Loyalty rewards in the Cash desk

The Fedeltà (Loyalty) mode of the Cash desk is used to convert a client's points into a reward. You choose it with the mode selector at the top right (see Cash desk); the page title becomes «Punti Fedeltà» (Loyalty Points) and the subtitle «Qui potrai gestire i punti fedeltà e riscattare i premi dei tuoi clienti.» (Here you can manage loyalty points and redeem your clients' rewards.). The chain icon for Collegamenti (Links) does not appear.

Points are earned through sales (see Payments and POS); rewards are created and managed in the Punti fedeltà page (see Loyalty points and Loyalty rewards).

Contents

1. The three columns
   1. Clients
   2. Rewards
   3. Carousel and summary
2. Converting points into a reward
   1. Errors
3. Common problems
4. Related entries

The three columns#

Clients#

The left column has the «Cerca cliente...» (Search client...) box and a list in pages of 8, loaded in blocks as in Riscuoti (the search looks in the name, email, phone, tax code and card number). Each row shows the name and a star with «N punti» (N points), the client's balance.

A click selects the client (the row turns amber); a second click on the same client deselects them. You can select only one client.

If there are no clients, «Nessun cliente trovato» (No client found) appears with «Non ci sono clienti registrati.» (There are no registered clients.) or, with a search that has no results, «Nessun cliente corrisponde alla ricerca.» (No client matches the search.).

Rewards#

The central column has the «Cerca premio...» (Search reward...) box and the list of active rewards, in pages of 8. Each row shows the thumbnail (the photo or a gift icon), the name and «N punti», the cost.

A click selects the reward (the row turns dark with a tick); a second click deselects it. If there are no rewards, «Nessun premio trovato» (No reward found) appears with «Non ci sono ancora premi o buoni configurati.» (No rewards or vouchers have been set up yet.) or «Nessun premio corrisponde alla ricerca.» (No reward matches the search.).

Both columns have «Pag. X di Y» (Page X of Y) with the two arrows; the mouse wheel does not change page in this mode.

Carousel and summary#

The right column shows the reward images at the top:

• with no reward selected there is a carousel of all the photos, which changes by itself every 3.5 seconds with a fade (if there is only one image it stays still);
• with a reward selected you see that reward's photo, still;
• if there are no photos the gift icon appears with «Non hai caricato foto di alcun premio ancora» (You have not uploaded photos of any reward yet) or, with a reward selected that has no photo, «Questo premio non ha una foto» (This reward has no photo).

Below is the summary:

If the client and the reward are chosen but the balance is not enough, «Punti insufficienti per riscattare questo premio» (Not enough points to redeem this reward) appears in red and the button stays greyed out.

Converting points into a reward#

1. Switch to the Fedeltà mode.
2. Choose the client.
3. Choose the reward.
4. Check the balance and the cost in the summary.
5. Click Converti (Convert) (during the operation it shows «Conversione in corso...» (Conversion in progress...)).
6. The message «Premio convertito con successo! Nuovo saldo: N punti.» (Reward converted successfully! New balance: N points.) appears. Client and reward are deselected and the client's balance is read again.

The Converti button is greyed out while the client or the reward is missing, if the points are not enough, and while the operation is in progress. The conversion deducts the points from the client's balance and records the redemption in the history; handing over the reward is done separately.

Errors#

The messages appear in red and, in all these cases, the points are not deducted:

Common problems#

Related entries#

• Cash desk
• Loyalty points
• Loyalty rewards
• Clients