How To Use Loyalty Points

How To Use Loyalty Points – Video

This video explains point value, earning rules, redemption limits, expiry, and tracking simply.

Transcript

Step 1: Enable Loyalty Points
Go to Settings → Party Section and turn ON the Loyalty Points option.

Step 2: Set Point Value

Determine the value of one loyalty point, for example, 1 point = ₹1.

Step 3: Define Earning Rules
Set minimum invoice value, maximum limits, and point expiry duration.

Step 4: Set Redemption Rules
Decide how many points can be redeemed, the redemption value, and the maximum percentage allowed per invoice.

Step 5: Use Loyalty Points During Billing
Customers earn points on eligible bills and can redeem points on future purchases based on your settings.

Step 6: Track and Manage Points
Use the Loyalty Dashboard to view earned points, redeemed points, expiring points, and customer-wise details.

Loyalty Points help reward repeat customers and build long-term relationships.
By setting simple earning and redemption rules, businesses can manage discounts more effectively while keeping customers engaged and encouraging them to return.

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