Loyalty points redemption in POS
In ERPNext, customers can earn loyalty points on their POS purchases and redeem them as a payment option at checkout. You can set up loyalty points redemption in POS with the following configuration steps:
1. Create a Loyalty Program
Go to Loyalty Program and create a new program. You can set a Single Tier or a Multiple Tier Program based on the slabs of the total amount spent by the customer.
- In the Collection Rules table, set the Collection Factor, that is the amount the customer needs to spend to earn 1 loyalty point. In the example below, the customer earns 1 point for every $10 spent.
- You can also restrict the program to a Customer Group or Customer Territory, or tick Auto Opt In (For all customers) to enroll all customers automatically.
- In the Redemption section, set the Conversion Factor (the value of 1 loyalty point in base currency), the Expiry Duration of the points, the Expense Account and the Company.
2. Link the Loyalty Program to the Customer
Once the loyalty program is set, open the Customer and select the program in the Loyalty Program field, under the Loyalty Points section in the Details tab. If Auto Opt In is enabled in the Loyalty Program, it is assigned automatically.
3. Set up the POS Profile
Once the Customer is linked to the Loyalty program, set up your POS Profile if it is not set yet.
4. Earn Loyalty Points in POS
Points are earned automatically when an invoice is submitted from the POS for a Customer linked to the Loyalty Program. Loyalty points are calculated on the amount spent, based on the Collection Factor.
5. Redeem Loyalty Points in POS
Now, you can go to the POS transaction:
- Select the Customer.
- Add items.
- Click on Checkout.
- Select Redeem Loyalty Points in the Payment Method section and enter the amount to be redeemed. The remaining amount can be paid using the other payment modes.
- Click on Complete Order. The redeemed amount is shown under Payments as Loyalty Points.
Note: The Redeem Loyalty Points option is shown only when the selected Customer is linked to a Loyalty Program. The amount redeemed cannot be more than the value of the points available to the Customer.