How to add loyalty points in flovix

How to Add Loyalty Points in Flovix

Use this section to create and manage loyalty points in Flovix. Configure how customers earn loyalty points from their purchases and define how those points can be redeemed for discounts or rewards, helping increase customer retention and repeat sales.

Steps to Add Loyalty Points

• Click Marketing.
• Click Loyalty Points.
• Click Add New to create a new loyalty points rule.

Loyalty Points

This guide explains how to configure Loyalty Points in Flovix and how customers can redeem them on a POS invoice during checkout.

Overview

1. Loyalty Points allow you to reward customers based on their spending and enable them to redeem accumulated points as a discount during the payment process in the POS.
2. Each loyalty rule is automatically applied based on customer tags, spending thresholds, and the conditions defined in the loyalty configuration.

Creating a Loyalty Points Rule

Navigate to Marketing → Loyalty Points, then click Add New.

Configure the following fields:

1. Name

Purpose: Identifies the loyalty rule.

Example: Premium Customers

Use a clear and descriptive name so staff can easily identify the rule.

2. Customer Tags

Purpose: Restricts the loyalty rule to specific groups of customers.

Example: VIP Customers

Only customers assigned to the selected tag(s) can earn and redeem loyalty points under this rule.

3. Bank Account

Purpose: Specifies the account used for loyalty redemption transactions.

Behavior:

When customers redeem loyalty points, the redeemed amount is recorded as an expense in this account.

This helps maintain accurate financial records for loyalty redemptions.

4. Priority

Purpose: Determines the order in which loyalty rules are evaluated.

Example: 10

If multiple loyalty rules apply to the same customer, the rule with the highest priority is applied.

5. Minimum Total Spent

Purpose: Defines the minimum invoice amount required to earn loyalty points.

Example: 50 SAR

Customers must spend at least the specified amount on a single invoice to qualify for loyalty points.

6. Collection Factor

Purpose: Determines how customers earn loyalty points.

Example: 30 SAR = 1 Point

Meaning:

Customers earn 1 loyalty point for every 30 SAR spent.

7. Points Rate

Purpose: Defines the redemption value of loyalty points.

Example: 15 Points = 1 SAR

Meaning:

Every 15 loyalty points can be redeemed for a 1 SAR discount during payment.

8. Minimum Points for Usage

Purpose: Sets the minimum number of points required before redemption is allowed.

Example: 100 Points

Customers must have at least 100 loyalty points before they can redeem them on an invoice.

9. Points Available After

Purpose: Specifies how long customers must wait before newly earned points become available for redemption.

Example: 120 Minutes

Points become available only after the specified waiting period following a completed purchase.

10. Expiry After

Purpose: Defines how long loyalty points remain valid.

Example: 50 Days

Unused loyalty points automatically expire after the specified period.

Saving the Loyalty Rule

1. Click Save to create and activate the loyalty rule.
2. After saving, Flovix automatically calculates, awards, and redeems loyalty points according to the configured settings.

Using Loyalty Points in POS

Step 1: Create a POS Invoice

1. Open the POS screen.
2. Select a customer who is eligible for the loyalty program.
3. Add products to the invoice.

Step 2: Proceed to the Payment Screen

1. Click Checkout or Payment.
2. If the customer:
3. Meets the minimum spending requirement
4. Has enough loyalty points
5. Has points that are available for redemption
6. Has points that have not expired
7. the Loyalty Points redemption option will automatically appear.

Step 3: Redeem Loyalty Points

1. Select Apply Loyalty Points.
2. The system automatically calculates the discount based on:
3. The customer's available loyalty points
4. The configured Points Rate
5. The calculated discount is applied to the invoice total.

Step 4: Complete the Payment

1. Pay the remaining balance using cash, card, or any other available payment method.
2. The redeemed loyalty points are deducted from the customer's loyalty balance.

Important Notes

1. Loyalty points are treated as a promotional discount, not as cash.
2. Customers can earn or redeem points only if they meet all configured rule conditions.
3. Expired loyalty points cannot be restored or redeemed.
4. If multiple loyalty rules match, the system applies the rule with the highest priority.
5. Customer tags play a key role in determining eligibility.

Best Practices

1. Use customer tags to target specific customer groups.
2. Set realistic point expiration periods to encourage repeat purchases.
3. Configure a balanced redemption rate that provides meaningful value to customers while maintaining profitability.
4. Periodically review loyalty rules to ensure they align with your marketing strategy.