Prerequisites

1. The Loyalty app must be installed/purchased from the Back Office App Directory.

2. A Loyalty Rule must be set up in Back Office for the store you are logged into on POS. For instructions, please see https://desk.zoho.com/portal/ehopper/en/kb/articles/loyalty-program-setup

3. Before a customer can earn points and redeem rewards, they must be enrolled in the Loyalty program. For instructions on enrolling customers, please see: https://desk.zoho.com/portal/ehopper/en/kb/articles/sign-up-a-customer-for-loyalty

Earning Loyalty Points

1. When an enrolled loyalty customer is ordering, either scan the customer code on their loyalty card (for info, please see: https://desk.zoho.com/portal/ehopper/en/kb/articles/generate-and-print-customer-codes-on-loyalty-cards ) with a barcode scanner, or select the customer popup (as seen below) and then search (by name, phone number, email, or customer code), and select the customer.

• The customer's name will appear in the customer field, and their info will be saved for the order, including their loyalty point status. 

4. Select or scan the product(s) the customer is ordering, to add them to the shopping cart.

5. Process the customer's payment.

6. If the loyalty customer meets the loyalty rule conditions that were set in Back Office, he will earn the specified number of points.

• If the Display points on the receipt box were checked in the Back Office Loyalty Settings tab, the customer's point info will appear on their receipt.

• If you select the Loyalty button (on the bottom of the screen) after selecting the Loyalty customer and adding items to the cart, you will be able to quickly view the customer's Current Balance of points. If they have not reached enough points to redeem a reward, it will say No rewards available under Rewards Available. If the customer has reached enough points, they will be able to redeem the reward from this screen.

Loyalty Reward Redemption

1. Either scan the customer code on their loyalty card (for info, please see: https://desk.zoho.com/portal/ehopper/en/kb/articles/generate-and-print-customer-codes-on-loyalty-cards ) with a barcode scanner, or select the customer popup (as seen below) and then search (by name, phone number, email, or customer code), and select the customer.

• The customer's name will appear in the customer field, and their info will be saved for the order, including their loyalty point status. 

2. Select or scan the product(s) the customer is ordering, to add them to the shopping cart.

3. Once the loyalty customer has earned the number of specified points in Back Office necessary to redeem a reward, their reward can then be redeemed (on their next order) after either:

A. Choosing a payment type (if the Inform when customer reaches reward redemption checkbox option was selected in the Loyalty 'Settings' tab in Back Office).

B. Selecting the Loyalty button on the bottom of the screen. 

4. The below Loyalty screen will appear, which displays the customer's Current Balance of points and the Rewards Available to the customer (the reward that was set in the Rule tab in the Loyalty section of Back Office). Select the DONE button to have the customer redeem the reward (the reward discount can be viewed next to each line item on the left side of the screen and in the Totals section on the bottom left) 

• If the reward discount amount is more than what was set in the Maximum Discount per Order field in the Loyalty Rule tab in Back Office, a discount will only be applied of that specified amount. The remaining points not used for the discount will be returned to the customer.

• If the customer does not want to redeem the reward on the current purchase, select the Redeem for ___ points toggle to turn it off, so that it no longer is displayed in blue, and then select the DONE button. The Loyalty screen will appear again on the customer's next purchase, with the option of redeeming their reward then. 

• If the Loyalty button was selected (option 3B above) the products will appear in the shopping cart. To complete the transaction (and apply the reward discount), select a payment type and process the payment. 
  

• If the Display points on receipt box was checked in the Back Office Loyalty Settings tab, the customer's point info will appear on their receipt.

• If the Allow reward discounts on non-discountable items box is not checked in the Loyalty Settings tab in Back Office, the message: "Your reward discount can only be applied to discountable products." will appear on the customer's receipt that they redeemed a reward on.
• If the box is checked, the message will not appear on the receipt and the reward discount will be applied to all products that are set as non-discountable. 

Loyalty Reporting in POS

A) Customer Details

• On the right side of a Loyalty customer's Customer Details screen, the data under the Points Earned column shows how many points the customer earned with each of their orders. The info under the Points Redeemed column shows how many points the customer redeemed for a reward per each order. 
• On the left side of the Customer Details screen, you will be able to view data on their Total Earned points since they signed up for loyalty, their Total Redeemed points (which were exchanged for rewards), their Current Points that have yet to be redeemed for rewards, their total number of Visits to your business and the Total Amount Spent at the business by the customer. 

B) Order Details

• On the left side of the Order Details screen for a Loyalty customer's particular order, the Points Earned for the order is displayed, as well as the Points Redeemed (for rewards) in that order.