A loyalty club is based on a point system, but you can set it up with one point for every $1.00 spent, so it becomes a money-based system. Customers accumulate points for qualified purchases. Qualified purchases depend on what criteria you establish, including whether or not to include discounted items.<\/p>\n Membership items, and non-sales items (except Gift Certificates, in some cases) are not included in qualifying purchase totals. Gift Certificates are handled specially: normally, GCs are treated just like other non-sales items, but for clubs with points based on the amount spent, you can make GCs count when purchased<\/i>, by including “GC<\/strong>” in the list of qualifying categories in the club definition. In that case, the GC amount is subtracted<\/i> (from the recipient’s points) when redeemed, so it’s not double-credited.<\/p>\n \u00a0\u00a0\u00a0 Creating a new Loyalty Club<\/strong><\/em><\/p>\n Loyalty Clubs are on the Customer Information menu.<\/p>\n A new (blank) Loyalty Club record looks like this:<\/p>\n Club Name:<\/em> This is a name to remember this club by.<\/p>\n Disable?:<\/em> Enter Y to turn off this club. If you want to re-start the club with different dates, turn the club off and save the club. Edit the club again and turn it back on.<\/p>\n Club Applies To:<\/em> Select a customer type to restrict membership, or All Customers. Click here<\/a><\/strong> to learn how to create customer types.<\/p>\n With Keyword:<\/em> Membership is restricted to customers that have this keyword. Leave blank for\u00a0all.<\/p>\n Membership Item:<\/em> Select an item that enters them into the membership. You create a special item record for this purpose. (This item should have inventory tracking off.) You can have a zero price or whatever you want to charge for the membership. Once the item is on the sale, you may discount it.<\/p>\n Purchased Membership Expiration Date:<\/em> Used with clubs that require Membership Items.\u00a0Choose between Never, Every Calendar Year on January 1st, or One Year After Joining\u00a0the Club (plus 1 yr. for each renewal).<\/p>\n Members earn 1 point for every:<\/em> Choose between: Certain Amount Spent, Item Purchased, or Sale. Certain Amount Spent would mean for every $100.00 spent, for example, the member would earn 1 point. Use 1.00 for a 1 to 1 ratio. Enter the amount into the next field. Points are earned only on the amount not discounted. So, a $20.00 item, discounted to $18.00, would only earn 18.00 points. If you don\u2019t want discounted items to count at all, then see the next field.<\/p>\n for: Choose between:<\/em> All Items (Even If Discounted) or Non-Discounted Items Only. If you do\u00a0not want to have discounted items earn points, select Non-Discounted Items Only. If you\u00a0have a transaction where one of the items is discounted and one is not, then only the non-discounted\u00a0item would count toward points. If the entire transaction was discounted, then\u00a0none of the items on this sale would earn points.<\/p>\n Issue a:<\/em> As an alternate way of rewarding your customers, you can give them coupons. In this field, enter an Amount Off or Percentage Off for your coupons.<\/p>\n for every:<\/em> Set the number of points required to receive coupons after a base amount.<\/p>\n after:<\/em> Enter the number of points required to get started earning points toward coupons. You\u00a0could use this field to give your customers a one-time coupon by entering a value in this\u00a0field and leaving the previous field set to zero, or to set a threshold requirement.<\/p>\n with this message:<\/em> Enter a message to be printed on the coupon, once earned.<\/p>\n form file:<\/em> Enter the name of the form file to use to print the coupon. Press F2 for a list of\u00a0available forms. See Appendix B for instructions on creating your own forms files.<\/p>\n Coupons expire after:<\/em> Enter the number of days coupons are valid after they have been issued.<\/p>\n reset points:<\/em> This field controls when points are to be reset to zero. If you have selected a\u00a0membership expiration date above, then points will be reset when the membership expires;\u00a0otherwise, you can choose the conditions here.<\/p>\n change Customer Type (back) to:<\/em> Select a customer type to change the customer (back) to once\u00a0their membership expires or points are reset.<\/p>\n Enabling new Loyalty Club<\/strong><\/em><\/p>\n Once you enable a club, you will get a menu with choices for how to establish initial point values. You can make this club retroactive if you wish, by selecting Back-Date; you will be prompted to enter a past date, and Artisan will calculate the correct amount of points earned.<\/p>\n Tracking Coupons<\/strong><\/em><\/p>\n From the Main Menu, select “Accounting<\/strong>,” then the “Credits, Coupons & Gift Cards<\/strong>” button.<\/p>\n On the next screen, select “Tracked Coupons<\/strong>.”<\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2016\/04\/2021-12-10_11h04_49.png\")
<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/em><\/p>\n<\/a>in:<\/em> You can choose to Include or Exclude items from specific categories. Enter the categories in\u00a0the next field, separated by commas. Leave at \u201c-ALL-\u201d to include all categories. You can\u00a0also use this field to exclude Gift Certificates (category \u201cGC\u201d) if you want to give them.<\/p>\n<\/a><\/p>\n