Card Scheme

In Loyalty Card Scheme, user can create various types of offers as card schemes for loyalty management and can include scheme for each card separately

Loyalty Card Scheme

Card Scheme

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. Loyalty programs offer rewards, discounts or other special incentives and are designed as a reward for brand loyalty. In Loyalty card scheme, sellers can provide offers as schemes and it’s become a unique opportunity for customers to save money or receive a special benefit, product, or service. Marketers and advertisers often use card schemes for special offers to grab customers' attention and increase the conversion rate.

Card Scheme in Accoxi

Accoxi provides the function of loyalty management, with point program type and it provides the features like loyalty card generation, loyalty customer creation, card scheme setup, card number allocation etc. In Loyalty Card Scheme, user can create various types of offers as card schemes for loyalty management and can include scheme for each card separately on the basis of date wise, product wise, and sales value.

Card Scheme In Accoxi

Card Scheme In Inventory

 

Click on the Inventory module and select the option Loyalty

Click on Card Scheme and it opens to Loyalty Card Scheme Search page.

 

Loyalty Card Scheme Search

It shows the details of loyalty card schemes that already created and user can create new card scheme or can export the data with in this form.

Loyalty Card Scheme Search

Data Available in Loyalty Card Scheme Search table

FIELDS

                     DESCRIPTION

Document No

It shows the document number of each card scheme

Card name

This column shows the name of the loyalty card, which the scheme added

From date

It is the date when the scheme started

To date

This column shows the end date of particular card scheme

 

 

Menus Available in Loyalty Card Scheme Search

 

Menus Available In Card Scheme

1. Filter

Filter menu enable the User to Filter the Loyalty card scheme details according to Card name and by date options. If the user select by date option, need to select starting and end date range for filter the data.

2. Refresh

Refresh option helps the user to fetch new/latest data.

3. +New Card Scheme

It is the menu option to create a new card scheme. By clicking on the +New card scheme, it opens to new card scheme form.

4. Export

The Loyalty card scheme data can be exported to Excel format. Click on the Export button at the top right corner near the +New button. Select the file location and click on save

5. View icon

This icon redirects the card scheme form.

6. Edit

Edit menu helps the User to edit or correct the details that are entered in the card scheme and can save again after it.

7. Exit

Click on the exit menu for close the window and to redirect to the previous page.

 

New Loyalty Card Scheme

 

Steps to add a New Card Scheme;-

  • Click on the Inventory module and select Loyalty
  • Select the option Card Scheme, then it opens to Loyalty card scheme search
  • Click on +New Card Scheme to create new scheme
  • Select the details like date, card name, Product/category, Items (if select product type scheme)
  • Select the HO and branches for the scheme availability (Under branch concept)
  • After enter the details, click on Save to create new card scheme

New Loyalty Card Scheme

  FIELDS

DESCRIPTION

Refresh

Refresh option helps the user to fetch new/latest data

Document No

It is the document number of the card scheme that automatically appear on the field and user can’t edit or change the number

Card name

User can select the required card to create the card scheme. By clicking on the select option, list of created card details will open and user can select the required one

From date

From date is the date when the scheme started. Here user need to select the from date of the card scheme

To date

It is the end date of the particular card scheme and user can select the To date by clicking on the select option

Active

User can save the scheme as Active/Inactive. If the user click/mark the option Active, then the scheme will save as Active scheme and to change the scheme to Inactive, unmark the Active option

Product/Category

It is the option to create scheme for a particular product/category. User need to mark the option to create product/category scheme. After mark the option, product selection grid will open

From date

Here user can select the from date to create scheme for particular product or category

To date

User need to select the To date to create scheme for particular product or category

Product/Category

Select the option Product or category in this field

Items

In this field, user can select the required items for add the card scheme

Sale value (INR)

Enter the sale value of the scheme in this field

Earning point

Here user can enter the earning point as per the sale value

Delete icon

It is the option to remove the unwanted items from list

Available at

In the case of branch concept, HO name and list of branches under the HO will appear on the right side and user can select them by marking on the field to save the availability of the card scheme

Save

By clicking on save option, user can save the card scheme as new scheme

Clear

This option enable the user to clear the data that entered in the card scheme form

Exit

Exit menu is for close the window and to redirect to the previous page

Frequently Asked Questions?

01Is there any option to Inactive a card scheme?

Yes, you can Inactive card scheme by following steps,

  • Click on the Inventory module and select Loyalty
  • Select the option Card scheme, then it opens to Loyalty card scheme search
  • Click on the Edit (pencil) icon on the right hand side of data table
  • It opens to card scheme form and unmark the Active option to change it as Inactive
  • Click on Update option to save the changes

02How to create a new loyalty card scheme?

  • Click on the Inventory module and select Loyalty
  • Select the option Card Scheme, then it opens to Loyalty card scheme search
  • Click on +New Card Scheme to create new scheme
  • Select the details like date, card name, Product/category, Items (if select product type scheme)
  • Select the HO and branches for the scheme availability (Under branch concept)
  • After enter the details, click on Save to create new card scheme

 

03Can I export the card scheme data to excel format?

  • Click on the Inventory module and select Loyalty
  • Select the option Card scheme, then it opens to Loyalty card scheme search
  • Click on the Export option on the right hand side of the page
  • Select the file location and enter the file name
  • Click on Save to save the data in selected location

04Why two date options are given in the card scheme form?

There are two date options given in the card scheme form. Fist date option is for set the normal scheme duration and the second one is for set the product/category wise scheme duration.

05Can I allocate a card scheme only for a particular branch?

Yes. You can allocate a scheme for particular branch. It can be done by,

  • Click on the Inventory module and select Loyalty
  • Select the option Card Scheme, then it opens to Loyalty card scheme search
  • Click on +New Card Scheme to create new scheme
  • Select the details like date, card name, Product/category, Items (if select product type scheme)
  • Select the particular branch from the option Available at on the right hand side
  • After enter the details, click on Save to create new scheme for a particular branch.

06Can I create a new scheme with endless date?

Yes. You can create a card scheme with endless date.

  • Click on the Inventory module and select Loyalty
  • Select the option Card Scheme, then it opens to Loyalty card scheme search
  • Click on +New Card Scheme to create new scheme
  • Select the details like card name, Product/category, Items (if select product type scheme)
  • To set the endless date, select the starting date without select end date
  • Select the HO and branches for the scheme availability (Under branch concept)
  • After enter the details, click on Save to create new card scheme

07Is there any option to create a scheme with date validity?

Yes, you can create scheme with setting date validity.

  • Click on the Inventory module and select Loyalty
  • Select the option Card Scheme, then it opens to Loyalty card scheme search
  • Click on +New Card Scheme to create new scheme
  • Select the details like card name, Product/category, Items (if select product type scheme)
  • To set the date validity, select the starting date along with the end date
  • Select the HO and branches for the scheme availability (Under branch concept)
  • After enter the details, click on Save to create new card scheme

08Can I create a scheme only for a particular product?

Yes. You can create new scheme for particular product only by following steps,

  • Click on the Inventory module and select Loyalty
  • Select the option Card Scheme, then it opens to Loyalty card scheme search
  • Click on +New Card Scheme to create new scheme
  • Select the details like date, card name and mark the option Product/category
  • Enter the from date and end date on the grid and select the product that want to create scheme
  • Enter the sale value and earning point of the selected product
  • After enter the details, click on Save to create new card scheme