Configuring How Loyalty Points are Issued

1. In Reporting and Analytics, click the link to go to the Loyalty Rules page in the iCare Gift, Payment, and Loyalty Configuration portlet, and then click Add. If you cannot find the link, contact your system administrator.
2. Enter a name for the points rule. Oracle MICROS recommends using an identifiable name based on the configurations, such as single point per dollar. You can enter a description for the rule for additional identification.
3. Enter a customer-facing name for the rule in Public Name. This name is shown on the customer transaction record and on myiCard.
4. Select the priority for the rule in Precedence. If more than one loyalty rule would apply to a transaction, Gift and Loyalty uses the rule with the highest precedence value.
5. Select Print Points Until Award to calculate the amount of points needed by the customer after the current transaction to reach the next award. You can add the @PointsUntilAward@ print token to the POS print text to include the amount on the receipt.
6. Select Points Round To Near to allow points to round up. If you do not select this option, Gift and Loyalty rounds down.
7. Select an Eligibility Rule from the drop-down list to add an eligibility rule to this loyalty points rule.
8. Click the Points tab.
9. Configure how and how many points are issued:

   Select...	To Issue Points Based On...	And Then Configure...
   Per visit	When a guest visits a store.	Enter the number of points to be issued per visit in Point Factor. Select how to calculate the total balance after issuing the points. Point Balance Total: current point total for the account. Lifetime: total point accrual since account creation. Year to Date: total point accrual over the past calendar year. Month to Date: total point accrual over the past month.
   Per check value	The value of the guest check.	Enter the number of points to be issued per dollar spent in Point Factor. Select how to calculate the total balance after issuing the points. Point Balance Total: current point total for the account. Lifetime: total point accrual since account creation. Year to Date: total point accrual over the past calendar year. Month to Date: total point accrual over the past month.
   Number of selected items	The number of selected items purchased.	Enter the number of points to be issued per selected item purchased in Point Factor.
   Value of selected items	The value of the selected items purchased.	Enter the number of points to be issued per dollar spent on selected items in Point Factor.
   Number of unique selected items	The number of unique selected items purchased.	Enter the number of points to be issued per each different item purchased from a predefined set in Point Factor.
   If any selected item on check	When a guest purchases any of a group of selected items.	Enter the number of points to be issued if an item rule is met in Point Factor.
   New items this period	When a guest purchases an item for the first time in a given time period.	Enter the number of points to be issued if a new item is purchased within a given time period in Point Factor.
   Additional points if selected	If the transaction includes a selected item, issues an additional amount of points entered. This method can also be used to award points based on repeat visitation using the Number of Days From First Trans field if the transaction includes a selected item.	Enter the number of points to be issued if an item rule or time rule is met in Point Factor. Enter the number of additional points to be issued per visit in Additional Points.
   Use multiplier if selected	If the transaction includes a selected item, applies a point multiplier.	Enter the number of points to be issued if an item rule or time rule is met in Point Factor. Enter the point multiplier in Point Multiplier.
   Time rule Only	Transactions within a designated time frame.	Enter the number of points to be issued if a time rule is met in Point Factor.
   Additional points by visit	Additional points per visit for each transaction.	Enter the number of points to be issued per visit in Point Factor. Enter the number of additional points to be issued per visit in Additional Points. Set the minimum number of days in between visits in Number of Days From First Trans.
   Use multiplier if threshold exceeded	If the transaction exceeds the configured threshold, applies a point multiplier.	Enter the number of points to be issued if the defined check value is met in Point Factor. Enter the point multiplier in Point Multiplier. Enter the threshold in Point Threshold.
   Per check value if any selected…	The value of the guest check if the purchase contains any of a group of selected items.	Enter the number of points to be issued per dollar in Point Factor.
   Per defined check value	Increments spent.	Enter the number of points to be issued per set number of dollars in Per Defined Value.

10. To configure an upper limit for issuing points:

    • Enter the maximum number of points that can be issued in a transaction in Max Points Per Trans.

    • Enter the maximum number of transactions that can be made in a single day part in Max Trans Per Day Part.

    • Enter the maximum number of transactions that can be made in a single day in Max Trans Per Day.

    • Enter the maximum number of transactions that can be made in a single week in Max Trans Per Week. Select the day that each week starts in Max Trans Start of Week.

11. Select Do Not Allow Other Points to prevent points from being issued by other loyalty rules when this loyalty rule issues points. For example, select this option to implement “not valid with any other offer.”
12. Select Do Not Issue Awards to prevent awards from being issued in the same transaction. For example, select this option for adjustment transactions in which a user issues points but does not want to trigger immediate awards, such as a discount applied directly to the check.
13. Select Tag As Bonus to tag points in a program linked to this loyalty rule as bonus points. For example, select this option to communicate to customers that they earned 20 points for a transaction, and that 5 of the points were from a bonus.
14. Click Save.