In this guide we will show you how to run a report that will deduct loyalty points and present all available vouchers on a report as opposed to printing them off as the customer earns them at transaction level.
NOTE: For this you must have the Customer Loyalty Scheme in place.
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Setting the Configuration to be able to Export Loyalty Points as a Report
Once you are sure you are running the Customer Loyalty Scheme, you will need to go into the Back Office and Go to Tools > Configure.
Locate and expand the ‘Global Till Preferences’ folder.
Highlight ‘Allow Exporting Customer Vouchers’ and set to either Y or Yes on the right hand side.
Close the window by pressing ‘OK’ and restart Connect for the change to take effect.
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Running the Export Customer Vouchers Report
When you would like to run the report, go into the Back Office and click on ‘Customers’.
You will now have an ‘Export Customer Vouchers’ button, click this.
A spreadsheet will now open with your results.
NOTE: As soon as the report is generated, all applicable customers will have their loyalty points adjusted. Make sure to save the report and issue the available vouchers as soon as possible.
A back up of the report will be saved in C:\IR Connect\Live\reports
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Example
A customer currently 78 loyalty points accrued and has the loyalty scheme set up with the following values;
Auto generate a voucher when points reach – 100.00
Points per pound on redeem – 100.00
Points per pound on sale – 1.00
A sale takes place for £58 and takes the loyalty points from 78 to 136.
The report is now generated and we are left with 36 Loyalty points.
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