Loyalty and promotions

#Loyalty points

Loyalty points need the Silver package of the program, or any CreekPOS Online plan. Customers collect points on what they pay and spend them on a later bill.

#Setting up

Program: Settings → Loyalty points. CreekPOS Online: Settings → Loyalty points (managers). Tick Turn on loyalty points, then:

The page shows a worked example with your numbers. With the defaults, a customer who spends 100 AED earns 10 points, and 50 points take 5 AED off a later bill.

Points are earned on what the customer pays after all discounts, without the part paid with points.

#At the till

1. With loyalty on, the client button above the receipt becomes Customer by phone: type the mobile number and press Find, or add a new member with a name (they get the welcome points).
2. The button now shows the member's name, their points and what this sale will earn.
3. To spend points press Pay with points: How many points? (up to …). The limit is the smaller of the balance and the bill's maximum share. Typing 0 removes the points.
4. Pay the rest as usual. The receipt prints the points used, earned and Your points balance.

Points cannot pay a sale on credit, and a customer must be on the sale. A return takes back the points the sale earned and gives back those it spent, in proportion; a balance never goes below zero.

#Points history and adjustments

In Suppliers & clients → Clients, Points history shows a member's balance and every movement: earned, redeemed, welcome, expired, return, void, adjusted. Adjust points adds or removes points with a reason (a manager's sign-in is needed). On CreekPOS Online: the customer's Points page.

#The loyalty report

Reports → Loyalty points shows the Points liability (how many points customers hold and what they are worth to the shop) and the Top customers by spending over the last 30 or 90 days or this year. On CreekPOS Online: Reports → Loyalty points, for any period.

#Promotions

Promotions are offers the till applies by itself. They need the Gold package of the program (the Promotions button on the top bar) or any CreekPOS Online plan (Settings → Promotions).

#Creating a promotion

Press New promotion, give it a Name and choose the Kind:

Applies to: chosen products, chosen categories, or the whole basket. Then the conditions, all optional:

• From (date) and To (date, inclusive);
• Days of the week and Hours (from – to) for a happy hour or a weekend offer;
• Minimum basket;
• Price level: any, retail only or wholesale only;
• Customers: everyone, loyalty members, or customers tagged with a word in their note (for example staff);
• Cap per receipt (0 = none);
• Stackable: adds up with other promotions or Exclusive: never combines; the best one for the customer wins, and the order in which they apply.

Preview prices a sample basket with every promotion that is on, so you can check before the first customer sees it. Turn off pauses a promotion without deleting it.

At the till the tile carries a badge, the line shows the offer, and the receipt prints one line per promotion. See Promotions at the till. The Promotions tab of the reports shows how many receipts used each promotion and what it gave away.