Activating and Managing Customer Loyalties (v2.8)

Before you can process or manage loyalty credits for your customers, you need to activate customer loyalties in Micronet.

To activate customer loyalties:

1. Configure your loyalty processing options.

Refer to "Edit - Program - Loyalty (v2.8)"

2. Optionally, create a loyalty payment type.

You need to do this if your loyalty system allows customers to redeem their accrued loyalty credits as direct payments (e.g. in the form of cash or gift vouchers), or as payments against an MDS invoice or POS docket.

Refer to "Edit Company - Edit - Payment Types"

3. Setup GL accounts for customer loyalties in the Micronet General Ledger.

You need to setup a Loyalties Accrued (liability) account and a Loyalties Redeemed (expense) account.

Refer to "File - GL Accounts".

4. Enter the new GL accounts in the appropriate GL interface so that loyalties are automatically posted to these accounts in the General Ledger.

Refer to "Edit - Sales".

5. Optionally, activate loyalties for specific customers.

Refer to "File - Debtor - Loyalty (v2.8)"

6. Optionally, activate loyalties on specific items.

Refer to "File - Inventory - Extra"

Once customer loyalties are activated, you sell items as normal. Activating loyalties has no impact on your normal day-to-day sales processes or accounting functionality. However, as sales are made to your customers with loyalties activated, Micronet will automatically calculate and accrue loyalty credits for you.

To manage customer loyalties:

1. Optionally, inquire on customer sales targets and accrued credits.

Refer to "Inquiry - Loyalty Inquiry (v2.8)" and "Loyalties Menu - Loyalty Inquiry (v2.8)".

2. Process accrued loyalties to post the loyalty credits to the General Ledger.

Refer to "Loyalties Menu - Accrue Loyalties (v2.8)".

3. Run the End of Month rollover to accrue the loyalty credits from the previous month to customer accounts.

Refer to "End of Month - End of Month".

4. For loyalties credited to customer accounts, post the loyalty credits to customer accounts.

Refer to "Loyalties Menu - Post Account Journals (v2.8)".

5. For payment-type loyalties either:

• pay the loyalty credits direct to customers as cash, vouchers, etc. – refer to "Loyalties Menu - Payout Loyalties (v2.8)"
• use the accrued loyalty credits during sales to offset the cost of the sale – refer to "Sales - Invoice Creation" and "Point of Sale - Docket Creation".

6. Optionally, you can manually adjust loyalty credits for a single customer or a range of customers.

Refer to "Loyalties Menu - Update Loyalties Accrued (v2.8)".

Reference Detailed procedures for setting up and using a customer loyalty system are available in the "Managing Customer Loyalties (v2.8)" in the Advanced Distribution Training Manual.