Points, Points Profiles and Loyalty

7 | "Sale Use Points" Sub-Function

This article outlines the "Sale Use Points" Sub-Function, how it is configured in BackOffice, and how it can be used in SmartPOS. The "Sales Use Points" Sub-Function is designed to redeem an Account's Points Balance for All Products in the Transaction. Compared to the "Item Use Points" Sub-Function, this Sub-Function will select all Products rather than single lines.

This article outlines the "Sale Use Points" Sub-Function, how it is configured in BackOffice, and how it can be used in SmartPOS.

The "Sales Use Points" Sub-Function is designed to redeem an Account's Points Balance for All Products in the Transaction.

Compared to the "Item Use Points" Sub-Function, this Sub-Function will select all Products rather than single lines.

Prerequisites

  • To access Till Function Settings, the applicable Operator Privileges will need to be enabled
    • Operator Maintenance 'General' Tab
      • System Setup: "Maintain Till Function Maps" Flag
  • To access and use this Till Function within SmartPOS, the following Operator Privileges will need to be enabled
    • Operator Maintenance 'Till Privileges' Tab
      • General: "Operate Tills" Flag
      • Tables: "Table Sales" Flag
      • Tables: "Create New Tables" Flag
      • Accounts & Discounts: "Account Till Functions"
      • Accounts & Discounts: "Redeem Points for Cash"  

Initial Setup 

  • Click on the desired Button space and then configure the Button Settings:
    • In the Button Text field enter the text that will display on the Till Function Button on SmartPOS Workstation screens
    • Set the Function drop-down to 'Tables & Accounts'
    • Set the Sub-Function to 'Sales Use Points'

Function-Specific Configurations 

  • Enter a corresponding number into the Item field where:
    • "1" will allow for partially redeem Points; i.e. tenths of a Point can be redeemed
    • "4" will use the priorities setup in CALink and redeem points as per the priority



SmartPOS Example

  • After selecting the "Sales Use Points" Sub-Function in an Open Table, all Products within the Transaction will be redeemed through Points 
    • Products that have been redeemed through Points will change to a teal color in the Transaction window