ID: Write To Log	Select this checkbox to write loyalty summary records by program ID to the TLOG
Summary By Program ID: Print	Select this checkbox to print loyalty summary records by ID on the receipt
Summary By Tracking Program ID: Write To Log	Select this checkbox to write loyalty tracking program ID records to the TLOG
Summary By Tracking Program ID: Print	Select this checkbox to print loyalty tracking program ID records on the receipt
Disable XPS Server Loyalty Points Retrieval	Select this checkbox to disable points retrieval and accumulation by the local database and set Allegiance as the main points repository
Loyalty Method	Provides a list of the program methods
Loyalty Points Redemption	Provides list of how points may be redeemed; select either `Manual` or `Automatic`
Point adjustment Loyalty ID	Identifies the specific loyalty program to which adjusted points should be credited.

General Tab Page Parameters for User Defined Transactions
Screen Element	Description
Enrollment Points	The points to award to a new customer when they join the loyalty program
Enrollment Bucket ID	Bucket ID of the Loyalty Program to which the enrollment points is applied
Free Membership Discount ID	ID number of the discount specifying the discount rule to apply to the non-merchandise item as specified in Free Membership Non-Merch ID; the system automatically applies the discount at the POS.
Free Membership Non-Merch ID	Non-Merchandise ID of the item set up as a membership sale
New Membership SKU	If you plan to charge your customers a fee for enrollment in your loyalty program, you can set up a SKU number for the enrollment fee. Every time a new member enrolls in the loyalty program, the system automatically adds this SKU to the transaction. The system considers any override of the new membership fee a discount. You must set up a specific definition under the discount parameters for this. For more information about setting up the definition, see Discount: General. You also use this parameter to provide both the number of loyalty memberships sold and the loyalty program conversion values for the POS Sales Update reports (manager code 371.)
Renew Membership SKU	If you charge your customers a fee to enroll in your loyalty program, you can set an SKU number for membership renewals. Customers whose memberships have expired must renew in order for the customer to remain active. If a customer whose membership has expired wishes to renew, the system adds this SKU automatically to the transaction. The system considers any override of the new membership fee a discount. You must set up a specific definition under the discount parameters for this. For more information about setting up the definition, see Discount: General. You also use this parameter to provide both the number of loyalty memberships sold and the loyalty program conversion values for the POS Sales Update reports (manager code 371.) Note This option is specifically designed to support expired loyalty memberships serviced by Datamark. End of the note.

Note Note

The status of the customer’s membership is known when their membership number is scanned or entered at the POS. If their status is expired, the POS automatically expects the membership to be renewed. If the customer does not wish to renew their membership, the transaction reverts back to a configured manager code and continues as a non-merchandise sale.

End of the note.