pch loyalty reward perks reference manual finestra pos · 2020. 7. 13. · pch loyalty reward perks...

PCH Loyalty Reward Perks Reference Manual

Finestra POS Version: 6.8.5

Please contact POSitec Customer Support regarding Customer Support, Training and all POS related issues.

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PCH Loyalty Reward Perks – Reference Manual POSitec Solutions

Created: August 2017 Version: 6.8.5 Page 2

TABLE OF CONTENTS

ICON DEFINITIONS............................................................................................................................................................... 4

COMMON SHORTCUTS ........................................................................................................................................................ 4

Select a Range of Items ..................................................................................................................................................................... 4

Select Specific Items .......................................................................................................................................................................... 4

Unselect All Items ............................................................................................................................................................................... 4

Unselect Specific Items ..................................................................................................................................................................... 4

CHAPTER 1 – PERKS PROGRAM DESCRIPTION ......................................................................................................... 5

Overview ................................................................................................................................................................................................ 5 Reward Redemption Levels ......................................................................................................................................................................... 5

CHAPTER #2 – PERKS CONFIGURATIONS .................................................................................................................... 6

Overview ................................................................................................................................................................................................ 6

Perks Card Configurations ......................................................................................................................................................... 6

New Card Bonus ............................................................................................................................................................................. 6

Reward Points & Redeemable Flags ...................................................................................................................................... 6 Edit Product File Flags .................................................................................................................................................................................... 7 Edit Flags Using Advanced Search............................................................................................................................................................. 7 Edit Open Department Flags ........................................................................................................................................................................ 8

Rx 3rd Party Inclusions ................................................................................................................................................................. 9

Edit a Kroll Customer ...................................................................................................................................................................................... 9

CHAPTER 3 – PERKS CUSTOMER PROFILES.............................................................................................................. 11

Overview .............................................................................................................................................................................................. 11

Add Perks to an Existing Customer ...................................................................................................................................... 11

Create a New Perks Customer ................................................................................................................................................ 12

Manual Perk Adjustments ........................................................................................................................................................ 13 Adjusting Perks ............................................................................................................................................................................................... 13

CHAPTER 4 – BONUS PERK EVENTS ............................................................................................................................ 15

Overview .............................................................................................................................................................................................. 15 Loyalty Rule Field Definitions .................................................................................................................................................................. 15

Create a Loyalty Event ............................................................................................................................................................... 17

Create a Loyalty Rule .................................................................................................................................................................. 17

Coupon Triggered Loyalty Rules ........................................................................................................................................... 19

Create a Coupon Triggered Loyalty Rule ............................................................................................................................................. 19

Redeem Perks & Save Events .................................................................................................................................................. 20 Create a Redeem Perks & Save Rule ...................................................................................................................................................... 20 Create a Redeem Perks for a Free Item Rule ..................................................................................................................................... 21

Rewards Redemption Events .................................................................................................................................................. 21 Create a Rewards Redemption Event ................................................................................................................................................... 21

CHAPTER 5 – PROCESSING PERKS TRANSACTIONS ............................................................................................... 23

Overview .............................................................................................................................................................................................. 23

Lookup Existing Perk Card Information............................................................................................................................. 23 Scan Perks Card .............................................................................................................................................................................................. 23



Manually Key In a Card ................................................................................................................................................................................ 24 Search by Last Name .................................................................................................................................................................................... 24 Search by Phone Number ........................................................................................................................................................................... 25

Create a New Perk Card Customer ....................................................................................................................................... 26 Add a Perks Card to an Existing Customer ......................................................................................................................................... 26 Create a New Perks Card Customer ....................................................................................................................................................... 27

Processing Sales Transactions ............................................................................................................................................... 28 Processing a Perks Transaction ............................................................................................................................................................... 28 Processing a Transaction Without Perks ............................................................................................................................................ 30 Processing a Coupon Triggered Loyalty Rule .................................................................................................................................... 30 Processing a Redeem Perks & Save Rule ............................................................................................................................................. 32 Processing a Redeem Perks for a Free Item Rule ............................................................................................................................ 33

Processing Redemption Transactions ................................................................................................................................. 34 Processing a Reward Redemption ......................................................................................................................................................... 34

CHAPTER 6 – LOYALTY REPORTS ................................................................................................................................ 37

Overview .............................................................................................................................................................................................. 37

Customer Loyalty List ................................................................................................................................................................ 37 Run a Customer Loyalty List Report ..................................................................................................................................................... 37

Rewards Card Activity ............................................................................................................................................................... 38 Report Options ................................................................................................................................................................................................ 38 Run a Rewards Card Activity Report ..................................................................................................................................................... 38

Rewards Activity Summary ..................................................................................................................................................... 39 Run a Rewards Activity Summary Report .......................................................................................................................................... 40

Rewards Comparison ................................................................................................................................................................. 40 Report Options ................................................................................................................................................................................................ 41 Run a Rewards Comparison Report ...................................................................................................................................................... 41

Rewards Card Adjustments ..................................................................................................................................................... 42 Report Options ................................................................................................................................................................................................ 42 Run a Rewards Card Adjustments Report .......................................................................................................................................... 42

Rewards Bonus Event ................................................................................................................................................................ 43 Report Options ................................................................................................................................................................................................ 44 Run a Rewards Bonus Event Report ..................................................................................................................................................... 44

TABLE OF FIGURES ............................................................................................................................................................ 45



ICON DEFINITIONS

Information

Warning

Critical

Reference

Shortcut

COMMON SHORTCUTS

SELECT A RANGE OF ITEMS Select the first item to be included in the range, then hold down the [Shift] key and select the last item you

wish to include in the range.

