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# Loyalty Management

${color}[#000000](**Loyalty Management**) : Loyalty programs, sponsored by retailers and other businesses, _offer rewards, discounts_, and other special incentives as a way to attract and retain customers. They are designed to encourage repeat business, offering people a reward for store/brand loyalty.

1. **Fixed Loyalty Management**
2. **Percentage Loyalty Management**

${color}[#000000](**Navigation**): _Main Menu --> Loyalty Management_


![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/loyalty-management_1kycts9.jpg)

* **Name**:  Name of the loyalty management program.
* **Code**: For use in online store.
* **Locations**: The outlets where you want the Loyalty Program to apply.
* **Valid From**: Date from when the loyalty program is valid.
* **Expires On**: Date on which the loyalty program expires.
* **Description**:  A short description about the program.
* **Customer Signup points**: The number of points a customer gets for signing up with the store giving details like Name, Phone number, Email Address etc.,
* **Specify the amount required to earn 1 loyalty point**:  This is the amount required to be spent by the customer in order to earn 1 Loyalty point from the store.
* **Discount Type (Applicable on order)**: Dropdown menu (Fixed/Percentage)
* **Discount Value (Applicable on order)**: This is the amount applicable on the order while redeeming points.
* **Max Redeemable Amount (Applicable on order)**: This is the Maximum amount applicable on an order while redeeming points (This applies only if the ‘Discount Type’ is in ‘Percentage’)
* **Minimum Reward Points Needed (For Earning Reward)**: This requirement refers to the minimum number of points a customer must have in order to redeem them.
* **Discount Amount for each point**: The customer earns points from us while signing up with us and Buying from us. This denotes the Amount value for each point. Eg: 1 point= 1$.
---
# Fixed Loyalty Management
**Example**: Here we are going to create a FIXED Loyalty where the customer gets the following 5 benefits:

1. 50 points for signing up

2. Spends 5 Dollar to earn 1 loyalty point

3. Needs a minimum of 30 points to redeem

4. Can claim 14 Dollar off on an order

5. Gets 1 Dollar for each point (Value)

** Step 1**: Click On ‘Create Loyalty

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/loyalty_1bm4yem.jpg)

**Step 2**:  Fill in the following fields

* **Name**: Rewards
* **Customer Signup points**: 50
* **Specify the amount required to earn 1 loyalty point**: 5
* **Discount Type (Applicable on order)**: Dropdown menu (Fixed/Percentage) Fixed in this scenario.
* **Discount Value (Applicable on order)**: 10
* **Minimum Reward Points Needed (For Earning Reward)**: 30
* **Discount Amount for each point**: 1

*Once all fields have been filled click on the ‘Check reward description’ and you will see a Reward description at the bottom of the page*

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/loyalty2_1cufn6w.jpg)
Click on “Save”

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/loyalty2_1yzlliw.jpg) ***Note**: Loyalty points will apply ONLY to customers created AFTER creating a loyalty program*

**Step 3**: Open POS-->Go to ‘Settings-->’Sync’--> and sync ‘Merchant Details’

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/loyalty3_3ol105.jpg)

**Step 4**: Go to ‘Sell’ in POS and generate a sale by selecting any item(s) and click on “Checkout”

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/loyalty4_oernwu.jpg)

**Step 5**: Click on ‘Add Customer” and select a customer

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/loyalty5_1bdvymb.jpg)

**Step 6**: Click on that customer and select ‘Check loyalty Points’

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/loyalty6_176nzho.jpg)

**Step 7**: You should see a ‘loyalty points’ pop up as shown below:

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/loyalty7_ua0p0d.jpg)

**Step 08**:  Select the loyalty point and click on ‘Apply’

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/loyalty8_zgdl2q.jpg)
You can see that 10 points have applied as a 10 dollar discount in the image above



**Step 09**: Confirm the order and complete the sale.
---
# Percentage Loyalty Management
**Example**: Here we are going to create a PERCENTAGE Loyalty where the customer gets the following 5 benefits:

1. 50 points for signing up

2. Spends 5 rupees to earn 1 loyalty point

3. Needs a minimum of 30 points to redeem

4. Can claim 14 Rupees off on an order

5. Can claim a MAXIMUM of up to 50 Rupees

6. Gets 1 Rupee for each point (Value)

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/loyalty_1yj4hza.jpg)

**Step 2**:  Fill in the following fields

* **Name**:  Percentage Rewards
* **Customer Signup points**: 50
* **Specify the amount required to earn 1 loyalty point**: 5
* **Discount Type (Applicable on order)**: Dropdown menu (Fixed/Percentage) Percentage in this scenario.
* **Discount Value (Applicable on order)**: 14
* **Max Redeemable Amount (Applicable on order)**: 50
* **Minimum Reward Points Needed (For Earning Reward)**: 30
* **Discount Amount for each point**: 1

_Once all fields have been filled click on the ‘Check reward description’ and you will see a Reward description at the bottom of the page_

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/loyalty10_t0otfn.jpg)

Click on “Save”

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/loyalty11_1cihjf4.jpg) **Note**: Loyalty points will apply ONLY to customers created AFTER creating a loyalty program



Step 3: Open POS-->Go to ‘Settings’-->’Sync’--> and sync ‘Merchant Customers’

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/sync_c3ynx0.jpg)

**Step 4**: Go to ‘Sell’ in POS and generate a sale by selecting any item(s) and click on “Checkout”

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/checkout_a8mqsl.jpg)

**Step 5**: Click on ‘Add Customer” and select a customer

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/customer_17sdis8.jpg)

**Step 6**: Click on that customer and select ‘Check loyalty Points’


![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/loyalty12_qwix8r.jpg)

**Step 7**: You should see a ‘loyalty points’ pop up as shown below:


![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/check-loyalty_848gia.jpg)

**Step 8**:  Select the loyalty point and click on ‘Apply’


![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/cart_1gkwk6o.jpg)

You can see that 50 points have applied as a 50 Rupees discount in the image above and that the discount is calculated as 11.9% of the order.

**Step 9**: Confirm the order and complete the sale.