G- Loyalty - Management of customer loyalty pouches

Context: 

The customer benefits from a pouch containing one or more gift vouchers that can be used over different periods. The goal is to bring the customer back to be able to use his gift certificates.

Prerequisite:

You issue gift vouchers with an allocation number, an amount and a validity period.

The customer must be existing in the customer file or created during collection with the following information (depending on the settings chosen):

Like what:

• Name
• Forename
• Mobile or email

Note that if the conditions are not met, you will have to fill in the mandatory fields to validate the cover.

1. Sleeve settings:
By default, only a level 5 will be able to configure the creation of the cover. You can change the security level for this option in access level management.

Path: Management / Business Activity / Customer loyalty pouch management

• To have the proposal to deliver the pouch after sale, check "Activate the delivery of the pouch"
• Indicate the number of gift vouchers contained in the pouch (from 1 to 99).
• Check the filters of the conditions under which you want to offer the pouch to your customers:
  • to clients created today: Only clients that do not exist in the client file
  • Customers who made their first sale today: only customers in creation during the sale or existing customers in the customer file who have never made a purchase (CA = 0)
  • Existing customers who do not benefit from the pouch: all customers except those who have already benefited from the pouch with the same voucher number.
• Check the required fields to benefit from the pouch.
• The "email or mobile" field makes one or the other mandatory and not both
• Save settings

Beginning of sequence: 

• The next day: the cover created on 18/07/2018 will be usable on 19/07/2018
• at the beginning of the following sequence (week): the cover created on 18/07/2018 will be usable on 23/07/2018 or at the beginning of the following week.
• at the beginning of the following sequence (month): the cover created on 18/07/2018 will be usable on 01/08/2018 or at the beginning of the following month.
  Number of sequences:
• Determines the duration of the sequence: 10 days, 2 weeks, 1 month, and so on.
  Example 1 of sequence: gift voucher 1 can be active the next day, subsequent gift vouchers can only be active when the validity date of gift voucher 1 has expired by checking the end of the previous sequence.
  Example 2 sequence: gift voucher 1 can be active at the beginning of the following week or at the beginning of the following month by selecting "start of the next sequence"
  2 gift vouchers cannot overlap over a period.

In the example, a set of 2 gift vouchers has been created.

Gift voucher 1, worth 7 euros. This voucher is valid from 18/07/2018 (the next day) on a sequence (month) lasting 1 (month)

Gift voucher 2, worth 7 euros. This voucher is valid from the end of the previous sequence, in the example above, from 18/08/2018 for a period of 1 month.

2. Creation of pouch for sale:
On sale, I click on the "customer" icon. I can either search for a customer by name or create a new customer.

In the example, I choose to search for an existing customer "Dujeux" and click on "search".

The information contained in its sheet is visible in the insert, we can see that here, only the email address is filled in (which is a minimum requirement in the settings).

I make my sale normally and register the sale after selecting the payment method.

I select the seller to validate the transaction.

The receipt is printed and given to the customer.

If the customer doesn't want the cover, I click on "the customer doesn't want the cover". The sale is over.

If the customer wants the pouch:

• The information in the red frames is mandatory for the validation of the pouch.
• Unframed information is not mandatory.
• The information framed in orange indicates that at least one of the two pieces of information must be filled in to validate the pouch.
• You can fill in the missing information that will directly enrich the customer file.
  Finally, click on "pouch given to the customer"

3. Use of the pouch for sale:
Gift vouchers are stored in the available credit notes of the selected customer.

To make a sale using the gift voucher, you make the collection by selecting the customer, you enter the item or items to be cashed and then you click on "have available" to be able to recall the gift voucher contained in the pouch. Expired vouchers are no longer visible in available credit notes.

This appears as a deduction from the amount of the sale.

The ticket indicates the information of the pouch with the number of the voucher -123123123- followed by the number of the customer file -5318-.

In the example:

• The first gift voucher is valid from 18/07/2018 to 17/08/2018.
• The second gift voucher is valid from 18/08/2018 to 17/09/2018.

If a gift voucher is not yet valid and you click on "Use gift card", an alert message is displayed.