Managing point settings
Location: Back Office > Customer > Marketing Management > Points Redemption > Points > Points System
Set the image displayed on the points interface：
Points interface display effect in the mini program：
Earn Points Rule
The "Earn Points For Every Spending" feature allows customers to accumulate loyalty points based on their purchase amount. This encourages customer loyalty and repeat business by rewarding spending behavior. Points are calculated automatically during checkout and are credited to the customer's account immediately after transaction completion.
Only HQ products can earn points: Points can only be earned when consuming products generated by the headquarters and synchronized to specific stores.
Earn 1 point per xxx spent: The number of points earned per unit of local currency spent.Which order types can earn points?: Specify ordering methods that are included in points earning.
Example: Set "Earn 1 point for $10 spent", and earn points through actual payment:
Currently, the user account has no points. The total amount of this bill payment is $45. According to the conversion rule "Earn 1 point for $10 spent", the user should finally get 4 points.
Check the customer's information from the customer list, and you will find that he has earned 4 points from this order.
Point Expiration
No Expiration Date - Points will not expire
Annual Expiration - Points will reset to zero on a specific date each year, which can be set by Point Expiry Date
Monthly Expiration - Points will reset to zero at the start of a new month
Keep points earned within the last [X] months: If you set the points to be cleared on May 1st of each year or on the 1st of each month, and keep the points in the past month, then the points will be removed to zero at 0:00 on May 1st, and the points from April 1st to April 30th will be kept.
Points Payment Rules
Points-to-Cash Rate($1): This setting determines how many points are equivalent to 1 unit of local currency.
Minimum Redemption Unit: The minimum number of points required to redeem for a single unit of currency
Redeem Starts From: The minimum points balance a customer must have before being eligible to make any redemption.
Example:Suppose the settings are:Points-to-cash rate: 100 (100 points = $1)Minimum redemption unit: 10 pointsRedeem starts from: 1000 pointsScenario description:If a user has 900 points:They cannot redeem, because it not reach the 1000-point threshold.
If a user has 1111 points:They can redeem 1110 points = $11.10, leaving 1 point unused since it does not meet the minimum unit of 10 points.
Note: “Minimum redemption unit” and “Redeem starts from” must convert to an amount with no more than two decimal places.
Points payment
Points fully deducted
Points not fully deducted
Dual Pricing is enabled
Under dual pricing, the points rules are similar to those mentioned above.
Mix payment with Point
Cash & Point
As Payable=Total -Cash discount - Point, when we choose Cash + Point, Payable = $18.00 - $0.36 - $15.1 = $2.54.
After calculating the points payment, the cash payment is $2.54.
Card & Point
Partial payment with points
When points can be fully deducted from the order payment, but the customer still wants to pay part of the amount with non-points, they can choose Mix Payment to pay part of the amount and then use points to pay the remaining amount.
Example: The following is an order with a cash payment of $9.8 and a card payment of $10. The current points balance is $163.9, which can be fully deducted.
Customers can choose to pay part of the money in cash first and the rest with points.
Enable Mix Payment, select Cash Payment, and click to edit the cash amount:
If the customer plans to pay in full in cash, he still needs to pay $4.8 in cash.
The top shows the deduction amount for cash payment and the total amount of points deduction.
Order Records will record the detailed points redemption information.
For those who wish to use card payment with partial payment using points, the operation process is similar.
Cash on delivery(points payment not supported)
When customers select "Cash on Delivery" as a payment method, they will earn points after completing an online order.
But point deduction is not supported when paying.
As shown in the figure below, there are sufficient points to offset the payment, but the points redemption option is automatically hidden from the payment options.
Split Order Pay Points
The "Split Order Pay Points" feature allows customers to use their accumulated membership points to pay for multiple orders when splitting the main order. This provides flexibility for group dining scenarios where they prefer to use different payment methods. Each sub-order can independently select points as a payment method, and detailed point redemption information will be displayed in the payment results.
All sub-bill point payment details will be recorded in the Order Record.
Pay points as tips(Not supported)
The Points Payment feature is currently not supported in this system version. When users attempt to access the points payment option, the system will display a clear notification indicating this functionality is unavailable.
Points Refund
The Points Refund feature allows for the full or partial refund of points used in a transaction back to the customer's loyalty account. This ensures flexibility in handling returns or order modifications while maintaining the integrity of the loyalty program.
How to refund points on POS:
Location: Main POS > Order Records, click to expand order details, click the Refund button.
There are 3 refund ways to choose:
1. Entire Bill/Check: All points used in the transaction are returned.
2. By ltem(s): A portion of the points used is returned based on the returned items.
3. Custom Amount: The customer enters the amount they wish to refund, which is automatically converted into corresponding points and returned to their account.
Points Transaction Reporting and Records
The system provides comprehensive reporting capabilities to track and manage point-related transactions. Three main reporting areas offer detailed visibility into points payments, refunds, and transaction history.
Point Payment Method Report
Shows the total points transactions amount for the selected period. Filter by Date range selection, expand to view individual order details by points payments, include the successful Points payments, and Points refund transactions.
Report Includes:
- Transaction date and time
- Order ID
- Points redeemed amount
- Cash value equivalent
- Processing staff
- Transaction status
Location: Back Office > Reports > Payment Reports > Payment Methods
Bill Record
Support searching by OrderID/Bill No./Transaction No., and shows the total bill records for the selected period.
Orders clearly marked as "Points Payment" or "Points Payment +xxx Payment" in their bill transaction, with the equivalent monetary value recorded.
Location: Back Office > Reports > Transaction Reports > Bill.
Refund Bills record the refund method as "Points Payment" with the equivalent monetary value.
Transaction Records
Records all payment methods, including points transactions, successful transactions, refund operations, and real-time updating of transaction status.
Location: Back Office > Reports > Transaction Reports > Transaction Records.
Orders' Payment method clearly marked as "Points Payment" in their Transaction Records,
The status and time of the refund order will also be recorded to facilitate tracing the path of the points refund.
Shift report
All Points payments applied during a specific shift are recorded in the shift report. This includes the exact amounts that are operated by the staff. This allows for clear verification and handover between shifts.
Points Record at Mini programme
Users can check their points history in the online mini program：
Loing the store mini programme, navigate to Account > Point History.
Location: Back Office > Customer > Marketing Management > Customer List
Click on the information of a specific member to display the details of points acquisition/consumption.