Loyalty Card Master

Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the Loyalty Card master set up options.
Before we begin, let us understand about the need of Loyalty Card master and the usage of this particular activity.
A loyalty program is a marketing strategy designed to keep the customer associated with your business and continue to shop. Issuing a loyalty card to customers is a way to identify the customer as a participant in the loyalty program. When the customer receives the loyalty card, he is eligible to be a part of earning reward points and special occasion discounts. 
You can edit and delete an already created set of information with required authorisation.
The key functions of a Loyalty Card Master Module are:
·     Creation of a New Loyalty Card Record;
·     Modification of an existing Loyalty Card Record;
·     Deletion of an existing Loyalty Card record.
We will be going through the each of these set of information in detail.
New Loyalty Card Creation–
You can create a “Loyalty Card” click under “Point of Sale Module” from menu of AlignBooks and the screen which appears looks like this;
You can see the  option at top right of the screen. Click on this option and you will be directed to the relevant Loyalty Card creation screen.
Here you will have basic information section where all the required data pertaining to a new Loyalty Card can be captured.
Loyalty Card Master
1Description : Here you input the name with which you are used to identify your Loyalty Card.
2Per Amount: Here Enter the Amount on which points will be accumulated. like as per your scheme, on purchase of Rs. 150/- you will credit 2 points to customer account.
3No. of Points : Here Enter the Points to be credited to customer account on purchase of above mentioned amount.
4Redeem Amount per Point : Here Enter the Amount which you want to redeem per point.
5Minimum Redeem Points : Here Enter the Minimum redeem points required for this card for redemption of loyalty points by cardholder.
6Birthday Discount (%) : Here Enter the Discount % which will be applicable when customer make any purchase on his Birthday.
7Anniversary Discount (%) : Here Enter the Discount % which will be applicable when customer makes any purchase on his Anniversary day.
Save : Click on  to Save the values.
Clear : Click on  to Clear the values.
Delete : Click on to delete the existing master. (Enabled only when you edit the master)
Exit : Click on   Or to Exit from the New Loyalty Card Form.
We are now back to the main screen for the Loyalty Card Master.
Edit: If you wish to Edit a Loyalty Card detail, click on . The Loyalty Card details will be opened in edit mode, can make the required changes and click on  to save the changes made by you. If you think that this record is no more required, you can delete the record by clicking on .
Delete : If you wish to delete any Loyalty Card data, Click on  and confirm the deletion.
It is advisable not to delete a POS Loyalty Card if some data are already entered against that Loyalty Card. Note that the System will not allow you to delete this record unless you delete all transactions with the Loyalty Card.
Bulk Delete : If you wish to delete Loyalty Card data in bulk then enable the check box against each Loyalty Card and Click on  and confirm the deletion. All Loyalty Card data will be removed which are not used in any transaction.
Refresh : Click on to refresh the list with the changes made by you.
Export : Click on  to Export the data as visible in the list to an Excel Sheet.
Search : Type a text to search a particular record.
Sort : If you want to sort data on a particular field, click on the label of that field, your data will be sorted on that field. You can reverse the order of sorting by just Double click on the label of that particular field.
Click on  to Exit from the Loyalty Card master.
We hope you enjoyed this tutorial. Please give us a call for further help.  Happy Aligning!