SELECT SPECIFIC ITEMS Select the first item, then hold down the [Ctrl] key and select each of the remaining required items.

UNSELECT ALL ITEMS When all or a range of items have been selected, click on any item within the list to clear the existing

selection and select only the item that was clicked on.

UNSELECT SPECIFIC ITEMS When all or a range of items have been selected, to remove a specific item from the selection list

[Right-Click] the item you wish to remove.



CHAPTER 1 – PERKS PROGRAM DESCRIPTION

OVERVIEW Customers will collect 1 Perk for every full $10.00 spent before taxes on almost everything in store. If an

item is discounted, perks will be rewarded based on the discounted price and not the full retail.

Additional Bonus Perk Scenarios may be created at any time. These Bonus Events are store specific and

should be maintained individually in each store.

Please refer to the Chapter 4 – Bonus Perk Events section of this Reference Manual for further

details.

When a customer reaches a Reward Redemption Level, they will have the option of redeeming their perks

for the designated reward value. For instance, when a customer reaches the 15 Perk level, they can redeem

their perks for $5.00 off of their current purchase. Alternately, they may keep their perks and continue to

collect more so they can earn a higher reward level.

A Reward Redemption Level cannot be used on any transaction that contains less than $10.00 worth of

product that qualifies for the perks program. For example, Prescriptions, Lottery, Gift Cards, etc… do

not qualify. Please refer to the Chapter 2 – Perks Configurations, Reward Points & Redeemable

Flags section of this Reference Manual for a full list of exclusions.

Reward Redemption Levels

Perks Required Reward Value

15 $5

30 $10

60 $20

120 $40



CHAPTER #2 – PERKS CONFIGURATIONS

OVERVIEW While there are some configurations which may be modified at store level if required, the default

configurations will be activated when the Loyalty Reward Perks program is installed.

PERKS CARD CONFIGURATIONS There are two ways to configure the Pharmachoice Loyalty Reward Perks Program.

Card Based – requires each customer that signs up for the Perks Program must be assigned a PCH

Perks Card. This 11-Digit Card Number will be documented on their application form and added

into their Perks Customer Profile. The Perks Card can then be scanned at the till to pull up the

customers Perks information at the time of sale.

Customer Based – does not require a Perks Customer to have a card, however the customer will

complete an application form and a Perks Customer Profile created. The cashier will manually pull

up the customers Perks Card information at the time of sale. This can be done using their Last Name

or Phone Number.

NEW CARD BONUS If a New Card Bonus is configured, the Bonus Perk Points will be awarded automatically once the Perks

Customer Profile has been created. If you wish to award a New Card Bonus, please indicate this to your

POSitec Trainer at the time of configuration. To adjust the New Card Bonus at a later date, please contact

POSitec Customer Support.

REWARD POINTS & REDEEMABLE FLAGS The Reward Points and Redeemable flags will initially be configured by your POSitec Installer; however,

you may review and modify them as needed within the Product File.

Reward Points – this flag indicates whether or not the item qualifies to earn Reward Perk Points.

Perks will be awarded on the pre-tax value for all qualifying items within the transaction.

Redeemable – this flag indicates whether or not the item qualifies for a Reward Redemption. The

Reward Redemption Value will be removed off of the pre-tax value for qualifying items within the

transaction.

The system will be configured with the following exclusions: Lottery Tickets, Gift Cards & Certificates,

Phone Cards, Post Office & Stamps, Tobacco, Transit Tickets/Passes, Charitable Tickets/Donations,

Codeine Items and Prescriptions. Please contact your PCH Representative for further details.



Edit Product File Flags

1. Select [F6] – Product File

2. Lookup the Item you wish to edit, then select [Page 2]

3. Select [F2] – Edit Item, then make the required Reward Points & Redeemable flag

changes

4. Select [F2] – Save

Figure 1 - Product File, Reward & Redeem Flags

Edit Flags Using Advanced Search

1. Select [F6] – Product File, then [F8] – Advanced Search

2. Define the wanted Search Criteria using the available fields in the Setup & Date Ranges

Tabs, then select [F9] – Search

3. When the Results List appears, select the items you wish to batch edit, then select the

[MultiEdit] Tab

4. Make the required Reward Points & Redeemable flag changes, then select

[Update Flags]



Figure 2 - Advanced Search, MultiEdit Reward & Redeem Flags

5. At the “Are you sure that you want to update these items?” message, select [F12] – Yes

6. When the “Update Finished” message appears, select [F12] – OK

Edit Open Department Flags

1. Select [F9] – Utilities, then [F5] – Open Dept Editor

2. Select the Open Department you wish to edit

3. Select [F2] – Edit, then make the required Reward Point & Redeemable flag changes




Figure 3 - Open Department, Reward & Redeem Flags

RX 3RD PARTY INCLUSIONS If your province allows perks to be awarded on Prescriptions and your store is using the full Kroll Rx

Integration program, by default, all 3rd Party Payors will be set so they do not award perks. If a 3rd Party

Payor should have perks awarded, you may set the necessary inclusions within the Kroll Customer

Accounts.

