Loyalty Program

Loyalty Program helps you build a loyal customer base by rewarding points for purchases, which customers can redeem on future transactions.

Enable Retail Billing

To enable retail billing for your ERP organisation:

• Go to Settings.
• Select Configure Modules under Setup & Configurations.
• Under Retail Management, select Retail Store.
• Click Save.

Once enabled, Loyalty Program will appear under settings.

Enable Loyalty Program

To enable the loyalty program feature:

• Go to Settings.
• Select Loyalty Program under Setup & Configurations.
• Click Enable Now.

Once enabled, you can configure the preferences under the General tab.

• Check the required options:
  • Allow users to adjust the loyalty points of customers: Lets users to manually the edit loyalty points of a customer in their Details page.
  • Round off the loyalty points to the nearest whole number: Fractional points earned during a transaction are rounded off.
  • Deduct loyalty points when items are returned: If a customer returns items that previously earned points, this option ensures that the corresponding points are deducted for them automatically.
  • Award loyalty points when it is redeemed: Customers earn points on the full transaction, even if they use redeemed loyalty points to pay part of it.
  • Under Loyalty Points Tracking Account, select an expense account. This account tracks the amount that is applied on invoices when customers redeem their loyalty points. Or, click + New Account to create a new account.
  • Click Save.

Create a Loyalty Program

You can create a loyalty program to define how customers earn and redeem points for their purchases.

To create a loyalty program:

• Go to Settings.

• Select Loyalty Program under Setup & Configurations.

• Navigate to the Programs tab.

• Click Create Program on the top right.

• Fill in the required details.

  • Program Name – A suitable name for the program.
  • Program Start Date – Date from which the program becomes active.
  • Program End Date – Date until which the program remains active.
  • Description – A brief description of the program.

• Under Point Assignment Criteria, enter the following details:

  • Price Range – The price amount range between which loyalty points are awarded.
  • For Each – The purchase amount required to earn points.
  • Points Earned – Number of points awarded for the interval.

• Click Add New Range to define multiple point rules.

• Under Redeeming Loyalty Points Preferences, enter the following details:

  • Amount per Point – The monetary value assigned to each loyalty point.
  • Redemption Start Date – The date from which customers can start redeeming points.
  • Redemption End Date – The last date until which points can be redeemed.
  • Minimum Loyalty Points Required for Redemption – The minimum number of points a customer must accumulate to redeem rewards.

Let us understand how this works with the following examples.

Example 1: Single Criteria

Let’s say you configure the loyalty program with the following values:

• Price Range: ₹0 – ₹5,000
• For Each: ₹100
• Points Earned: 1 point

How points are calculated:

• A purchase of ₹300 earns 3 loyalty points.
• A purchase of ₹750 earns 7 loyalty points.
• A purchase of ₹1,000 earns 10 loyalty points.

Example 2: Multiple Criteria in One Program

Let’s say you configure the loyalty program with the following values:

Criteria 1:

• Price Range: ₹0 – ₹1,000
• For Each: ₹100
• Points Earned: 1 point

Criteria 2:

• Price Range: Above ₹1,000
• For Each: ₹100
• Points Earned: 2 points

How points are calculated:

• A purchase of ₹800 falls under Criteria 1 and earns 8 loyalty points (1 point for every ₹100).

• A purchase of ₹1,200 spans both ranges: the first ₹1,000 earns 10 points under Criteria 1, and the remaining ₹200 earns 4 points under Criteria 2, for a total of 14 loyalty points.

You can set Amount per Point to define the monetary value of each loyalty point during redemption as per your choice.

Apply a Loyalty Program to a Customer

To apply a loyalty program to a customer:

• Navigate to Sales on the left sidebar.
• Under Customer module, click + New in the top right corner to create a new customer. Or, select an existing customer and click Edit.
• Fill in the required details.
• Under Other Details tab, check the Enable Loyalty option.
• From the dropdown, select the Loyalty Program you want to associate.
• Click Save.

View Loyalty Points of a Customer

When a customer makes a payment for their invoices, their loyalty points are automatically accumulated.

To view a customer’s loyalty points from previous sales transactions:

• Navigate to Sales on the left sidebar.
• Under the Customer module, select the customer whose loyalty points you want to view.
• Under Loyalty Points Earned, you can see the total points and the associated program name.
• Click on the points to view the list of loyalty transactions for the customer.
• Or, click the program name to edit the loyalty program details.

You can also view loyalty transactions for a customer:

• Navigate to Sales on the left sidebar.
• Under the Customer module, select the customer whose loyalty transactions you want to view.
• Go to the Transactions tab.
• Select Loyalty Transactions.

Apply Loyalty Points to an Invoice

To redeem loyalty points on a customer’s invoice:

• Navigate to Sales on the left sidebar.
• Select Invoices under Invoices from the top module bar.
• Open the outstanding invoice for which you want to apply points.
• Click Apply Now next to Loyal Points Available for Redemption.
• The following details will be displayed in the Apply Loyalty Points pop-up:
  • Available Points – Total loyalty points the customer can redeem.
  • Amount per Point – Enter the monetary value of each loyalty point.
  • Points to Convert – Number of points you want to apply to this invoice.
  • Amount – The total discount applied to the invoice based on the points you convert.
• Click Apply Loyalty Points.

The invoice status and outstanding balance will be updated accordingly.

Edit Loyalty Program

To edit an existing loyalty program:

• Go to Settings.
• Select Loyalty Program under Setup & Configurations.
• Navigate to the Programs tab and hover over the program you want to edit.
• Click the More dropdown and select Edit.
• Make the necessary changes.
• Click Save.

Mark Loyalty Program as Default

To mark a loyalty program as the default:

• Go to Settings.
• Select Loyalty Program under Setup & Configurations.
• Navigate to the Programs tab and hover over the program you want to mark as default.
• Click the More dropdown..
• Select Mark as Default

Mark Loyalty Program as Inactive

To mark a loyalty program as inactive:

• Go to Settings.
• Select Loyalty Program under Setup & Configurations.
• Navigate to the Programs tab and hover over the program you want to mark as inactive.
• Click the More dropdown.
• Select Mark as Inactive.

Delete Loyalty Program

To delete a loyalty program:

• Go to Settings.
• Select Loyalty Program under Setup & Configurations.
• Navigate to the Programs tab and hover over the program you want to delete.
• Click the More dropdown and select Delete.
• In the pop-up that appears, click Delete.

Disable Loyalty Program

If you do not want to create new loyalty programs or update existing ones, you can disable the Loyalty Program feature for your organisation. To disable:

• Go to Settings.
• Select Loyalty Program under Setup & Configurations.
• In the General tab, click Disable at the top right.

Once disabled, you cannot update the Loyalty Program preferences, but you can still view existing loyalty programs.

To re-enable this:

• Go to Settings.
• Select Loyalty Program under Setup & Configurations.
• In the General tab, click Enable at the top right.

Loyalty Reports

Once loyalty program feature is enabled, you can access the following Loyalty reports in Zoho ERP:

• Loyalty transaction details
• Loyalty Program Summary

Here’s how you can view these report:

• Navigate to Reports on the left sidebar.
• Select Loyalty in the Report Category pane.
• Select the report you want to view.