TO CREATE A LOYALTY TRANSACTION DETAILS BY CUSTOMER
Loyalty transaction details by customer” refers to a record of transactions that track a customer’s participation in a loyalty or rewards program. These details typically include information about how the customer is earning or redeeming loyalty points, rewards, or discounts, and are used by businesses to monitor customer behavior, track engagement, and personalize future offers or incentives.
User Access
Who Can Access
- Pothys admin
- Back Office
- Purchase Manager
- Manager
What User Can Do
- View Reports
- Loyalty transaction details by customer.
Pre-Requisite Activities
- Date
- Customer
Business Rules
- Eligibility Criteria – Customer Enrollment: A customer must be enrolled in the loyalty program to earn or redeem points.
- Enrollment may require an account creation or membership registration.
- Customer Status: Certain transactions may only be eligible for loyalty points if the customer meets specific status criteria (e.g., Silver, Gold, Platinum).
- Transaction Types – Point Earning: Loyalty points are earned for qualifying purchases, usually based on the transaction amount.
- Point Redemption- Points can be redeemed for discounts, rewards, or special offers, subject to a defined conversion rate.
- Non-Qualifying Transactions- Some transactions may not earn points, such as returns, cancellations, or specific items excluded from the loyalty program.
- Points Allocation – Points per Transaction: Points should be earned based on the transaction value or specific eligible products/services.
- Point Redemption Rules – Minimum Redemption Amount: A customer must accumulate a certain number of points before they can redeem them .
- Redemption Limits: There may be restrictions on how many points can be used per transaction or per day.
User Interface
STEP 1: To select a Loyalty transaction details by customer.
STEP 2: To enter a date in this field is mandatory. Then to enter a Customer and to click the start check box to run the process.
STEP 3: Once to complete the process then to show the report based on the given data.
STEP 4: Date invoiced – refers to the specific date when an invoice is issued or created. It’s the day the seller or service provider formally records the transaction and requests payment from the buyer.
Card number– typically refers to a unique identifier associated with a customer’s account or transaction card.
Mobile number– refers to the phone number associated with a customer, typically used for communication, account identification, or customer service purposes. This number is generally provided by the customer when they create an account, make a purchase, or interact with a business.
Reward points – are a form of loyalty program or incentive offered by businesses to encourage customer retention and repeat purchases. These points are earned by customers as they engage with a brand—usually by making purchases, signing up for services, or engaging in certain promotional activities.
Points redeemed – typically refers to the process of using accumulated points or rewards to claim products, services, discounts, or other benefits in a loyalty program, rewards system, or promotional offer.
Bill number – is a unique identifier assigned to a specific bill or invoice. It is used to track and reference the details of a transaction, payment, or service rendered. Bill numbers are often used in businesses, utilities, or government services to make it easier to locate, manage, and verify particular bills.
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