Striven HELP
Striven Loyalty
- Adam Sheean
- Nicholas Hallam
- Nathan Bounds
Striven has an “internal” loyalty system which allows you to set a point value for different types of products.
Overview
The points are earned by the dollar amount on each sale.
A “loyalty number” or “loyalty barcode” can be generated that could be used to stick on the back of a loyalty card. This makes it easier to setup a new loyalty customer or make a sale to a loyalty customer.
Particular products can be marked to “not” earn loyalty points if required (like Gift Cards/Vouchers).
Loyalty Setup
The Internal Striven Loyalty Code must first be created.
Use F5-New in “Enter Loyalty Codes” to create your Internal Striven Loyalty Program.
Enter the Loyalty Code as whatever you want to call your Loyalty Program (10 characters max) e.g. VIP.
Enter a Loyalty Description e.g. “VIP Customers”.
The Loyalty Type must be “Internal Loyalty System”
Enter your Head Branch ID (if you are a stand-alone store this will be your Branch ID).
Enter the External IP Address of your Head Branch (if you are a stand-alone store enter 127.0.0.1).
Finally, enter a Card Template for the Card Numbers you wish to use for your Loyalty program. This will generally be a unique prefix (e.g. 123) to identify the Cards (and not confuse them with Stock or Debtor codes), followed by any number of capital “I” to represent the number of cards you wish to use. Enter the “Range From” as 1 and the “Range To” as the maximum number according to the I’s entered in the Card Template (e.g. 999 for 3x “I”).
e.g. 123III means that the Cards start with 123 and there are up to 999 cards (using 4x “IIII” would give you 9999 possible unique Card Numbers - and so on).
Press F10-Add Grid Line and Enter your information (as above).
F9-Save the new Loyalty Code.
Points Value
You could set products in each department to have a different point value.
Like in this example any product in the “Hand Tools” department would earn 5 points, but “Hardware” would only earn 2 points for each dollar spent.
Docket Footer
The footers on any docket for a loyalty customer can be configured to show the Points available or what was “earned” on this docket.
<P ALIGN="CENTER">
<BR>
%%!if RewardRedeemValue!=0%%
Value Redeemed: $ %%RewardRedeemValue%% <BR>
%%!endif%%
Points Balance: %%RewardPointsAvailable%%<BR>
Reward Available: $ %%RewardDollarAvailable%%<BR>
</p>Tender Code
A Tender Code must also be configured to enable the Customers to redeem any Loyalty points they have accumulated.
In Enter Tender Codes press F5-New to create a New Tender Code and enter a Name for the Tender in Tender Code.
The Payment type must be set to “Loyalty Redeem”.
The Loyalty Code must be linked to the Loyalty Code you have setup and wish to redeem points for.
Assign a unique Tender Letter and a Tender Colour (if you want).
F9-Save the new Tender Code.
Card Printing
There is a form called “Enter System Customer Card Codes” where it is possible for a configured Card Range to be saved as a CSV file and sent to a Card Printer.
Use F4-Report to save the csv file of your Card Range.
POS Process
Earning points
The customer can be loaded by searching like you normally do, or scanning their loyalty barcode.
When the products are entered in the loyalty points are shown at the top of the screen.
When the sale is finalised it shows how many points are available in case the customer wishes to use their points instead of paying with Cash/EFTPOS or other tender.
Docket shows the loyalty footer and points used and available.
Redeeming Points
If a loyalty customer wishes to use their points, just select the Loyalty Tender at the end of the sale, and the points will be used. The remainder can be paid by another tender if required.
Bonus/Discretionary Points
Sometimes you might want to give a “Bonus” number of points to a customer, you can do so by selling a
I this example, I have given this customer 1000 bonus points.
The Day Book report shows any Bonus points sold:
Disconnecting an Internal Loyalty Branch from Head Office
Change the Loyalty Setup
Turn OFF the Server Processor, Branch Processor and Client Processors!
Go to Loyalty Settings, opening the VIPRWDS (or other Internal) Loyalty Configuration - Branch Settings.
Select the Current Branch from the List of Branches on the Left Hand Side (e.g. Paint Place Noosa)
Change:
The Head Branch ID from the “real” (old) Head Branch Number to the Current Branches' Branch Number (e.g. 4044).
The Head Branch IP (Head Brn Server) from whatever the “real” (old) Head Branch IP was to be 127.0.0.1
Move the Existing Loyalty Points from the Head Branch to the Current Branch
Open File Editor and enter DEB_LOYPTBAL to load that Table.
Go to the Batch Update Tab (at the bottom of File Editor)
