In Loyalty Card form, user can create various types of loyalty cards for loyalty management.
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.
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
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.
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.
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
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;-
|
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 |
Yes, you can export the card master data by following steps
Yes, you can edit the card details after the creation.
Yes, you can add welcome points as opening points when creating a new card.