Edit a Kroll Customer

1. Select [F2] – Customers

2. Lookup the Kroll Customer you wish to edit

For lookup purposes, all Kroll Customer Account Numbers will begin with the letter K.

3. Select the [Loyalty Details] Tab, then select [F2] – Edit Customer

4. Select the [Collect Loyalty Points] option, then in the Loyalty Number field, enter [YES]




Figure 4 - Kroll Customer Account, 3rd Party Inclusions



CHAPTER 3 – PERKS CUSTOMER PROFILES

OVERVIEW If your store is configured to use the PCH Perks Cards, once the customer has completed the Perks

Application Form, be sure to write down their PCH Perks Card Number onto their completed form so you

can keep track of which customer is using which card. Afterwards you’ll enter their information into

Finestra by creating a new Loyalty Customer Profile. If a New Card Bonus is configured, the bonus perk

points will apply automatically.

If your store is configured Not to use the PCH Perks Cards, once the customer has completed the Perks

Application Form, enter their information into Finestra by creating a new Loyalty Customer Profile. If a

New Card Bonus is configured, the bonus perk points will apply automatically.

If a customer makes a purchase prior to their Perks Customer Profile being created, simply print a

duplicate copy of their receipt and staple it to the completed application form. Once the POS operator

has created their profile, they can use this receipt to manually add the necessary perks to the

customers account.

If a Customer Profile already exists for this customer, add the Loyalty Perk setups to the existing

profile.

ADD PERKS TO AN EXISTING CUSTOMER


2. Lookup the Customer you wish to edit


4. Select the [Collect Loyalty Points] option

5. In the Loyalty Number field, enter the [Perks Card Number] you have provided to this

customer

If your store is configured Not to use the PCH Perks Cards, you may skip Step #5 listed above.


To add a new Perks Card to an existing customer using the Invoicing Till program, please refer to the

Chapter 5 – Processing Perks Transactions, Add a Perks Card to an Existing Customer section of

this Reference Manual for further details.



Figure 5 - Customer Maintenance, Add Perks to Existing Account

CREATE A NEW PERKS CUSTOMER

1. Select [F2] – Customers, then [F1] – New Customer

2. Complete the New Customer Entry Form

3. In the Credit Limit field, enter [-1.00], then de-select the [Charge Interest] option


If this customer should receive a Senior Discount, be sure to set the Demographic field accordingly so

the discount will trigger automatically at the time of sale.



Figure 6 - Customer Maintenance, Create a New Perks Customer

5. Now that the customer file is created, select [F2] – Edit Customer

6. Select the [Loyalty Details] Tab, then select the [Collect Loyalty Points] option

7. In the Loyalty Number field, enter the [Perks Card Number] you have provided to this

customer

If your store is configured Not to use the PCH Perks Cards, you may skip Step #7 listed above.


To create a new Perks Card Customer using the Invoicing Till program, please refer to the

Chapter 5 – Processing Perks Transactions, Create a New Perks Card Customer section of this

Reference Manual for further details.

MANUAL PERK ADJUSTMENTS Perks may be adjusted manually as needed, however this program can only be accessed by authorized

users. The Perks Adjustments and Employee information will be stored in an audit trail for reporting

purposes.

Adjusting Perks


2. Lookup the Perks Customer you wish to modify Perks for




4. In the Add Perks Entry Window, enter the [Number of Perks] you wish to add, then

select [Add Points]

If you need to remove perks, enter the number as a negative. For example, if the customers file shows

they have 7 perks but they should only have 5, enter the number as -2.

Figure 7 - Manual Perk Adjustments Screen

5. At the “Code for Points Addition?” message, enter the [Reason] for this adjustment; ie: Receipt Adjustment

Figure 8 - Manual Perk Adjustments, Reason Code Screen

6. Select [F12] – Accept, then [F2] – Save



CHAPTER 4 – BONUS PERK EVENTS

OVERVIEW There are many additional Loyalty Reward Bonus Perk Event Scenarios available for use. These Bonus

Events may be created at any time, but they are store specific so they must be maintained individually in

each store.

If an item belongs to more than one active Loyalty Reward Bonus Perk Event and the customer has

met the specified purchase criteria for both events, the system will award Perks based on the event

with the highest Bonus Perk Value. For example, if UPC 77129000016 belongs to a 2x Perks Event and

a 10x Perks Event, and the customer has met the specified purchase criteria for both events, the

customer will receive the higher bonus value of 10x the Perks.

