Loyalty programs in Sapera allow you to create and manage programs where customers automatically earn points when purchasing at the cash register. The accumulated points can subsequently be redeemed as a means of payment for a new purchase. Each loyalty program is linked to specific products, product categories or search tags and can be limited to selected customer groups or debtor categories. You can also restrict the program's validity to a specific time period.
Loyalty programs are a definition screen that sets the framework for how earning and redemption take place at the cash register and on customer cards.
Loyalty programs are accessed from Financial via the menu item Setup and then Loyalty programs.
If you cannot see the menu item, you probably do not have permission for it. Contact support.
When you open Loyalty programs, you see a list of all loyalty programs for the selected organizational unit. At the top of the screen there is an org. unit selector that filters the list to the store or department you select. Programs are always linked to a specific organizational unit.
The grid shows Display name and System name for each program. Double-click a row to open the edit screen directly.
Create ("+" button): Creates a new loyalty program. The button is always active.
Edit (pencil button): Opens the edit screen for the selected program. The button is only active when a row is selected. The same is achieved by double-clicking the row.
Delete (trash icon per row): Deletes the loyalty program in question. The system shows a confirmation dialog that mentions the program's name before the deletion is carried out.
Help ("?" button): Opens help documentation for the screen.
The edit screen is used to create a new loyalty program or change an existing one. Fill in the fields and finish with Save and close to save the changes and return to the list, or Cancel to discard the changes.
Display name: The name shown to users in the system interface. The field is required. Use a descriptive name, for example "Summer sale" or "VIP discount".
System name: A unique identifier used internally in the system. The system name must be without spaces and can only be specified when the program is created. After creation, the field is read-only and cannot be changed. The system name must be unique within the selected organizational unit.
Products: Multi-selection of specific products included in the loyalty program. Click the Edit button next to the field to open a product selector dialog where you can select or change the product list. The selected products are shown as a comma-separated list.
Product categories: Multi-selection of product categories covered by the program. Click the Select button to open a category selector dialog. This makes it possible to include a broader group of products without specifying them individually. The selected categories are shown as a comma-separated list.
Search tags: Multi-selection of search tags grouped by tag type. Link search tags to identify and filter the products that belong to the program.
Customer groups: Multi-selection of the customer groups that should have access to the loyalty program, for example "VIP customers" or "Wholesale customers".
Debtor categories: Multi-selection of the debtor categories the program applies to. Used to limit the program to specific customer types.
From: Date and time for when the program takes effect. The field specifies a precise start time down to minutes.
To: Date and time for when the program ends. The field specifies a precise end time down to minutes and must be equal to or later than the From date.
Loyalty programs defined here are used in three places in Sapera:
The cash register (POS): When a customer completes a purchase, the cash register automatically calculates how many points the customer earns, based on the sold product's field Amount to points (configured on the individual product or on the product category in Inventory). Earning only occurs for products that are linked to an active loyalty program. The customer can also redeem accumulated points as a means of payment directly at the cash register via the payment type Use loyalty points.
Customer card (Actors / Financial): On the customer card there is a tab called Loyalty programs. The tab shows the customer's total point balance and two grids: one for earned points and one for redeemed points.
The Earned points grid contains the columns Date, Product, Quantity, Amount and Points. The Redeemed points grid contains the columns Date, Sale, Points and Amount.
Products and product categories (Financial / Inventory): The field Amount to points on each individual product and on product categories determines how many kroner are required to earn one point in a loyalty program. The field is found in the product's settings and in the editing of product categories.
Two global settings in AppBuilder control the actual conversion rates for loyalty programs:
LoyaltySettingDefaultAmountToPointsRate: The default rate for how many kroner correspond to one point when the product does not have a specific rate. The default value is 10.
LoyaltySettingPointsToAmountRate: The conversion rate for what one point is worth in kroner when the customer redeems their points. The default value is 10.
These settings are configured by an administrator and apply across all loyalty programs.
If you have questions, you are welcome to contact support.
Want to know more?
Read more in these related articles:
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Review of the setup of default conversion rates for earning and redeeming loyalty points in Sapera.
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