LOYALTY CARD INFO

A loyalty program is a marketing initiative aimed at incentivizing customers to consistently patronize a business. A loyalty card, typically made of plastic, is offered to regular customers. With each purchase, points are electronically recorded on the card, allowing customers to redeem them later for goods or services. In ACCOXI, the loyalty card info form handles the creation of new cards and related information. Users have the flexibility to manually generate individual or multiple loyalty cards through this form and can also monitor details such as used, unused, and blocked card information.

Key Features:

Comprehensive Viewing: Users can access a consolidated window displaying all created loyalty card information, providing a holistic overview in one glance.
Efficient Filtering: The system allows users to filter loyalty card information based on specific categories such as Used, Unused, and Blocked cards, streamlining the search and management process.
Manual Card Creation: Users have the option to manually generate a series of loyalty cards, offering flexibility and customization in the creation process.
Centralized Assignment: The ability to assign created loyalty cards to both the Head Office and different branches ensures a centralized and organized management structure for loyalty programs across the business.

LOYALTY CARD INFO SEARCH

To access Loyalty Card Info Search in ACCOXI, follow these steps:

Click on the Inventory module.
Select Loyalty from the options.
Choose Card Info.

By navigating to Inventory => Loyalty => Card Info, users can access the Loyalty Card Info Search form. This form allows users to view all the pertinent information related to created loyalty cards.

DATA AVAILABLE IN THE LOYALTY CARD INFO SEARCH TABLE

Field	Description
#	This column displays the serial number of the data in the table, providing a sequential identifier for each entry in the list or dataset.
Card Name	The names of the created loyalty cards are displayed in this field, providing easy identification and reference to the specific loyalty cards within the dataset.
Card Series	The series of the created loyalty cards are displayed in this field, indicating the sequential order or grouping of the loyalty cards within the dataset.
Card Number	The card number of the created loyalty card is displayed in this field, providing a unique identifier for each loyalty card within the dataset.
Available At	This field indicates the allocated Branch/Head Office (H.O) of the loyalty card, showing the specific location or organizational unit associated with each card in the dataset.
Status	This field displays the status (used, unused, or blocked) of the created loyalty card.

This field displays the status (used, unused, or blocked) of the created loyalty card.

FILTER

The filter option in the Loyalty Card Info Search window enables users to refine and sort the displayed loyalty card information based on specific criteria.

In the Loyalty Card Info Search, filtering can be done in two ways. Users can either directly enter the card number into the search bar adjacent to the filter option, or by clicking the filter drop-down, they can filter the data by selecting loyalty card name, card series, card number/branch. Additionally, users can filter the data based on the status of cards, such as Used, Unused, and Blocked.

New Card Info

The "New Card Info" option directs the user to a new Loyalty Card form, facilitating the creation of fresh loyalty cards. Users can specify loyalty card series, determine the quantity of loyalty cards to generate, and allocate these cards to different branches within this form.

To create new loyalty card info, follow these steps:

Navigate to the Sales module and select "Loyalty."
From the loyalty sub-options, choose "Card Info."
In the Loyalty Card Info Search form, select "New Card Info."
In the new Loyalty Card Info form, choose the loyalty card name defined in the loyalty card form.
Enter the loyalty card series for the cards you want to create.
Define the loyalty card number range from and to, generating cards within the specified series.
Select and assign the branches to which you want to allocate the cards.

These steps guide the user through the process of creating new loyalty card information in Accoxi.

Field	Description
Loyalty Card Name	Choose the loyalty card name from the options available, which has already been defined in the Loyalty Card form.
Loyalty Card Series	Input the desired loyalty card series that the user intends to use for creating new cards.
Loyalty Card Number From	Choose a starting number from which the loyalty cards are to be generated.
Loyalty Card Number To	Enter the number until which the loyalty cards are to be generated. This establishes the range for creating the loyalty cards.
Assign To	Choose and allocate the branches to which the user intends to assign the generated loyalty cards.

Export

To export loyalty card info to Excel in Accoxi, click the Export button near the +Card Info button, choose a file location, and click Save.

Refresh

If the latest data is not visible, click on the refresh icon at the top left corner of the page to fetch and display the most recent data.

More options

The "More" option in the loyalty card provides two choices: one to block the associated loyalty cards and the other to access the details of the assigned loyalty customers.

Color filter

Blocked loyalty cards are displayed in red color, serving as a visual indicator to easily distinguish them from active or blocked cards.

Pagination Control

It manages page navigation and size, allowing users to set the page size to 10, 20, 50, or 100. Users can input a page number in the box and click the "Go" button to quickly navigate to the specified page.

Exit

Below the pagination control, there is an exit button. Click on the exit button if you wish to leave or exit the Loyalty Card Info Search page.