Figure 9 - Loyalty Rule Fields

Loyalty Rule Field Definitions

UPC Use to specify an Item UPC or use to select all items that begin with the entered UPC Segment. For example: if you enter UPC 77129000016, then the customer must purchase that specific item to earn the bonus perks. However, if you enter only 771290, then the customer will earn the bonus perks for every item they purchase that begins with the UPC Segment 771290.



Description Use to select all items that begin with the entered Description. For example: if you enter Description ADVIL, the customer will earn bonus perks for every item they purchase that begins with the Description Advil.

Categories Use to select all items that are assigned to the specified Department, Category or Fineline. Select [Set] to make your selection.

Manufacturer Use to select all items that are assigned to the specified Manufacturer. Select [Set] to make your selection.

Group Use to select all items that are assigned to the selected Group.

Private Label Use to select all items where the Private Label flag in the Product File has been selected.

Bonus Items Use the Bonus Items option when the customer is required to purchase the specified Item UPC to earn the set quantity of bonus perks. For example: if you purchase UPC 77129000016, you earn 1 bonus perk.

Dollar Level Award

Use a Dollar Level Award when the customer is required to purchase a specific dollar amount before taxes to earn the set quantity of bonus perks. For example: for every $50 spent, you earn 2 bonus perks.

Qty Level Award Use a Quantity Level Award when the customer is required to purchase a set quantity of the item(s) to earn the specified quantity of bonus perks. For example: for every 2 items purchased, you earn 1 bonus perk

Dollar Level Multiplier

Use a Dollar Level Multiplier when the customer is required to purchase a specific dollar amount before taxes to earn the set multiple of bonus perks. For example: for every $50 spent, you earn 2 times the bonus perks.

Qty Level Multiplier

Use a Quantity Level Multiplier when the customer is required to purchase a set quantity of the item(s) to earn the specified multiple of bonus perks. For example: for every 5 items purchased, you earn 2 times the bonus perks.

Thresh Enter the Thresh Quantity or Thresh Dollar Level that the customer must reach before they are able to earn the specified bonus perks.

Value Enter the Perk Value the customer will earn when they reach the specified thresh level.

Code Enter a short Loyalty Code that best describes your bonus event scenario. This code will display on the till receipt.

Coupon Use to trigger a Coupon Bonus Perk Event. For example: if the Bonus Perks Event is for specific customers only (ie: seniors), then create the loyalty rule using a Coupon Code, then enter this code within the transaction to activate the bonus scenario.

Rule Desc Enter a short Rule Description that best describes your bonus event scenario. This description will display on the till receipt.



CREATE A LOYALTY EVENT

1. Select [F10] – Event Editor, then [F1] – New Event

2. Enter an [Event Name] that best describes your bonus event; ie: Flyer #1 Bonus Perks

3. Enter the [Start Date] you wish to use, then press [Enter] to accept the default start time

4. Enter the [End Date] you wish to use, then press [Enter] to accept the default end time

5. Select the [Loyalty] check box, then [F2] – Save

Figure 10 - Loyalty Event Header

CREATE A LOYALTY RULE

1. Select [F1] – Event Editor

2. Highlight the Loyalty Reward Perks Event you wish to use, then choose [F9] – Select

3. Select [F1] – New Rule

4. Assign items to the event by choosing one or more of the following options:

a. UPC

b. Description

c. Category

d. Manufacturer

e. Group

f. Private Label



5. Select one of the following Loyalty Reward Perks Bonus Level options:

a. Bonus Items

b. Dollar Level Award

c. Qty Level Award

d. Dollar Level Multiplier

e. Qty Level Multiplier

There is no limit to rewards with the Bonus Items option. If the customer buys 10, they will earn the

extra perks for all 10 items purchased. However, if you wish to limit the customer to earning the

reward only once, use the Quantity Level Award option.

6. Enter the [Thresh Level] the customer must reach, then enter the [Perks Value] that they will

earn; ie: Buy 1 Option+ item and earn 1 extra perk, Thresh = 1 & Value = 1

7. Enter a short [Loyalty Code] that best describes your bonus event; ie: OPTBNS1

8. Enter a short [Rule Description] that best describes your bonus event; ie: BUY 1 OPT+, GET 1 BONUS PERK


Figure 11 - Loyalty Rule Screen



COUPON TRIGGERED LOYALTY RULES A Coupon Triggered Bonus Rule behaves the same as any other bonus scenario, except it requires a Coupon

Code to be entered before the scenario becomes active. If the Coupon Code is entered and the bonus

scenario criteria is met, the customer will receive the Bonus Perks.

The Coupon Code must be in an 8-Digit Alpha/Numeric format. This 8-Digit Code will be keyed in at the till

to activate the coupon, and therefore should be printed/displayed on the coupon for cashier use.

Create a Coupon Triggered Loyalty Rule


2. Highlight the Loyalty Reward Perks Event you wish to use, then choose [F9] – Select


4. Complete the New Rule Entry Form

A Loyalty Coupon cannot be used in conjunction with the Bonus Items option.

5. In the Coupon field, enter an [8-Digit Alpha/Numeric Code] for the Coupon; ie: BNSPERK2


Figure 12 - Coupon Triggered Loyalty Rule Screen



REDEEM PERKS & SAVE EVENTS A Redeem Perks & Save Event allows you to create a rule where a sale price is triggered when the customer

redeems a set number of perks. For example, you can purchase the Option+ Bathroom Tissue 2 Ply 8 Roll

item for $5.99 when you redeem 4 Perks.

