Setup Plans

Loyalty plans allow companies to value their repeat business and offer them special discounts and deals.

Highlights

• Reward loyal customers
• Points system
• Higher points can be awarded to incentivize select products
• Multiple customers can be pooled on the same plan
• Customers can be offered special packages for their points redemption
• Target low performing schedules with additional points for customer incentives

Properties

• Points are linked to individual inventories for granular control
• Points by configured by percentage, rate, or flat amount
• Awarded points can exclude non-revenue fees (such as dock and port fees)
• Redemptions can be in full or partial of a product or service

Limitations

• New member numbers are setup manually

Technical

• Awarded points linked to individual inventory items; can exclude dock and port fees, baggage fees
• Points can be awarded by one of the following:
  Percentage of total
  Rate multiplier of quantity
  Set Amount regardless of quantity or price
• New members are setup manually
• Redemptions are handled with an inventory item using reverse points
  $0.00 Sales, -100 points
• Redemptions can be a mix of price and reversed points
  $15.00 sales, -50 points

Setup a plan

1. Click Tools > Accounting > Setup > Plans.
2. Select <New Item> from the Plan drop-down list.
3. Enter the Plan name.

   

4. Optional.  In the Manager tab, set the list of employees who can make changes to plans for customers.

   

5. Click OK.

plan