Define Loyalty Settings

Xenial PortalData ManagementOrdering SettingsSettingsPreferencesSet company defaults

A loyalty program identifies registered customers, tracks their transaction history, and generates point-based and/or promotion-based rewards, which are redeemable in the form of discounts.

To define loyalty settings:

  1. Open the Loyalty section.

  2. From the Default Item Discount dropdown, select the item-level discount that is used with the loyalty program by default.

  3. From the Default Order Discount dropdown, select the order-level discount that is used with the loyalty program by default.

  4. Set the Reverse on Refund toggle to On to reverse all offers and/or rewards that were redeemed on the loyalty account when the associated transaction is refunded.

  5. In the Customer Identification Methods section, select the methods a cashier can use to identify a loyalty customer at the Ordering application.

    • Select Add Methods.

    • From the Choose Identification Methods popup, select the identification methods.

    • Select Add Method(s). The selected methods are listed in the Customer Identification Methods section.

  6. In the Customer Identification Methods section, configure the selected identification methods.

    • Set the Allows Redemption toggle to Yes if the customer is allowed to redeem stored value funds on the account when this identification method is used. This toggle is set to Yes by default.

    • To identify a default ID method: On the row of the method, select the vertical blue ellipsis, and then select Make Default from the dropdown.

    • To remove an ID method from the list: On the row of the method, select the vertical blue ellipsis, and then select Remove from the dropdown.