It can also be used to create a rule where an item can be given away free of charge when the customer

redeems a set number of perks. For example, receive a Paderno Salad Spinner at a $0.00 cost when you

redeem 50 Perks.

Create a Redeem Perks & Save Rule


2. Highlight the Sale Event you wish to use, then choose [F9] – Select


4. Complete the New Rule Entry Form

5. Select the [Use Points] option, then enter the [Number of Perks] that customer must

redeem to receive the specified Sale Price; ie: 4 Perks

6. Optional – enter a short [Rule Description] that best describes this rule; ie: On Sale $5.99, Use 4 Perks


Figure 13 - Redeem Perks & Save Rule Screen



Create a Redeem Perks for a Free Item Rule


2. Highlight the Sale Event you wish to use, then choose [F9] – Select


4. Complete the New Rule Entry Form with the following:

a. Rule Value – set to [$0.00]

5. Select the [Use Points] option, then enter the [Number of Perks] that customer must

redeem to receive the specified item Free of Charge; ie: 50 Perks

6. Enter a short [Rule Description] that best describes this rule; ie: Free When Redeeming 50 Perks


Figure 14 - Redeem Perks for a Free Item Rule Screen

REWARDS REDEMPTION EVENTS A Rewards Redemption Event is used to temporarily change the Redemption Reward Values within your

store. This can be promoted to encourage customers to redeem their Perks for a higher Reward Value

during the set date range, which in turn helps to lower your store’s outstanding liability.

Create a Rewards Redemption Event

1. Select [F9] – Utilities, then [F1] – Company Setup

2. Select the [Store Rules] Tab, then select the [Manage Redemption] option



3. Select [F1] – New Event

If the Rewards Redemption Event you wish to use already exists, you may skip Step #3 listed above and

proceed to Step #5 below.

4. Complete the New Event Entry Form, then select [F2] – Save Events

5. Highlight the Rewards Redemption Event you wish to use, then select the

[Thresh Holds] Tab

6. Using the arrow keys on your keyboard, navigate to the Dollars Column and enter the

temporary [Redemption Reward Values] for each Perk Point Level

7. Tab off of the Dollars Column to save the temporary Redemption Dollar Values, then

select [F12] – Exit

The new Redemption Reward Values will be used for any redemption that occurs during the Reward

Redemption Event. When the event expires, the redemption levels will return to the regular default

values.

Figure 15 - Reward Redemption Event, Thresh Holds Screen



CHAPTER 5 – PROCESSING PERKS TRANSACTIONS

OVERVIEW Once the customers Perk Card information had been added to the transaction, the customers Name & Perk

Balance will display at the top of the Invoicing screen. The Perks field on the right-side of the Invoicing

screen, will keep a running total of how many perks the customer is earning within the current transaction.

Figure 16 - Invoicing Screen

LOOKUP EXISTING PERK CARD INFORMATION The customers Perk Card information may be entered by Scanning or Keying In the Perks Card Number.

Alternately, you may look up the Perk Card information manually by searching for the customers Last

Name or Phone Number.

Scan Perks Card

If the customer has their Perks Card present, select a [Demographic Key] and simply [Scan] the

Perks Card. A Perks Card can be scanned at any point within the transaction. Once scanned, their

name and perk balance will display on the Cashiers screen and perks will be applied when the

transaction is completed.

If this is a new Loyalty Customer and therefore you have not had a chance to create their new Perks

Card Customer profile, please refer to the Chapter 5 – Processing Perks Transactions, Create a

New Perks Card Customer section of this Reference Manual for further details.



Figure 17 - PCH Perks Loyalty Card

Manually Key In a Card

If the customer has their Perks Card present but the barcode is not scanning, manually [Key In] the

Perks Card Number, ie: 48000012345, and the press [Enter]. Their name and perk balance will

display on the Cashiers screen and perks will be applied when the transaction is completed.

Figure 18 - Invoicing, Manual Entry of a Perks Card

Search by Last Name

To search for a perk Customer by their Last Name, select [F9] – Customer Lookup, type in their

[Last Name], highlight the Customer you wish to use, then press [Enter]. Once the customer has

been selected, press [F12] – Accept to start the transaction. Their name and perk balance will

display on the Cashiers screen and perks will be applied when the transaction is completed.

If the Customer Lookup screen does not automatically default to search by Last Name, select

[F3] – Last Name, then type in their [Last Name] and proceed to the next step. If you wish to

configure the Customer Lookup option to default to search by Last Name, please contact POSitec

Customer Support to complete this change.



Figure 19 - Invoicing, Customer Lookup by Last Name

Search by Phone Number

To search for a Perk Customer by their Phone Number, select [F9] – Customer Lookup,

[F2] – Phone, type in their [Phone Number] excluding the area code, highlight the Customer you

wish to use, then press [Enter]. Once the customer has been selected, press [F12] – Accept to start

the transaction. Their name and perk balance will display on the Cashiers screen and perks will be

applied when the transaction is completed.

