Adding customers and redeeming points

This guide explains how to add a customer to an order during table billing and how to redeem the loyalty points they have earned.

Step 1: Add customer to table order

To add customer information during billing:

1. Open the Billing screen at the table.

2. Click the Add Customer icon and search for the customer by entering their mobile number in the search field.

3. If the customer already exists, select them. If they are a new customer, enter their details.

4. Once the customer is selected, their name and details will be linked to the current order.

Step 2: How to earn points

Points are added to the customer's account upon purchase as follows:

1. After adding the customer to the bill, place the order and complete the billing process as usual.

2. Based on the loyalty rules set in the Merchant App (e.g., 10 points for every ₹100), the system will automatically calculate the points earned on the total bill amount.

3. As soon as the bill payment is completed and the bill is closed, these new points are automatically added to the customer's account.

4. Customers can use these points on their next purchase.

5. Go to the Customer tab and view Earned Points.

   

Step 3: Redeem points

To use the customer's points as a discount:

1. After adding the customer to the bill, look at the Customer section.

2. If the customer has sufficient points (based on loyalty rules), you will see a "Redeem Points" button.

3. Click the "Redeem Points" button.

4. An OTP Verification dialog box will open. Tap on "Send OTP through SMS".

5. Enter the OTP received on the customer's mobile and click Verify.

6. • If Partial & Full redemption is enabled in your Merchant App, a box will open where you can choose how many points to redeem.
   • If only Fully Redeem is set in the Merchant App, all available points will be redeemed at once.
   

• After successful verification, the point value will be applied as a discount on the bill, and the total bill amount will be updated.

Step 4: View customer points and billing history

1. View Billing: After redeeming points, you can go to View Billing to see the updated points summary, such as how many points were earned and how many were redeemed.

   

2. Customer Screen: After redeeming points, you can go to the customer profile to see updated points and transaction details:

   • Go to the Customer Screen.
   • Search for the customer and open their profile.
   • Here you can see:
     • Points Earned: 125
     • Redeem Points: 121

   .

3. E-bill Screen: After the payment is complete, you can send an E-Bill to the customer and view the points summary:

   • Available Points: Total points remaining in the account.
   • Points Earned: Total new points earned from this specific order or transaction.
   • Points Redeemed: Total points used to pay for this bill.

   

Step 5: Merchant Report

• Open the POSItEasy Merchant App.
• Go to the Reports section and select discount>>logs.
• Here you can track the following data:

important

The value of the points and redemption rules are based on the Loyalty Rule Management settings in the Merchant App.