LOYALTY CARD INFO

In ACCOXI loyalty card info form deals with the creation of new loyalty cards and its information.

LOYALTY CARD INFO:

A loyalty program is a marketing strategy designed to encourage customers to continue to shop at or use the services of a business associated with the program. A loyalty card is a plastic card that some shops give to regular customers. Each time the customer buys something from the shop, points are electronically stored on their card and can be exchanged later for goods or services. In ACCOXI loyalty card info form deals with the creation of new loyalty cards and its information. User can manually create a loyalty card or a series of loyalty cards in this form and user can able to view the used, unused and blocked card information.

Card Info

Loyalty Card Info in Accoxi (English)

The loyalty program is an effective marketing strategy of a business to inspire customers to continue to shop or use the services of a business associated with the program. Each time the customer purchases something from your firm, points are electronically stored on their card and can be exchanged later for goods or services. This Video explains that how to access Loyalty card information on Accoxi, accounting software online. The loyalty card info feature form on Accoxi deals with the creation of new loyalty cards and its information. Accoxi is a free accounting software which enables the user to manually create a loyalty card or a series of loyalty cards in this form and user can able to view information of the used, unused and blocked cards.

Key features:

  • User can view all the created loyalty card information in a single window.
  • Can able to filter loyalty card information based on Used, Unused and Blocked cards
  • Option for the user to manually create a series of loyalty cards.
  • User can assign the created loyalty cards Head office and branches.

Card Info Dashboard

LOYALTY CARD INFO SEARCH

Loyalty card info search can be accessed by clicking on Inventory=>Loyalty=>Card info

User can view all the created loyalty card information from this form.

Loyalty Card Info Search
DATA AVAILABLE IN LOYALTY CARD INFO SEARCH TABLE

Field

Description

#

Shows the serial number of the data in the table

Card name

The name of the created loyalty cards are shown in this field

Card series

The series of the created loyalty cards are shown in this field

Card number

The card number of the created loyalty card is shown in this field

Available at

This field shows the allocated branch/H.O of the loyalty card

Status

The status of the created loyalty card which is Used, Unused or blocked is shown in this field

OPTIONS AVAILABLE IN LOYALTY CARD INFO SEARCH

1.FILTER:

The filter option in loyalty card info search window helps the user to filter the loyalty card info data shown in the window

  • Filter of loyalty card info search can be done in two ways-Either you can directly enter the card number into the search bar near filter option or by clicking the filter drop down, you can filter the data by selecting the loyalty card name, card series, card number / branch. User can also filter the data based on Used, Unused and blocked

2.New Card Info:

New card info option redirects the user to new loyalty card form where the user can create new loyalty cards. User can define loyalty card series, number of loyalty cards to generate and the allocation of loyalty cards to branches.

 

Steps to create a new loyalty card info:

  • Go to inventory module and select loyalty
  • From loyalty sub options select card info
  • Then loyalty card info search form opens and select new card info
  • In new loyalty card info form select loyalty card name which is already defined in loyalty card form
  • Then enter the loyalty card series that the user want to create cards
  • Then define loyalty card number from and to. This creates cards numbered between the assigned From and To series
  • Select and assign the branches to which that the user want to allocate the cards

Loyalty Card Info

FIELDS

DESCRIPTION

Loyalty card name

Select loyalty card name which is already defined in loyalty card form

Loyalty card series

enter the loyalty card series that the user want to create cards

Loyalty card number from

Enter from number which the loyalty card should generated

Loyalty card number to

Enter to number until which the loyalty card is generated

Assign to

Select and assign the branches to which that the user want to allocate the cards

3.Export

The loyalty card info can be exported to Excel format. Click on the Export button at the   top right corner near the +Card info button. Select the file location and click on save.

4.Refresh

If your latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.

5.More option:

Loyalty card more option has 2 option one is to block the related loyalty cards and other is to access the assigned loyalty customer details.

6.Color filter.

The blocked loyalty cards are shown in red color.

7.Pagination Control

It controls the page navigation and the page size. Page size can be set to 10, 20, 50 or 100. And by giving page number in the box and clicking on Go button. It jumps to the said page.

8.Exit

Below the pagination control, there is exit button. If you want to exit the loyalty card info search page click on exit button.

 

Frequently Asked Questions?

01How to manually generate a loyalty card?

  • Go to inventory module and select loyalty
  • From loyalty sub options select card info
  • Then loyalty card info search form opens and select new card info
  • In new loyalty card info form select loyalty card name which is already defined in loyalty card form
  • Then enter the loyalty card series that the user want to create cards
  • Then define loyalty card number from and to. This creates cards numbered between the assigned From and To series
  • Select and assign the branches to which that the user want to allocate the cards

02How to block a created loyalty card?

  • Go to inventory module and select loyalty
  • From loyalty sub options select card info
  • Then loyalty card info search form opens
  • Then click on more option on the related card-click block

03How to know the details of assigned loyalty customer to a card?

  • Go to inventory module and select loyalty
  • From loyalty sub options select card info
  • Then loyalty card info search form opens
  • Then click on more option on the related card-click on show loyalty customer

04How to export the loyalty card info?

 

  • From loyalty sub options select loyalty card info
  • Then loyalty card info search form opens
  • Click on Export option at the top right corner of the page
  • Warning message related to Export appears, click on Ok button.
  • Choose the File Destination
  • Click on Save

05How to filter the unused card details?

  • Go to inventory module and select loyalty
  • From loyalty sub options select card info
  • Then loyalty card info search form opens
  • Click on filter drop down option-select un used and apply

06Is it possible to automatically create loyalty cards and allocate to customers?

  • Yes user can enable automatic card creation and allocation of those cards to customers in settings-preference-loyalty-automatic

Are you sure,
You want to log out ?