If you wish to configure the Customer Lookup option to default to search by Phone Number, please

contact POSitec Customer Support to complete this change.



Figure 20 - Invoicing, Customer Lookup by Phone Number

CREATE A NEW PERK CARD CUSTOMER If your customer has recently signed up to use the PCH Perks program and they would like to use their new

Perks Card immediately, you may configure this directly through the Finestra Invoicing program. If a New

Card Bonus is configured, the bonus perk points will apply automatically.

If your store is configured Not to use the PCH Perks Cards, a Perks Customer Profile cannot be created

through the Invoicing program. If the customer wishes to make a purchase prior to their profile being

created, print a duplicate copy of their receipt and staple it to the completed application form. Once

the POS operator has created their profile, they can use this receipt to manually add the necessary

perks to the customers account.

Add a Perks Card to an Existing Customer

1. Select [F1] – Invoicing, then [F9] – Customer Lookup

2. Lookup the Customer you wish to add a Perks Card to

3. Select [F7] – Attach Loyalty, then [Scan] the new Perks Card

4. Select [F12] – Accept to proceed with the transaction



Figure 21 - Invoicing, Attach Perks to an Existing Customer

Create a New Perks Card Customer

1. Select [F1] – Invoicing, then select a [Demographic Key]

2. [Scan] the new Perks Card to launch the Create a Quick Customer feature

3. Enter the customers [Last Name], then select [F12] – Accept



Figure 22 - Invoicing, Create a New Perks Card Customer

4. Press [Enter] through the remaining Phone Number, Credit Limit and Discount prompts

to accept the default settings

5. Select [F12] – Accept to proceed with the transaction

When you create a Quick Customer file at the till, the customers profile is only partially completed. To

complete the customers profile, select [F2] – Customers, Lookup the Customer you wish to edit, then

select [F2] – Edit Customer. Enter the missing information from the Customers Application Form,

then select [F2] – Save.

PROCESSING SALES TRANSACTIONS To start a transaction, enter the customers Perk Card information and then scan the items they wish to

purchase. If no Perks Card information has been entered, a reminder message will appear. If the customer

has not signed up with the perks program, this is a good time to offer them an application form.

Processing a Perks Transaction

1. Select [F1] – Invoicing

2. Enter the customers Perk Card information using one of the following methods:

Select a [Demographic Key], then [Scan] the customers Perk Card

or

Select [F9] – Customer Lookup, lookup the Perks Customer you wish to use, then

select [F12] – Accept



3. [Scan] all items into the transaction, then select [F9] – Pay and complete the

transaction

If no Perks Card information has been entered, a “Scan Loyalty Card” reminder prompt will appear

when you select [F9] – Pay. You may choose to [Scan] or [Key In] the Perks Card Number, or select

[F5] – Lookup to manually search for their Perks Card information.

Figure 23 - Invoicing, "Scan Loyalty Card" Reminder Prompt

A Perks Customer Receipt will provide a summary outlining which Perk Points were Collected, the

Total of Perks Collected as well as the customers new Perk Balance. This receipt will also inform the

customer which Perks Level & Reward Value they are working towards and whether they qualify for a

reward on their next visit.

Figure 24 - Perks Customer Receipt



Processing a Transaction Without Perks

1. Select [F1] – Invoicing, then select a [Demographic Key]

If this customer has an existing AR Account, select [F9] – Customer Lookup, lookup the Customer you

wish to use, then select [F12] – Accept.

2. [Scan] all items into the transaction, then select [F9] – Pay

3. At the “Scan Loyalty Card” prompt, select [F11] – Cancel to proceed to the pay screen

and complete the transaction

All receipts for transactions which do not include a Perks Customer will display a message explaining

how many perks the customer would have qualified for today, if they were using the Perks program.

Figure 25 - Non-Perks Customer Receipt

Processing a Coupon Triggered Loyalty Rule

1. Select [F1] – Invoicing, then enter the customers Perk Card information

2. Key in the [Coupon Code], then press [Enter] to activate the coupon

A Loyalty Perk Coupon can only be used once within a transaction.



Figure 26 - Invoicing, Loyalty Coupon Entry

3. At the “Coupon Added” prompt, select [F12] – OK

4. [Scan] any remaining items, then select [F9] – Pay and complete the transaction

Figure 27 - Loyalty Coupon Triggered Receipt



Processing a Redeem Perks & Save Rule


2. [Scan] the item into the transaction, then at the “This item qualifies for …, Do you want to

use points for this item?” prompt, select [F12] – Yes

Figure 28 - Invoicing, Redeem Perks & Save Prompt

3. [Scan] all remaining items into the transaction, then select [F9] – Pay and complete the

transaction

Figure 29 - Redeem Perks & Save Receipt



Processing a Redeem Perks for a Free Item Rule


2. [Scan] the item into the transaction, then at the “This item qualifies for …, Do you want to

use points for this item?” prompt, select [F12] – Yes

Figure 30 - Invoicing, Redeem Perks for a Free Item Prompt

3. [Scan] all remaining items into the transaction, then select [F9] – Pay and complete the

transaction

Figure 31 - Redeem Perks for a Free Item Receipt



PROCESSING REDEMPTION TRANSACTIONS If a Perks Reward Redemption Level has been reached, you will be notified when you select the Pay Screen.

