Jolibiz POS Documentation

For a more detailed explanation and step-by-step guide, please refer to the information provided below. #

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Scenario: Setting Up “Brewed Delights” Reward Points System #

Sarah is setting up the reward points system for her coffee shop, “Brewed Delights.” She wants to configure various aspects such as enabling reward points, setting up earning and redeeming points, and determining the expiry period for points.

Step 1: Enable Reward Points #

1. Enable Reward Point:
   • Description: Activate the reward points system for your business.
   • Example: Sarah wants to reward her loyal customers with points for every purchase.
   • Action: Sarah checks the “Enable Reward Point” box.

Step 2: Enter Reward Point Display Name #

2. Reward Point Display Name:
   • Description: The name that will be displayed for reward points in the system.
   • Example: Sarah wants to call her reward points “Loyalty Points.”
   • Action: Sarah types “Loyalty Points” in the Reward Point Display Name field.

Earning Points Settings: #

Step 3: Set Amount Spend for Unit Point #

3. Amount spend for unit point:
   • Description: The amount of money a customer needs to spend to earn one reward point.
   • Example: Sarah decides that for every $1 spent, a customer earns 1 loyalty point.
   • Action: Sarah types “1.00” in the field.

Step 4: Set Minimum Order Total to Earn Reward #

4. Minimum order total to earn reward:
   • Description: The minimum amount a customer needs to spend in a single order to start earning points.
   • Example: Sarah sets this to $1.00 to ensure all purchases earn points.
   • Action: Sarah types “1.00” in the field.

Step 5: Set Maximum Points per Order #

5. Maximum points per order:
   • Description: The maximum number of points a customer can earn per order.
   • Example: Sarah decides not to set a maximum limit on points per order.
   • Action: Sarah leaves this field blank.

Redeem Points Settings: #

Step 6: Set Redeem Amount per Unit Point #

6. Redeem amount per unit point:
   • Description: The monetary value of one reward point when redeemed.
   • Example: Sarah decides that 1 loyalty point can be redeemed for $1.
   • Action: Sarah types “1.00” in the field.

Step 7: Set Minimum Order Total to Redeem Points #

7. Minimum order total to redeem points:
   • Description: The minimum amount a customer needs to spend in a single order to redeem points.
   • Example: Sarah sets this to $1.00.
   • Action: Sarah types “1.00” in the field.

Step 8: Set Minimum Redeem Point #

8. Minimum redeem point:
   • Description: The minimum number of points a customer needs to have before they can redeem them.
   • Example: Sarah sets this to 1 point.
   • Action: Sarah types “1.00” in the field.

Step 9: Set Maximum Redeem Points per Order #

9. Maximum redeem point per order:
   • Description: The maximum number of points a customer can redeem in a single order.
   • Example: Sarah decides not to set a maximum limit on redeemable points per order.
   • Action: Sarah leaves this field blank.

Step 10: Set Reward Point Expiry Period #

10. Reward Point expiry period:
    • Description: The period after which unused reward points will expire.
    • Example: Sarah wants the points to expire after one year.
    • Action: Sarah selects “1” and “Year” from the dropdown menus.

Final Step: Review and Save #

11. Review: Double-check all the information entered to ensure it is correct.
12. Save: Click the “Save” or “Update Settings” button to save your reward points settings.

Enabling reward points: #

1. Go to Settings -> Business Settings -> Reward Points Settings.
2. Click on Enable Reward Point and it will get enabled.

Reward Points Settings: #

eward points settings is divided into 2 parts:

1. Earning Points Settings
2. Redeem points settings

Earning Points Settings: #

1. Reward points display name: This is display or label name for reward points. Some people like to keep it as reward points or reward coins etc. Only used for displaying label.
2. Amount spent for unit point: Meaning how much the customer spent to get one reward points.
   Example
   If you set it as 10, then for every $10 spent by customer they will get one reward points.
   If the customer purchases for $1000 then they will get 100 reward points.
3. Minimum order total to earn a reward: The minimum amount the customer should spend to get reward points.
   Example:
   If you set it as 100 then the customer will get reward points only if there invoice total is greater or equal to 100. If the invoice total is 99 then they won’t get any reward points.
   You can set it as a minimum of 1.
4. Maximum points per order: Maximum reward points customer can earn in one invoice. Leave it empty if you don’t want any such restrictions.

Redeem Points Settings: #

1. Redeem amount per unit point: It indicates the redeem amount per point.
   For example: If 1 point is $1 then enter the value as 1. If 2 points are $1 then enter the value as 0.50.
2. Minimum order total to redeem point: Minimum order total for which customers can redeem points.
3. Minimum redeem point per order: Minimum redeem points that can be used per invoice. Leave it blank if you don’t need this restriction.
4. Maximum redeem point per order: Maximum points that can be used in one order. Leave it blank if you don’t need this restriction.
5. Redeem point expiry period: Expiry period for points earned by customers. You can set it in months or years. Expired points will get deducted from the customer account automatically after this period.
   NOTE: You must set the cron job for expiry feature to work. To display customers remaining reward point in invoice you can choose the option in invoice layout to display it.