Use Loyalty Membership Program (I81)

Purpose: Use this screen to indicate whether the background jobs should evaluate whether customers qualify for loyalty membership programs based on their order history.

Yes/No field: Select this field to have the background jobs evaluate customers for membership in loyalty programs. The ORDR_ASYNC and BILL_ASYNC background jobs evaluate the customer sold-to for each processed order to determine whether the customer qualifies for any active loyalty membership programs. Qualification for loyalty membership programs is based on the customer’s total merchandise sales or order dollars since the Effective start date of the loyalty program. You can also set a loyalty program to subtract the dollar value of cancellations, soldouts, returns, or exchanges from the total, or to disregard this activity.

About loyalty programs: You can use loyalty programs to offer an order discount and other incentives to your best customers. You have the option of setting up a series of graduated loyalty programs, in which the benefits to the customer increase as their order or sales history increases.

Activate/deactivate: If this system control value is selected, the background jobs continue to evaluate each customer associated with an order whenever there is order activity, such as entry, maintenance, or billing. The result can be to:

• activate a customer loyalty membership if the customer’s sales or order total now make the customer qualify for the program

• deactivate a customer loyalty membership if the activity makes the customer ineligible for the loyalty program, or if the customer is now eligible for a different program

• make no change to a customer’s loyalty membership if the activity did not affect the customer’s eligibility for the current loyalty membership assignment

Leave this field unselected if you do not want the background jobs to evaluate customers for loyalty membership eligibility. You might use this setting if you do not use loyalty memberships at all, or if you do not want the background jobs to change existing customers’ existing loyalty membership assignments.

The system continues to apply the discount for any active loyalty memberships, regardless of the setting of this system control value.

For more information: See Loyalty Memberships for an overview.