Configure the POS receipt to display Loyalty program information

This topic describes how to configure the POS receipt template to display the loyalty program name as well as points earned, points redeemed, point balances, and messages on receipts.

If you want, you can add loyalty information or coupons to your store's receipts.

Some payment integrations and other POS extensions use their own receipt templates. Installing Loyalty Manager may disrupt the information these extensions may need to print on the receipt, such as credit card payment confirmation. Please contact your partner for a customized receipt template that can work with both Loyalty Manager and your POS extension.

Configure the receipt template

1. Open Store Manager.

2. Click Setup.

3. Expand Hardware.

4. Click Receipt Formats.

5. Click New.

6. Enter the Title and Description.

7. Click the browse icon beside the Sales field.

8. Go to the RMH POS installation folder and open the ReceiptTemplates subfolder.

In most installations the path is C:\Program Files (x86)\Retail Hero\RMH POS\ReceiptTemplates.

1. Select HeroPoints40.Receipt.xml.

2. If prompted Would you like to update all transaction types that are currently set to 'Hero Points 4.0 Receipt - 40 column'? click Yes. This receipt template will apply to all transaction types except for the X/Z Report.

1. Add the loyalty program name:

   1. Click Properties.

   2. Scroll down to Loyalty Program Title.

   3. Select and delete the default loyalty program title (“Hero Points”). Enter your store’s loyalty program name, e.g. “General Loyalty”.

   4. Click Save And Close.

   5. If prompted Would you like to update all transaction types that are currently set to 'Hero Points 4.0 Receipt - 40 column'? click Yes.

1. Click Save And Close.

2. The message Each POS Station must be restarted in order for this change to take effect displays. Click OK.

Assign the new receipt template to registers

1. Open Store Manager.

2. Click Setup.

3. Expand Hardware.

4. Click Register List.

5. Double-click the register that will use the receipt format.

6. Click the Printer 1 or Printer 2 tab.

7. Select the Journal receipts from this printer option.

8. Click the browse icon beside the Receipt format field.

9. Select the receipt format that you created.

1. Click Save And Close.