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Promotions & Rewards Points v2015

Using ERPLY, your customers can gain Rewards Points for each purchase. You can define the amount of points they earn per dollar and what those points are worth.

How to Define the Points per Dollar

Open the SETTINGS Module and navigate to ‘Configuration.’

settingsconfig

About halfway down the page on the left hand side is ‘Rewards Points.’

Rewards

The first text box is where you will input the points per dollar earned.

The second text box is where you designate an expiration date on the earned Rewards Points. If this box is left blank, they will never expire.

Creating Promotions

To create a new promotion, under the RETAIL CHAIN module, click the ‘+’ next to ‘Promotions’ in the dropdown menu.

RetailPromo

This will open a blank Promotion Card for you to fill out. At the top of the page you will see a portion labeled ‘Sales Promotion.’ Here you will be able to input the parameters of the promotion offer. 

Sales Promotion

Name: Name of Promotion, this will show up when searching for the promotion and when it is applied.

Starting and Ending Dates/Times: Choose when the promotion is available.

Store: Choose a store where the promotion is available.

Group of Stores: Choose multiple stores where the promotion is available.

Each Customer Can Use The Promotion Once: Binary option. Yes (checked) or No (unchecked)

Description of the Promotion Rule: A small description of what the promotion does.

Customer’s Birthday: Choose if it can only apply on customer’s birthdays. Binary option. Yes (checked) or No (unchecked)

Now that the promotion has been created, you can choose where it applies. Under ‘Customer Must’ you can select how the promotion applies. It can apply to amount spent, a quantity of a product bought, any product from a specific group or category, or a specific item(s) from a list. This is also where redeeming Rewards Points is located.

Customer Must

Finally, under ‘Customer Will,’ designate what the promotion will offer the customer.

Customer Will

  • Get percentage off all items
  • Further Restrictions
  • Get a sum off the entire purchase
  • Further Restrictions
  • Ger the purchased items for a special price
  • Get a percentage off of one specific item
  • Get a fixed sum off of one specific item
  • Customer gets a percentage off of one receipt line (free choice)

Loyalty Program is now set up to be used.

Accruing Rewards Points at POS register:

After choosing a customer, Rewards Points will be added automatically after each purchase. Accumulated Rewards Points can be found below the customers name when selected on the POS, in the customer screen on the POS register, and in the customer information in the back office halfway down the gray bar on the left. 

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Ringing out a Promotion

There are three possible options a promotion can be applied, which means there are three possible ways for it to be applied at the POS. An applied promotion will be shown in the transaction list.

Promotion is applied automatically: Cashier will not have to do anything. If the promotion applies to the transaction, it will apply automatically.

Cashier applies promotion manually: The promotion will not be activated until the cashier selects it. This can be found under the ‘Promotions’ button on the POS.
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Promotion is applied when a customer hands in a coupon: The promotion will not be applied unless the customer has the appropriate coupon. The cashier will then input the serial number on the coupon under the ‘Coupons’ button.
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Related Guides

Creating Customers & Customer Groups v2015
Gift Card Set Up & Use v2015
Returning to a Gift Card
How to Create a Free Shipping Promotion v2015