The Customer will have the option to redeem their Perks as a payment against their current purchase or

continue to save their Perks for future use. Perks will not be rewarded on the redemption portion of a

transaction.

A Reward Redemption Level cannot be used on any transaction that contains less than $10.00 worth of

product that qualifies for the perks program. For example, Prescriptions, Lottery, Gift Cards, etc… do

not qualify. Please refer to the Chapter 2 – Perks Configurations, Reward Points & Redeemable

Flags section of this Reference Manual for a full list of exclusions.

Processing a Reward Redemption


2. [Scan] all items into the transaction, then select [F9] – Pay

3. At the “Customer has available loyalty redemptions.” prompt, select [F12] – Ok

4. At the “Choose Redemption Reward?” prompt, highlight the Reward Redemption Level

the customer wishes to use on their purchase today, then select [F12] – Accept

Figure 32 - Invoicing, Choose Redemption Reward Prompt

The Max Reward and Qualifying Sales columns MUST balance if you wish to use a redemption. If these

two fields have a variance and you proceed with the redemption, the customer will lose that portion of

their Reward Redemption Level. For example, if the Max Reward column show $5.00 but Qualifying

Sales only shows $4.00, if you process the redemption the customer will lose $1.00 worth of their Perks.



If the customer does not wish to use their Reward Redemption at this time, select [F11] – Cancel and

complete the transaction. Their Perks will remain on their customer profile so they may use them on a

future transaction.

5. The Reward Redemption Level will now display in the Payment Amount field, press

[F12] – Accept to complete the reward payment

Figure 33 - Invoicing, Reward Payment Screen

If a Reward Redemption Level was applied in error, you may remove the reward payment by selecting

the [Reward Payment] line and then selecting [Delete]. This will remove the payment from the

transaction, set the transaction back to the full amount owing and add the Perks back onto the

customers profile.

6. Select the Payment Type the customer wishes to use to pay the remaining amount

owing and complete the transaction



Figure 34 - Perks Redemption Receipt



CHAPTER 6 – LOYALTY REPORTS

OVERVIEW The Loyalty Reports are primarily used to provide information about Perks Customers including Perk

Points that have been earned and current Perk Balances. These reports can also be used to audit various

loyalty activities throughout the Finestra system.

CUSTOMER LOYALTY LIST A Loyalty List Export Report will create a list of your Loyalty Reward Perk Customers and export it into an

Excel File. This will include their Customer Details and Current Perk Balance.

Run a Customer Loyalty List Report

1. Select [F2] – Customers, then [F3] – Loyalty List

2. Once the Loyalty Customer List appears, you may choose to Print or Save the file

Figure 35 - Customer Loyalty List Report



REWARDS CARD ACTIVITY The Rewards Card Activity Report displays a summary of every transaction that affects customers perk

points. Customers current perk balances are included.

Figure 36 - Rewards Card Activity Report Options

Report Options

Enter Date Range

Select the Date Range you wish to run the report for.

Enter Customer Last Name

Use to enter a specific Customer Name, or leave blank to select all.

Enter Card Number

Use to select a specific Perks Card Number, or leave blank to select all.

Run a Rewards Card Activity Report

1. Select [F3] – Reports, then choose the [Reward Card Activity] Report

2. Enter the [Date Range], then select any additional Report Options you wish to use

3. Select [Run Report]



Figure 37 - Rewards Card Activity Report

REWARDS ACTIVITY SUMMARY Use the Rewards Activity Summary Report to show a brief one-page Summary of the Perks Awarded and

Redeemed within the selected date range, or use the Show Current option to display the Summary to Date.

Figure 38 - Rewards Activity Summary Report Options



Run a Rewards Activity Summary Report

1. Select [F3] – Reports, then choose the [Rewards Activity Summary] Report

2. Select any additional Report Options you wish to use


Figure 39 - Rewards Activity Summary Report

REWARDS COMPARISON Use the Rewards Comparison Report to compare Sales for Perk Customers versus sales for Non-Perk

Customers. This report includes the Number of Customers, Items Purchased and the Average Basket Size.

Figure 40 - Rewards Comparison Report Options



Report Options

Enter Date Range


Select Section / Department

Use to view only the items that are within the selected Section or Department, or leave blank to select all.

Run a Rewards Comparison Report

1. Select [F3] – Reports, then choose the [Rewards Comparison] Report



Figure 41 - Rewards Comparison Report



REWARDS CARD ADJUSTMENTS Use the Rewards Card Adjustments Report to review manual Perk Adjustments. The Date/Time is logged

for each manual loyalty perk adjustment, as well as the Cashier ID that performed the adjustment.

Figure 42 - Rewards Card Adjustments Report Options

Report Options

Enter Date Range


Enter Cashier Use to select a specific Cashier, or leave blank to select all.

Enter Customer Last Name

Use to enter a specific Customer Name, or leave blank to select all.

