Setting Up Spend or Lose Programs

A spend or lose program maintains customer accounts that are reset to a given stored value amount at the end of each predefined time period. For example, you can use a spend or lose program to maintain employee meal credits, providing up to $25 a week for employees to use on lunches. Employees can then use up to the allotted $25 for lunch during the week, are given a new allotment of $25 for each week, and cannot roll over remaining credit to the next week.

When the time period rolls over:

• No transaction is posted to the Gift and Loyalty card detail when reload occurs. The balance in Gift and Loyalty shows 0.

• After the first transaction is posted, Gift and Loyalty adjusts the current balance.

• A balance inquiry from the workstation always reflects the current balance.

1. Set up the spend or lose program. Gift or Debit Program Configuration Reference contains more information about setting up the program.
   1. Create a Gift or Debit program.
   2. On the Gift or Debit/Credit/Award tab:

      • Select Enable Spend or Lose.

      • Enter the amount to be automatically reloaded into the card in Spend or Lose Allowance.

      • Enter a description to be shown for the reload transaction in Spend or Lose Description.

      • Select the length of the time within which the credits must be used from Spend or Lose Schedule.

      • For weekly spend or lose allotments, select the day of week that each week starts from Spend or Lose Start.

   3. Make sure to configure card behavior using the Allow Partial Redeem and Reserve for Auth options.
2. Set up the card accounts for the spend-or-lose card program:
   1. Create the card rules depending on whether you are using Oracle MICROS Gift and Loyalty iCards or a third-party card:

      • Creating Card Rules for iCard

      • Creating Card Rules for Third-Party Cards

   2. Assign one or more card rules to the program and specify the applicable locations.
   3. Create card numbers for the program and card rule, and then have the cards printed.
3. Configure the following touchscreen keys, and then add them to the Point-of-Sale screens. Configuring Point-of-Sale Touchscreen Keys contains more information about the Point-of-Sale touchscreen keys.

   • Issue

   • Redemption

   • Redemption Auth (if allowed)