Q: How do I set up a loyalty scheme in Xpos?

A: Setting up a loyalty scheme involves three main steps: creating a loyalty account, setting up a loyalty customer, and defining the loyalty scheme rules.

Setting up a Loyalty Account

1. Navigate to Settings > Business Setup > Customer account Types.
2. Click on + Add Account Type.
3. Tick the In credit only and Loyalty boxes.
4. Optionally, select the Default option to automatically add this loyalty account to all existing and new customer accounts.

Setting up a Loyalty Customer Account

1. Navigate to Customers and click on + Add Customer.
2. Enter the required information (First Name, Surname).
3. Tick the Internal Customer box. This prevents the account from appearing in the customer account balances report.
4. If the loyalty account was not set as the default, click Add under the accounts field and select the loyalty account from the dropdown menu.

Setting up a Loyalty Scheme

1. Navigate to Settings > Products > Loyalty.
2. Click on + Add Loyalty.
3. Add a Start Date for the scheme.
4. Select the Loyalty account in the Account Type field and choose the Customer account you set up for loyalty.
5. Check the Allow discounts box if you want loyalty to be earned even when a discount is applied to the sale.
6. Use the Brands, Product Group, and Subgroup fields to specify which products apply. Leaving these blank will apply the scheme to all products. The same applies to Customer Types.
7. Once everything is configured, click Save.
8. Select Publish to make the loyalty scheme live.