How to create Tier level records?
Place your cursor on ‘Netscore Loyalty Rewards’ Tab. Click on ‘Tier Based’ and then new. A page will be opened. Select the Reward level, Points threshold, level and all the required fields and then save the record. Then a tier level record will be created.
Where can we see the loyalty points in customer record?
Go to Customer record. Click on ‘Netscore Loyalty Rewards’ sub tab. You can find all the loyalty related fields, points and sublist records.
How to generate Gift card?
Go to Customer record. Click on ‘Generate GC’ button. Enter the points and then click on Generate GC button then a Gift card will be generated.
When will customer gets loyalty points for any transaction?
If both customer and the item are eligible for loyalty program, then only customer will get loyalty points.
How to redeem Loyalty points in sales order?
Open sales order Record. Select customer name, item, and all required fields. Before saving the record, click on ‘Apply Loyalty Points’ button. A page will open where you can enter how many points you want to redeem in ‘Redeem points’ field, then save the record.
How can we check whether the customer is loyalty eligible or not?
Open Customer record. Go to ‘Netscore Loyalty Rewards’ tab. Check the Loyalty eligible checkbox. If it is checked, then the customer is eligible for Loyalty program.