This lesson shows how to set conditions for customer discounts and bonuses. A discount changes the sale amount according to a configured rule, while bonuses are earned and redeemed under the terms of the loyalty program. For bonuses with an expiry period, it is important to define when they become available and when they expire.
Loyalty program conditions
The video also covers crediting change to a customer card. Before using any rule, check it with a test sale: who it applies to, how it combines with other discounts, and what the cashier sees in the document. Explain the terms for earning and using bonuses to the customer.
Video chapters
- 00:00 — Introduction
- 00:40 — Basic program features for working with a customer
- 01:05 — Where to configure a discount in the accounting program
- 03:50 — Can the program give a customer a starting discount
- 10:15 — How to configure a fixed discount
- 12:10 — How to create a loyalty program
- 18:00 — What the red marker in the customer card means
- 19:10 — How to obtain information from a customer
- 20:40 — Can you edit the customer questionnaire template yourself
- 22:30 — Can a salesperson's access to the customer card be restricted
- 25:25 — Bonus program
- 32:30 — Where to view bonus accruals
- 34:20 — How a customer can use bonuses
- 36:30 — Where bonus redemption is displayed
- 40:30 — How to cancel payment with bonuses
- 41:10 — How to add bonuses manually
- 42:10 — How to deduct bonuses from a customer
- 43:10 — How to cash out bonuses and where this is displayed
- 45:30 — Notifying a customer about expiring bonuses
- 51:40 — Benefits of using a bulk mailing template
- 56:20 — Deducting bonuses at the end of the year
- 01:01:30 — How to activate the Bonus system with an expiry period option
- 01:12:50 — The Scheduled tasks tab
- 01:15:30 — Analyzing bonus transactions. Change credited to a bonus card
- 01:21:50 — Where to view the bonus report
- 01:24:00 — Summary
More details: Customer management program
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