Loyalty Customer

User can view the created loyalty customer and their complete data in this form and they can create new loyalty customers and can assign loyalty cards

LOYALTY CUSTOMER:

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. Customer loyalty is a measure of a customer's likeliness to do repeat business with a company or brand. It is the result of customer satisfaction, positive customer experiences, and the overall value of the goods or services a customer receives from a business In ACCOXI loyalty customer form deals with viewing and creation of all the loyalty customers. User can view the created loyalty customer and their complete data in this form and they can create new loyalty customers and can assign loyalty cards to them.

Loyalty Customer

Key features:

  • User can view all the created loyalty customer information in a single window.
  • Can able to filter loyalty customer information based on name, phone number card number etc.
  • Option for the user to manually assign loyalty cards to the customers.
  • User can input complete loyalty customer information in this form.

Loyalty Customer (1)

LOYALTY CUSTOMER SEARCH

Loyalty customer search can be accessed by clicking on Inventory=>Loyalty=>Loyalty customer

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

Customer Search

DATA AVAILABLE IN LOYALTY CUSTOMER SEARCH TABLE

Field

Description

#

Shows the serial number of the data in the table

Customer name

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

Email ID

The Email id of the created loyalty customers are shown in this field

Mobile

The mobile number of the created loyalty customers are shown in this field

Card name

The assigned loyalty card name of the customer is shown here

Card number

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

Point balance

The balance points of the loyalty customer in his card is shown in here

Point value (INR)

The converted currency value of loyalty points are shown in here.

OPTIONS AVAILABLE IN LOYALTY CUSTOMER SEARCH

1.FILTER:

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

  • Filter of loyalty customer search can be done in two ways-Either you can directly enter the customer name into the search bar near filter option or by clicking the filter drop down, you can filter the data by entering customer name, phone, email, card number etc. and user can also filter the data by issue/expiry date of cards.

2.New loyalty customer

New loyalty customer option redirects the user to loyalty customer form where the user can create new loyalty customers. User can also assign loyalty card numbers to the customers and enter complete details of the loyalty customer.

Steps to create a new loyalty customer:

  • Go to inventory module and select loyalty
  • From loyalty sub options select loyalty customer
  • Then loyalty customer search form opens and select new loyalty customer
  • In new loyalty customer form select loyalty card name which is already defined in loyalty card form
  • Then enter the loyalty card number that the user want to allocate to the customer
  • Then select the customer and fill his customer, family and work details

CUSTOMER DETAILS:

CUSTMER DETAILS

FIELDS

DESCRIPTION

Loyalty card name

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

Loyalty card number

Select the loyalty card number that the user wants to allocate to the customer

Issue date

The date of issue of loyalty card is shown in here

Valid up to

The expiry date of issued loyalty card is shown in here

First name

User can select the created customer from the search option in here

Middle name

The middle name of the customer can be entered in here

Last name

The last name of the customer can be entered in here

Mobile number

The mobile number of the customer can be entered in here

Email id

The email of the customer can be entered in here

Gender

The gender of the customer can be selected in here

Marital status

The marital status of the customer can be selected in here

D.O.B

The DOB of the customer can be entered in here

Country

The country of the customer can be entered in here

State

The state of the customer can be entered in here

Nationality

The nationality of the customer can be entered in here

Address

The address of the customer can be entered in here

City name

The city name of the customer can be entered in here

Place

The place of the customer can be entered in here

Pin code

The pin code of the customer can be entered in here

Height and weight

The height and weight of the customer can be entered in here

Blood group

The blood group of the customer can be entered in here

Redeemable at

User can assign the redeemable branches location for the allocated card to the customer

 

FAMILY AND WORK DETAILS:

FAMILY AND WORK DETAILS

Fields

Description

Company name

The company name of the customer can be entered in this field

Designation

The designation of the customer can be entered in this field

Company address

The company address of the customer can be entered in this field

Id card and number

The id proof given and its number of the customer can be entered in this field

Spouse name

The spouse name of the customer can be entered in this field

Spouse DOB

The spouse DOB of the customer can be entered in this field

No of children & details

Customers number of children and their can be given here

remarks

Any remarks to give can be given here

Reward point summary

The points summary like opening, total earned, redeemed and balance is shown in here

3.Export

The loyalty customer 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.View option:

To view the customer data entered in accoxi user can use the eye button

6.More option:

Loyalty customer more option has 2 option one is to edit the related loyalty customer and other is to view the loyalty customer point’s transaction history

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 customer search page click on exit button.

Frequently Asked Questions?

01How to assign loyalty card to a loyalty customer?

  • Go to inventory module and select loyalty
  • From loyalty sub options select loyalty customer
  • Then loyalty customer search form opens and select new loyalty customer
  • In new loyalty customer form select loyalty card name which is already defined in loyalty card form
  • Then enter the loyalty card number that the user want to allocate to the customer

02How to know reward point summary of a loyalty customer?

  • Go to inventory module and select loyalty
  • From loyalty sub options select loyalty customer
  • Then loyalty customer search form opens and all the created loyalty customer data will be available there
  • The Click on the plus icon left side of the table to know the reward point summary

03How to create a new loyalty customer?

  • Go to inventory module and select loyalty
  • From loyalty sub options select loyalty customer
  • Then loyalty customer search form opens and select new loyalty customer
  • In new loyalty customer form select loyalty card name which is already defined in loyalty card form
  • Then enter the loyalty card number that the user want to allocate to the customer
  • Then select the customer and fill his customer, family and work details

04How to export the loyalty customer data?

  • Go to inventory module and select loyalty
  • From loyalty sub options select loyalty customer
  • Then loyalty customer 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 know customer loyalty transaction history?

  • Go to inventory module and select loyalty
  • From loyalty sub options select loyalty customer
  • Then loyalty customer search form opens
  • Click on more option-view history
  • And loyalty history form opens