Loyalty Points Calculation and Reporting

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Loyalty Points Calculation and Reporting



Points and redemptions are periodically recalculated based on all eligible purchases and redemptions in the customer history. If you change the starting date or change the earnings percentages, that will affect customer balances.


This behavior can be very useful at the outset because you can try out different earnings rates and then do test calculations retroactively for a year or more to see what the results would have been. This can help you make forward projections. Of course, the projection as to the increased sales because of the rewards points will be more intuitive based on your past results of various promotions.


On the Report page of the Loyalty Points screen the recalculate box will automatically be checked if a calculation hasn't been done within the past few hours. However, if you like, you can force it recalculate before running the report.




In addition, on the Settings page you can set VJS to also recalculate the points each time you back up (which also recalculates when you run a Z report.



This can help make sure that the points total that display on the screens near the customer

names are up to date. If you would like the points to show on-screen by the customer name, check this box on the Settings page.




If you turn this on, the points will show on the X-Tra Search screen in the Cust Details box.



and towards the top of many customer transaction screens.



If you want the rewards balance to show on customer receipts, check this box on the Settings page.




Note that if you have previously made a customized version of a sales receipt, it would not have been made with a line for Rewards points. You would have to create a new customized version based on the Original Version.





To use, or redeem, points / rewards dollars, add the Use Rewards dummy Sku to the sale with the dollar amount and a minus-one quantity.




You may directly adjust a customer's rewards balance by applying an Adjustment Sku to a sale. As noted in the Loyalty Points Configuration help page, you first have to create a major code for adjustments and set it to type A.


To apply such an adjustment, add the dummy Sku in the adjustment major code to the sale with the price as zero and the quantity for the number of points to be added to the customer's account. Record a negative quantity to reduce the rewards total. Note that unlike a redeeming dummy Sku, this entry has no effect on the sale total because the price is zero. Here is an example.




Note that there is no mechanism to automatically apply all remaining points to a sale. There is also no mechanism to prevent you from redeeming too many points. I.e., you will need to type the correct amount manually.


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The loyalty rewards points system in Visual Jewelry Shopkeeper is an extension of a similar limited run utility available in the older JS-Classic program and uses the same basic tenets. However, it is not suggested to run the reports in both systems - use it only in VJS going forward.