Enrolling a Client:
Used when a new customer joins the program
1. Point of sale > Loyalty Functions
2. Click Tokengroup Enroll
3. Fill out the customers details (Add their Cellphone number into “Telephone Number 1”) > Click Accept
The customer is now enrolled in your Loyalty Program
Capturing a Loyalty Sale:
1. Select “Point of Sale” > “Sales” > “Cash Sale”
2.If the customer presents their loyalty card, then Select push “F9“or select the “Loyalty” button in the bottom right.
3. Enter in the customers card number
5. Now the customer’s card number will show up on the POS screen.
6. If the customer’s card number shows up on the screen, then you can proceed. Push “F1” to total up the sale.
7. Complete your sale as per normal, filling in whatever combinations of tender type you like.
8. Then hit “Enter” to complete the sale.
9. The message, “Communicating with TokenGroup Server” will now appear for around 3 seconds and then the sale will be completed and the customer will have received their points/rewards allocated to their card.
Redeem Loyalty Points
When a customer wants to redeem their loyalty points, then you treat the loyalty points as a normal tender type.
1. Select “F1” on the POS to Total up the sale.
2. Select “F4 Loyalty Card” to get to the “Loyalty” tender type that you created earlier. Please note that if you did not use “Gift Voucher 1” to setup the loyalty tender type then select the tender type you chose instead.
3. Select “F1 Loyalty” to enter in an amount of points the customer wants to redeem.
4. Enter in the customers card number and select “F10” to accept.
5. You will now see the Loyalty value show up IF there were sufficient funds(points) available. You can then select additional tender types to make up the balance of the total.
6. Hit enter to complete the sale.
7. The points redeemed will now be removed off the customers card.
Balance Enquiry:
Used when a customer wants to know their points balance.
1. Select “F9-Loyalty” from the POS screen.
2. Enter in the customers card number
3. Click Accept and the customers details will show up as shown below
If you still have an older version of IQ you can view the attachment as the balance inquiry and loyalty sale is slightly different