Enter Card Number

Use to select a specific Perks Card Number, or leave blank to select all.

Run a Rewards Card Adjustments Report

1. Select [F3] – Reports, then choose the [Rewards Card Adjustments] Report





Figure 43 - Rewards Card Adjustments Report

REWARDS BONUS EVENT Use the Rewards Bonus Event Report to review the success of Bonus Perk Events. When item-specific perks

are assigned, you may review the number of Bonus Perks awarded during the event for each item. A Total

of Event Bonus Perks is included at the end of the report.

Figure 44 - Rewards Bonus Event Report Options



Report Options

Select Bonus Event

Use to choose the Bonus Perks Event you wish to review.

Select Brand Use to view only the items that are within the selected Brand(s).

Select Category Use to view only the items that are within the selected Category(s).

Run a Rewards Bonus Event Report

1. Select [F3] – Reports, then choose the [Rewards Bonus Event] Report

2. Select the [Bonus Perks Event], then select any additional Report Options you wish to

use


Figure 45 - Rewards Bonus Event Report



TABLE OF FIGURES Figure 1 - Product File, Reward & Redeem Flags ....................................................................................................................... 7

Figure 2 - Advanced Search, MultiEdit Reward & Redeem Flags ........................................................................................ 8

Figure 3 - Open Department, Reward & Redeem Flags ........................................................................................................... 9

Figure 4 - Kroll Customer Account, 3rd Party Inclusions ....................................................................................................... 10

Figure 5 - Customer Maintenance, Add Perks to Existing Account .................................................................................. 12

Figure 6 - Customer Maintenance, Create a New Perks Customer ................................................................................... 13

Figure 7 - Manual Perk Adjustments Screen .............................................................................................................................. 14

Figure 8 - Manual Perk Adjustments, Reason Code Screen ................................................................................................. 14

Figure 9 - Loyalty Rule Fields ........................................................................................................................................................... 15

Figure 10 - Loyalty Event Header ................................................................................................................................................... 17

Figure 11 - Loyalty Rule Screen ....................................................................................................................................................... 18

Figure 12 - Coupon Triggered Loyalty Rule Screen ................................................................................................................ 19

Figure 13 - Redeem Perks & Save Rule Screen.......................................................................................................................... 20

Figure 14 - Redeem Perks for a Free Item Rule Screen ......................................................................................................... 21

Figure 15 - Reward Redemption Event, Thresh Holds Screen ........................................................................................... 22

Figure 16 - Invoicing Screen ............................................................................................................................................................. 23

Figure 17 - PCH Perks Loyalty Card ............................................................................................................................................... 24

Figure 18 - Invoicing, Manual Entry of a Perks Card .............................................................................................................. 24

Figure 19 - Invoicing, Customer Lookup by Last Name ......................................................................................................... 25

Figure 20 - Invoicing, Customer Lookup by Phone Number ............................................................................................... 26

Figure 21 - Invoicing, Attach Perks to an Existing Customer .............................................................................................. 27

Figure 22 - Invoicing, Create a New Perks Card Customer .................................................................................................. 28

Figure 23 - Invoicing, "Scan Loyalty Card" Reminder Prompt ........................................................................................... 29

Figure 24 - Perks Customer Receipt .............................................................................................................................................. 29

Figure 25 - Non-Perks Customer Receipt .................................................................................................................................... 30

Figure 26 - Invoicing, Loyalty Coupon Entry ............................................................................................................................. 31

Figure 27 - Loyalty Coupon Triggered Receipt ......................................................................................................................... 31

Figure 28 - Invoicing, Redeem Perks & Save Prompt ............................................................................................................. 32

Figure 29 - Redeem Perks & Save Receipt .................................................................................................................................. 32

Figure 30 - Invoicing, Redeem Perks for a Free Item Prompt............................................................................................. 33

Figure 31 - Redeem Perks for a Free Item Receipt .................................................................................................................. 33

Figure 32 - Invoicing, Choose Redemption Reward Prompt ............................................................................................... 34

Figure 33 - Invoicing, Reward Payment Screen ........................................................................................................................ 35

Figure 34 - Perks Redemption Receipt ......................................................................................................................................... 36

Figure 35 - Customer Loyalty List Report ................................................................................................................................... 37

Figure 36 - Rewards Card Activity Report Options ................................................................................................................. 38

Figure 37 - Rewards Card Activity Report .................................................................................................................................. 39

Figure 38 - Rewards Activity Summary Report Options ....................................................................................................... 39

Figure 39 - Rewards Activity Summary Report ........................................................................................................................ 40

Figure 40 - Rewards Comparison Report Options ................................................................................................................... 40

Figure 41 - Rewards Comparison Report .................................................................................................................................... 41

Figure 42 - Rewards Card Adjustments Report Options ....................................................................................................... 42

Figure 43 - Rewards Card Adjustments Report ........................................................................................................................ 43

Figure 44 - Rewards Bonus Event Report Options .................................................................................................................. 43



Figure 45 - Rewards Bonus Event Report ................................................................................................................................... 44

pch loyalty reward perks reference manual finestra pos · 2020. 7. 13. · pch loyalty reward perks...

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