Positions of loyalty table
The
following program description deals with:
The
customer Loyalty is to be set up in the system via 2 programs:
- A loyalty table is configured under Application
-> Organisation -> Company ->Loyalty table (link to
company, assignment of table no., definition of value of a loyalty point,
etc.)..
- Program Positions
is used to define the purchase total the loyalty is dependent on. The user
can define
- The value range (e.g. from EUR 100 to EUR 200)
- The individual steps (part amounts of the
purchase total)
- How many loyalty points are to be assigned in
each case
- NOTE:
If the customer wishes to settle the purchase total with the accumulated loyalty
points, the MICROS Retail OSCAR POS application calculates how many points are required.
Excess points remain on the "Customer account". No change will be paid out. Example:
The customer has points worth EUR 50.00. The purchase total amounts to
EUR 19.98, the customer cashes in loyalty points with a value of EUR
20.00. The change of EUR 0.02 is not paid out.
At
the end of this program you will find an Example for table set-up and point calculation.
Note:
- Purchase total ranges not covered by entries in
the table are excluded from point assignment.
- If a change is necessary in the points system,
this should always be completed by changing the points count as a modification of the points value (s. Loyalty table) would also affect the loyalty points already collected.
- A review of the current loyalty point status for
a customer can be called up via program Customer state.
- General information on the loyalty system can be
found under Loyalty
points: Programming and cashing in.
Remarks on the Input Fields
This
paragraph will provide a short overview over the options available for updating
these Basic Data.
Just
like in almost any other program:
- The Input Mask may
be different in your MICROS Retail OSCAR POS program depending on the set-up of the
application. In some cases some Data Fields may be missing.
- Some input fields may contain default values or
defined selection options; these cannot be updated.
- The input mask contains some fields that require
an entry and others in which entries are optional.
- If the data record is updated via multi-page
input masks, go to the Dialog Window by
clicking on the appropriate buttons with <Mouse key 1>.
- The same procedure applies to call up another
update program from this program.
- In some cases you may find that so-called
"Switches" which - depending on the default - can be activated
or deactivated with <Mouse key 1>. Activated switches are identified
by their dark color, deactivated switches are lighter-colored.
Permitted input range: numeric, 1 - 9999
You
can assign different loyalty points for different ranges of purchase values
(see From Value/To Value). Each range has to be created
with a unique number in the system. The number can be assigned arbitrarily, but
should be in consecutive order.
Enter
into this field the position number of the loyalty record.
Permitted input range: decimal, max. 12 digits
including max. 2 decimal places
Enter
a minimum purchase total value in this field as from which the points entered
under Points is to be assigned in conjunction with the Amount
entered under Value.
The
MICROS Retail OSCAR POS application checks during the recording whether the purchase total
lies in the range of the From value
and To value and thus meets the
prerequisites for granting of loyalty points. How many loyalty points is
defined on the basis of the entries in fields Loyalty points and Amount. The calculation method can be found under Example.
As
different purchase total ranges can be defined under various position nos. The user can set up a point count independent of the purchase total.
Permitted input range: decimal, max. 12 digits
including max. 2 decimal places
Enter
a maximum purchase total value in this field as from which the points entered
under Points is to be assigned in conjunction with the Amount
entered under Value..
As
no loyalty points are granted for purchase total ranges which are covered by
the defined "From/To range" it is advisable to chose a very high
"To value" to ensure that all purchase totals are included. If this
is not borne in mind, customers may receive points for low purchase totals but
not for a "big shop".
Permitted input range: decimal, max. 5 digits
Enter
the number of points given to customer when his purchase has reached the
defined purchase amount or the Unit entered.
The
value of each point is defined in the Point
value field of the Loyalty Table
program. The Example shows exactly how loyalty points are calculated.
Note:
- The basis for point assignment is always the
current purchase and not the overall total for the customer stored in the
system (e.g. if the customer buys on the basis of invoice payment the
purchase total in the system will be high)
- It is also not necessary
to offset every loyalty immediately. The customer can collect loyalty
points and can cash them in at a later date. Loyalty points can be cashed
in during a recording, but loyalty points cannot be cashed in without a
sale being recorded.
Permitted input range: decimal, max. 12 pos. with
max. 2 decimal digits
The amount entered here should be interpreted as a
"Part step". The loyalty points defined under Loyalty points will be assigned every time
a part step is reached. If more than 1 point is assigned per part step, th
points will be assigned accordingly (cp. Example). More examples can be found under Loyalty points: Programming and cashing in.
Permitted input range: alphanumeric, max 8 characters
Enter
a descriptive text for the record relevant to the purchase amount.
Table
and positions of the loyalty table are set up as follows:
Calculation:
- The system checks whether the purchase total is
within the "From value"/"To value" range.
- If it is, the entries made under the appropriate
position nos. under "Points" and "Amount" will be used
as the calcualtion basis, i.e.:
Purchase total /
Amount x Points = loyalty points granted
NOTE:
If the calculated loyalty point count shows decimal places,
these will be ignored and the amount will be rounded.
1st example:
The customer buys goods for EUR 20.00. 2 loyalty point are assigned:
20.00/20.00 x 2 = 2
2nd example:
(proportional assignment of loyalty points with rounding)
The customer buys goods worth EUR 99.99. 4 points are assigned:
99.99/20.00 x 1 = 4,999
As a full loyalty point must be achieved, the system rounds down.
3rd example:
(proportional assignment of loyalty points)
The customer buys goods worth EUR 200.00. 20 loyalty points are assigned:
200.00/100.00 x 10 = 20
MICROS Retail Deutschland GmbH
Salzufer 8
D-10587 Berlin