Loyalty rewards

A loyalty reward is what a client with the card can obtain by spending their points: a free item or a discount voucher. This is where you define the catalogue of rewards; points and the movement log are in Loyalty points, redemption is done in Cassa (see Loyalty rewards in the Cash desk).

Contents

1. Where to find it and who can use it
2. The table
   1. Activating and deactivating
   2. Removing
3. Creating a reward
   1. Step «Tipo di premio»
   2. Step «Dettagli» (discount voucher or product not in stock only)
   3. Step «Punti e conferma»
   4. After saving
   5. Procedures
4. Editing a reward
5. Importing rewards from documents
6. Common problems
7. Related entries

Where to find it and who can use it#

Open Scartoffie ▸ Promozioni and choose the Premi Fedeltà tab (star). Rewards belong to the location you are working in.

The tab is visible to all roles, but creating, editing, deactivating and importing rewards is reserved for Titolare (owner) and Responsabile (manager). An Operatore (operator) who tries sees the yellow notice «Operazione riservata a Titolare o Responsabile.» (Operation reserved for Titolare or Responsabile.) and nothing changes.

The table#

The table has the title «Premi Fedeltà» and the general behaviour described in Data tables. The search («Cerca premio...» (Search reward...)) searches in the name and in the description.

Activating and deactivating#

A click on the Stato switch (tooltip «Disattiva premio» (Deactivate reward) or «Attiva premio» (Activate reward)) changes the status immediately, without selecting the row. «Premio attivato» (Reward activated) or «Premio disattivato» (Reward deactivated) appears; if the operation fails, «Errore nel cambiare lo stato del premio» (Error while changing the reward's status) appears.

A deactivated reward stays in the table with the switch off, cannot be redeemed and does not appear in the Cassa's list of rewards. It is reactivated with a click on the same switch.

Removing#

1. Select one or more rows.
2. Press Rimuovi (Remove).
3. The browser asks «Disattivare N premi?» (Deactivate N rewards?) (or «Disattivare 1 premio?» (Deactivate 1 reward?)). With OK the rewards are deactivated: they are not deleted from the program.
4. «Premio disattivato» or «Premi disattivati» (Rewards deactivated) appears; if some cannot be done, «1 premio non è stato disattivato» (1 reward was not deactivated) or «N premi non sono stati disattivati» (N rewards were not deactivated).

The history of redemptions already made can still be consulted in Loyalty points.

Creating a reward#

Press Aggiungi (Add) and choose Crea da zero (Create from scratch) (or Importa esistenti (Import existing), see below). The form «Nuovo premio» (New reward) opens, in steps. How many depends on the choice:

At the bottom there are Annulla (Cancel) (closes without saving and without asking for confirmation), Indietro (Back), Avanti (Next) and, in the last step, Crea (Create) (new reward) or Salva (Save) (edit). The X at the top and a click on the dark background close without saving. You can go back to a previous step by clicking it in the step bar.

Step «Tipo di premio»#

Tipologia di premio (Type of reward) (required) has two buttons:

• Prodotto (Product): «Articolo omaggio in negozio» (Free item in the shop);
• Buono Sconto (Discount Voucher): «Sconto applicato in cassa» (Discount applied at the cash desk).

Changing the type resets the name, category, photo and links already chosen.

If you choose Prodotto, «Prodotto da regalare dall'inventario» (Product to give away from the stock) appears, a search field («Cerca prodotto in inventario o nuovo...» (Search product in stock or new...)):

• while the products load you read «Caricamento prodotti in corso...» (Loading products...); with no results, «Nessun prodotto trovato in inventario» (No product found in stock);
• each product shows the price and the points it awards;
• at the top of the list there is «Prodotto non in magazzino (Nuovo prodotto)» (Product not in stock (New product)), for a gift that is not in the stock: it opens the Dettagli step;
• once a product is chosen, the field becomes a green box with name, price and points and an X («Rimuovi selezione» (Remove selection)) to remove it.

When you choose a product from the stock the program fills in the reward's name («Product name - Gratis» (Free)), the category, the photo and the suggested points required by itself: the points assigned to the product or, if they are zero, the selling price multiplied by 5 and rounded. The chosen product is not blocked or taken out of stock.

If you choose Buono Sconto:

• Tipo di sconto (Type of discount): Percentuale (%) (Percentage) or Importo fisso (€) (Fixed amount);
• Valore sconto (Discount value): for the percentage from 1 to 100, for the amount in steps of 0.50.

When you press Avanti the program checks the step and shows a red notification:

Step «Dettagli» (discount voucher or product not in stock only)#

Check messages:

Step «Punti e conferma»#

If the cost is empty or below 1, «Inserisci quanti punti servono per questo premio (almeno 1).» (Enter how many points this reward needs (at least 1).) appears. When you press Crea or Salva the program checks all the steps again and, if one is not correct, takes you back to that step.

After saving#

The window closes and the reward appears, or is updated, in the table. No confirmation notification appears. The program assigns an 8-character code to rewards of the Sconto type.

If saving fails, a red notification appears and the window stays open, with the program's message or «Errore durante il salvataggio del premio» (Error while saving the reward). The most common messages:

Procedures#

Creating a «free product» reward

1. Aggiungi ▸ Crea da zero.
2. Leave Prodotto and search for and choose the product from the stock. Avanti.
3. Check the Costo in punti. Crea.

Creating a discount voucher

1. Aggiungi ▸ Crea da zero and choose Buono Sconto.
2. Choose Percentuale or Importo fisso and write the value. Avanti.
3. Write the name and choose where it applies (the whole bill, a service or a product), optionally with category, photo and description. Avanti.
4. Set the cost in points. Crea.

Editing a reward#

Select the row with a click, press Modifica (Edit), change the fields and press Salva.

For a «product from the stock» reward the form does not show Nome, Categoria, Foto and Descrizione, which come from the product: to change them you must choose «Prodotto non in magazzino». An Oggetto reward created with the import (with no linked product) requires, when editing, choosing a product or «Prodotto non in magazzino» before going on.

Importing rewards from documents#

Aggiungi ▸ Importa esistenti opens the guided import window, with the description: «Carica fogli o documenti che descrivono dei premi riscattabili con i punti fedeltà. L'Intelligenza Artificiale li legge e prepara i premi: prima di inserirli li rivedi e scegli quali importare.» (Upload sheets or documents that describe rewards that can be redeemed with loyalty points. The Artificial Intelligence reads them and prepares the rewards: before inserting them you review them and choose which to import.) How it works (upload, review with the original file alongside, insertion) is the same as described in Importing clients.

For each reward the program looks for name (required), description, points required (required, whole number of at least 1) and category. Every imported reward is of the Oggetto type (an item to hand over) and is born active. Discount vouchers cannot be imported: they are created with Crea da zero.

Import is reserved for Titolare and Responsabile.

Common problems#

Related entries#

• Loyalty points
• Loyalty rewards in the Cash desk
• Promotions
• Services
• Products