Add Customer and Redeem Points

This guide explains how to add a customer to an order during billing and use their earned loyalty points (Redeem).

Step 1: Add Customer to Bill

To add customer information during billing:

1. Open the Billing screen.
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 it's a new customer, enter their details.
4. Once the customer is selected, their name and details will be associated with the current order.

Step 2: How Points Are Earned

Points are added to the customer's account based on purchases as follows:

1. After adding the customer to the bill, take the order and complete the billing process normally.

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

3. As soon as 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 in their next purchase.

   

Step 3: Redeem Points

To use customer's points as discount:

1. After adding the customer to the bill, check the Cart Summary section.

2. If the customer has sufficient points (minimum as per loyalty rules), you'll see a "Redeem Points" link.

3. Click "Redeem Points".

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

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

   

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

Step 4: View Customer Points and Billing History

1. View Billing: After redeeming points, go to View Billing to see details of updated points, such as how many were earned and how many were redeemed.

   

2. Customer Screen

   After redeeming points, you can view updated points and transaction details in the customer's profile:

   • Go to 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 payment is complete, you can send E-Bill to the customer and view points summary in it:

   • Available Points: Total points currently remaining in your account.
   • Points Earned: How many new points you earned from this specific order/transaction.
   • Points Redeemed: How many points you used for this bill payment.

   

Step 5: Merchant Report

• Open POSItEasy Merchant App.

• Go to Reports section and select discount >> logs.

• Here you can track the following data:

  

important

Points value and redemption rules are based on the Loyalty Rule Management settings in the Merchant app.