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Bonuses with a limited validity period

Bonuses with a limited validity period — is an additional Torgsoft option that accrues bonuses to customers with a fixed validity period and automatically writes them off after the period ends. It is needed when you want to stimulate repeat purchases within a defined period, rather than simply giving an instant discount.

The option is suitable for cosmetics stores, clothing stores, children's goods stores, pharmacies, coffee shops, and restaurants — for everyone who builds a loyalty program and wants customers to return within the required period. It solves the typical problem of regular bonuses: when they accumulate for years and turn into the store's «eternal debt» to the customer, which no longer motivates them to return right now.

You set the rules in the discount card type: the validity period of accrued bonuses, the validity period of returned bonuses, and the expiration date for previously accrued bonuses. Bonuses that the customer has not used expire automatically, and this preserves part of the lost revenue for the store. The customer can be warned in advance about the expiration via SMS or Viber. The option works with the Torgsoft bonus system — on Ultra and Terminal licenses.

Bonuses that motivate customers to return, not accumulate for years

Accrue bonuses with a validity period and automatic write-off — the customer has time to use them within the defined period.

Bonus validity period Automatic write-off SMS and Viber notifications Settings by card type Repeat sales
Bonuses with a limited validity period in Torgsoft

What are bonuses with a limited validity period

Unlike an instant discount, a customer can use a bonus only during the next purchase. That is why bonuses support repeat visits: the accumulation on the card becomes a value for which the customer returns specifically to you. The option adds the main thing to this mechanism — a period. Each portion of accrued bonuses lives for a limited time and is written off automatically after the period ends.

For the store, this works as an internal currency with an expiration date. A deferred obligation costs less than a direct discount, and part of the bonuses remains unused altogether. When bonuses expire, the store benefits in the form of a discount not granted, while still maintaining the attractiveness of the loyalty program for the customer.

Basic concepts

BON

Bonus

An internal point accrued for a purchase. 

PER

Validity period

The period during which the customer can use the accrued bonuses.

EXP

Expiration

Automatic write-off of bonuses if the customer has not used them before the end of the period.

CT

Discount card type

A set of accrual and bonus validity rules that you configure once.

RET

Returned bonuses

Bonuses that are returned to the card when goods are returned have their own period.

PAY

Payment with bonuses

Writing off accumulated bonuses toward payment for goods in a sale.

Who this option is for

Cosmetics and perfumery

Regular purchases with a short cycle — a time-limited bonus brings the customer back for the next batch.

Clothing and children's goods

Seasonality and repeat purchases: time-limited bonuses support visits between collections.

Pharmacies

Regular customers and frequent small purchases — motivation to return specifically to your chain.

Coffee shops and restaurants

High visit frequency: an expiring bonus works to bring the customer back in the coming days.

Who does not need it. If you work only with one-time discounts and do not manage named customers through discount cards, a time-limited bonus mechanism will add nothing for you. The option is also unnecessary where repeat purchases are not inherent in the business.

When to connect immediately

  • you already issue discount cards and want to move from a simple discount to bonuses.
  • accumulated bonuses «hang» and do not motivate customers to return.
  • you need promotions such as «bonuses are valid until the end of the month».
  • you plan to warn customers about bonus expiration via SMS or Viber.

What tasks the option solves

Pain point
Solution in Torgsoft
Result
Pain pointBonuses accumulate for years and do not bring the customer back.
SolutionBonus validity period in the card type with automatic write-off.
ResultThe customer has a reason to return within the defined period.
Pain pointA direct discount always costs the store money in lost revenue.
SolutionA deferred bonus obligation with a limited validity period.
ResultMoney stays in circulation, and part of the bonuses is not used.
Pain pointWriting off expired bonuses manually is slow and unreliable.
SolutionAutomatic expiration after the period ends.
ResultThe bonus balance always corresponds to the actual rules.
Pain pointThe customer does not know that bonuses are about to expire.
SolutionNotification via SMS or Viber before the period ends.
ResultThe customer has time to use the bonuses and makes a purchase.
Pain pointBonuses returned when goods are returned do not have separate period rules.
SolutionA separate validity period for returned bonuses.
ResultUniform rules for all bonuses without exceptions.

How it looks before and after

Before

Bonuses are accrued without a validity period. The accumulated amount grows, but does not motivate the customer to return. Expired points have to be written off manually, and customers do not know about their balances.

After

Each portion of bonuses has a validity period. The program writes them off automatically, and the customer receives a notification and returns for a purchase while the bonuses are active.

How it works: 5 steps

Activate the option. In Settings — List of additional functions, activate the function using the code from a representative or for 30 days for testing, then restart the program.

Configure the discount card type. In Marketing — Discount card types, on the Bonus system tab, set the accrual rules and bonus validity period.

Specify periods and expiration. Set the validity period of accrued bonuses, the validity period of returned bonuses, and, if needed, the expiration date for previously accrued bonuses.

Link customers. In Marketing — Customers, select the discount accrual method Bonus system and the required discount card type.

Sell and write off bonuses. During a sale, bonuses are accrued according to the rules, payment with bonuses is available through Additional actions, and expired points are written off automatically.

