LOYALTY CARD

In Loyalty Card form, user can create various types of loyalty cards for loyalty management.

Loyalty

Customer loyalty is the key determinant of happy customers and through them it becomes a reason for organization’s success. For this purpose, loyalty management program is a best tool to retain customers and Accoxi provides the function for the users, those who required to retain and maintain their customer relationship with their trade.

Loyalty
Loyalty Card

Loyalty Card

A loyalty program typically involves the operator of a particular program setting up an account for a customer of a business associated with the scheme, and then issuing to the customer a loyalty card (variously called rewards card, points card, advantage card, club card, or some other name) which may be a plastic or paper card, visually similar to a credit card, that identifies the card holder as a participant in the program

Loyalty Card 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 form, user can create various types of loyalty cards for loyalty management and can include card charges, loyalty point configuration and card expiry rule.

Loyalty Card In Accoxi

Loyalty Card In Inventory

Click on the Inventory module and select the option Loyalty

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

 

Loyalty Card Search

It shows the details of loyalty cards that already created and user can create new card master, can export the data with in this form.

Loyalty Card Search

Data Available in Loyalty Card search table

 

FIELDS

                     DESCRIPTION

Card name

It shows the name of particular loyalty card

Expiry rule

Expiry rule is the rule, that shows the validity of card in number of years

Card issue amount

It shows the amount that required for issuing a card

Minimum points to be redeemed

User can set the minimum point level to redeem for each card and this column shows the minimum points for redeem.

1 Point value (INR)

It shows the value of one point of particular card

 

 

Menus Available in Loyalty Card Search

Menus Available In Loyalty Card Search

1. Filter

Filter menu enable the User to Filter the Loyalty card details according to Card name, Expiry rule, Card issue amount and min points to be redeemed.

2. Refresh

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

3. +New Card Master

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

4. Export

The Loyalty card master list 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 master form.

6. Edit

Edit menu helps the User to edit or correct the details that are entered in the card master 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

 

Steps to add a New Card Master;-

  • Click on the Inventory module and select Loyalty
  • Select the option Loyalty card, then it opens to Loyalty card search
  • Click on +New Card Master to create new card
  • Enter the details of card name, card amount, card points and point values etc.
  • After enter the details, click on Save to create new card master

 

New Loyalty Card

FIELDS

      DESCRIPTION

Card name

In this field, user needs to enter the name of the loyalty card to be create

Card expiry rule

Here user can set the validity of card by selecting number of years.

Card issue amount

Enter the card issue amount in this field

Card renewal amount

User can enter the card renewal amount in this field

Duplicate card issue amount

Enter the amount for issue of duplicate card in this field

Minimum points to be redeemed

Each cards should have minimum points to be redeem. User can set the minimum point level in this field

Opening points

Enter the opening points of card master

1 points=

The converted currency value of 1 loyalty point can enter in this field

Refresh

Refresh option helps the user to fetch new/latest data

Save

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

Clear

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

Exit

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

Frequently Asked Questions?

01How to create a new loyalty card?

  • Click on the Inventory module and select Loyalty
  • Select the option Loyalty card, then it opens to Loyalty card search
  • Click on +New Card Master to create new card
  • Enter the details of card name, card amount, card points and point values etc.
  • After enter the details, click on Save to create new card master

02Is there any option to export the loyalty card data? How to do it?

Yes, you can export the card master data by following steps

  • Click on the Inventory module and select Loyalty
  • Select the option Loyalty card, then it opens to Loyalty card 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

03Can I edit a card details, after created it?

Yes, you can edit the card details after the creation.

  • Click on the Inventory module and select Loyalty
  • Select the option Loyalty card, then it opens to Loyalty card search
  • Click on the Edit (pencil) icon on the right hand side of data table
  • It opens to card master form. You can change the details and
  • Click on Update option to save the changes

04How to filter the loyalty card details?

  • Click on the Inventory module and select Loyalty
  • Select the option Loyalty card, then it opens to Loyalty card search
  • Click on the Filter option on the left hand side of the page
  • You can filter the Loyalty card details according to Card name, Expiry rule, Card issue amount and min points to be redeemed.
  • After select the appropriate option, click on Apply to filter the data

05Can I add welcome points to a fresh card?

Yes, you can add welcome points as opening points when creating a new card.

  • Click on the Inventory module and select Loyalty
  • Select the option Loyalty card, then it opens to Loyalty card search
  • Click on +New Card Master to create new card
  • Enter the details of card name, card amount, card points, point values and also can enter opening points as welcome points
  • After enter the details, click on Save to create new card master