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The system allows you to create discounts and and loyalty rewards to give your customers. This article will guide you through how to create and use your discounts and rewards. Explore what's here for you!

Enable and Configure Customer Loyalty

If Customer Loyalty is not already enabled for your store, in the Back End, here is how you can enable it:

Click to open the Administration menu and go to POS Manager, click to open the Security tab, and scroll down until you see the Customer Loyalty setting. Click to enable it. Configure how many Customer Loyalty points your customers will earn per dollar they spend in the store in the 1 Point Per setting shown below. Once you are finished, in the upper right, click Save.

Working With Discounts and Loyalty Rewards

You can get to this part of the system by logging into the Back End and opening the Customers and Discounts menu. Click on Discounts / Loyalty Rewards to get started.

You will see all discounts and loyalty rewards you have created so far listed in the middle of the page. There is no difference in the data and structure between Discounts in the system and Loyalty Rewards, they are really just different names for the same thing and they are applied in different situations.

Discounts can be applied by your cashiers in the Front End if the conditions for a discount have been met. For example, if it's the correct day of the week or if there are any discount-eligible items in the transaction. You can apply discounts to individual items or to the entire transaction. Please see the article linked below for How to Apply a Discount in the Front End for full details.

For Loyalty Rewards, when a customer has earned enough reward points, they are able to redeem a set number of points for a reward in a future transaction. Please see the article linked below for Giving Customer Reward Coupons in the Front End for full details.

You can use the tabs to view Discounts or Loyalty Rewards. Search to find the one you want, then click on the name of the discount or reward if you need to edit any of the information or if you need to delete it using the Remove button in the upper right (not pictured).

On the far right is an action menu with options for exporting the data as CSV or PDF files, and you can also adjust which columns display.

Create a New Discount or Loyalty Reward

To create a new Discount or Loyalty Reward, make sure the tab for correct one is selected in the middle of the page. The data for both types of discount is identical except that Loyalty Rewards also have an area to enter how many reward points a customer must earn in order to get the reward. After setting the correct tab (either Discount or Loyalty Reward), follow the steps below to create your discount:

1. Create New — Click on the +New button to begin creating a new discount or reward.
2. Name — Enter the name you want for the discount.
   
3. Description on Receipt — Enter a description that will be how the discount or reward will appear on receipts.
4. Amount Type — Select either Dollar Amount (default) or Percent for the type of discount that will be provided.
5. Amount — Enter either the dollar amount or the percentage discount the discount or reward will provide. Alternatively, you can use #6 below.
6. Enter Discount Manually — If you leave the above field blank and check this box, whenever the discount or reward is applied in the Front End, the cashier will enter the dollar amount or percentage.
7. Applies To — Discounts and Rewards can be applied at the Item Only level (applies only to a single item), or at the Basket Only level (applies to all eligible items in the transaction). In both cases, the item(s) must be set to be eligible for Discount in their Properties tab in Product Maintenance page.
8. Weekday to Apply — Check the boxes for all days of the week the discount or reward will be active.
   
9. Points Required — You'll see this field if you're creating a Loyalty Reward. Enter the number of points a customer must redeem in order to receive the reward. Please Note: If you have not already done so, you can configure how many points per dollar your customers will earn for money they spend in your store. You can do so by going to Administration > POS Manager > Security and just below the Customer Loyalty setting, enter the number of points in the 1 Point Per field.
10. Save — Click the Save button at the top to save your new discount or reward. You will see a confirmation that the new discount or reward was successfully created and you will see it appear in the list.
    

Related Articles

Customer Loyalty

Customer Membership Expirations in the Back End

How to Apply a Discount in the Front End

Giving Customer Reward Coupons in the Front End

Frequently Asked Questions

Q: I have a question, but I can't find my answer here. How do I get more assistance?

A: If you need immediate assistance, the team is available 24/7. Feel free to contact our support team at 877-752-0625. You can also email us at support@marktpos.com, and we will respond within 24 hours.