Important. Bonuses are not accrued for goods that already have a product discount, are sold at a wholesale price, or participate in a promotion. In Torgsoft, 1 bonus equals 1 accounting unit.

Try it in your store

Download the Torgsoft demo version and test bonuses with a validity period using your own rules. The demo works free of charge for 30 days, and the data remains on your computer.

Option capabilities

Function
What it does
Who benefits
FunctionBonus validity period
What it doesSets the period during which accrued bonuses remain active.
Who benefitsStores that build repeat sales.
FunctionAutomatic write-off
What it doesCancels bonuses after the period ends without manual actions.
Who benefitsOwners who want an accurate bonus balance.
FunctionReturned bonus period
What it doesSets a separate period for bonuses returned when goods are returned.
Who benefitsStores with frequent returns.
FunctionExpiration date for previously accrued bonuses
What it doesSets a period for bonuses that were already on cards.
Who benefitsThose moving to a new bonus policy.
FunctionSettings by card type
What it doesStores different period rules for different discount card types.
Who benefitsChains with several loyalty levels.
FunctionPayment with bonuses
What it doesAllows accumulated bonuses to be written off toward a purchase in a sale.
Who benefitsAny store with a bonus system.
FunctionExpiration notification
What it doesSends an SMS or Viber message about the approaching end of the validity period.
Who benefitsStores with active customer communication.

Automatic customer notifications about accrued bonuses and warnings about expiration are available when the «Bulk customer messaging» option is activated.

Scenarios by niche

Cosmetics store

Bonuses for a purchase are valid for 30 days. Before the period ends, the customer receives a Viber reminder and returns for skincare cosmetics while the bonuses are active.

Coffee shop chain

Bonuses are accrued for every coffee and expire at the end of the week. This supports daily visit frequency and returns in the coming days.

Children's goods store

Seasonal bonuses with a limited validity period stimulate repeat purchases between collections, while unused points expire automatically.

Example

The example is illustrative. A clothing store issues customers discount cards with a bonus system. Bonuses with a validity period of 45 days are accrued for every purchase. A few days before the period ends, customers receive an SMS notification.

Some customers return and use the bonuses for the next purchase, while some bonuses expire automatically. The store receives repeat sales from those who returned and preserves the discount not granted from those who did not make it in time — without any manual write-offs.

Which options and equipment it works with

  • Barcode scanner — for quick reading of the customer's discount card during a sale.
  • Printer for printing discount cards with a barcode.

Comprehensive automation. Bonuses with a limited validity period are part of the loyalty program in Torgsoft. Together with discount cards, bulk messaging, and customer accounting, they form a unified customer retention system.

Price and connection terms

Cost of the «Bonuses with a limited validity period» option
2100 UAH
  • Licenses. The option works with the Torgsoft bonus system — on Ultra and Terminal licenses. The bonus system is not available in the Start version.
  • Connection. The option is purchased for each workplace for separate versions, or one per local network, or one per terminal license server. Available from Torgsoft version 2019.2.0.
  • Demo version. Free for 30 days, data is stored on your computer.

How to connect

  1. Submit a request on the website or contact a representative in your region.
  2. Receive the activation code and activate the option in Settings — List of additional functions.
  3. Configure the bonus validity period in the discount card type and start accruing bonuses.

Frequently asked questions

What are bonuses with a limited validity period

This is a Torgsoft option that accrues bonuses to customers with a fixed validity period and automatically writes them off after the period ends. This way, bonuses motivate customers to return within the defined period.

How bonuses differ from a regular discount

The customer receives a discount immediately, while bonuses can be used only during the next purchase. Therefore, bonuses support repeat sales, and the validity period makes this return timely.

What happens to bonuses after the period ends

Bonuses that the customer has not used are written off automatically. No manual actions are required — the program cancels expired points according to the rules of the discount card type.

Can the customer be warned about bonus expiration

Yes, the customer can be notified by SMS or Viber message about the approaching end of the validity period. This requires the activated «Bulk customer messaging» option.

Where bonus validity periods are configured

The rules are set in the discount card type on the Bonus system tab: the validity period of accrued bonuses, the validity period of returned bonuses, and the expiration date for previously accrued bonuses.

Are bonuses accrued for promotional goods

No. Bonuses are not accrued for goods with a product discount, goods sold at a wholesale price, or goods participating in a promotion.

How much one bonus costs

In the Torgsoft program, 1 bonus point equals 1 accounting unit, meaning bonuses are tied to the accounting currency.

Which licenses the option works with

The option relies on the Torgsoft bonus system, so it works on Ultra and Terminal licenses. The bonus system is not available in the Start version. The option is purchased for each workplace for separate versions, or one per local network, or one per terminal license server. Available from Torgsoft version 2019.2.0.

Can a purchase be paid with bonuses

Yes, accumulated bonuses can be written off toward payment for goods in a sale through Additional actions — Pay with bonuses. By default, there must be at least one item in the sale without bonus payment; otherwise, the corresponding message will appear. This condition can be disabled in the discount card type settings.

How to test the option before purchase

Download the Torgsoft demo version — it works free of charge for 30 days, and the data is stored on your computer. In the demo version, you can configure bonus periods and test the mechanism using your own rules.