Create a collection schedule

This topic describes how to create a points collection schedule.

1. Click the Collection tab.

2. In the Collection button group, click Add.

3. Enter the Name and Description, and then select the collection Type:

• Price Points

• Basket Points

• Quantity Points

1. Click Save.

2. In the Rules button group, click Add.

3. From the Rule drop-down, select the type of rule:

• Points per unit (mandatory for Price Points and Quantity Points)

• Points per Basket Value (mandatory for Basket Points)

• Include item incentive group(s)

• Include customer group(s)

• Exclude item incentive group(s)

For example, for a price points program, the mandatory rule is points per unit. If you keep the default value of 1, for every dollar they spend the customer will receive 1 price point.

1. If desired, add other price points rules. Refer to Collection rules for more information.

If you want to limit the scope of point collection, you may want to include rules for incentive item group(s), and customer group(s). If you do so, only those items and customers defined in the included groups will generate or receive points. If you do not limit the scope of point collection, it means that all items and all customers will generate and receive loyalty points in every transaction.

1. Click Save.

2. Click Save.