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Hello friends, I Shaziya welcome you to the Hitech billing software channel. Today I will be giving you a tutorial on how to setup the reward program setup. Then I will explain how to create an invoice and reward point. Finally, I will show you how to view the points used and earned by your client. Let's get started.
First, I will tell you how to setup the reward program. Go to settings and choose General. Click 'Program Setup' and new window will shows you different reward program settings. Program Setup consists of two sections namely Point Generate Setup and Redeem Setup.
Starting with Point Generate Setup, first is the ACTIVATE REWARD PROGRAM. For activating 'Reward Program' you need to check this box or uncheck to deactivate.
Next comes 'Amount to Words', here you need to specify how much points will generate on specific amount. Let's take an example for better understanding.
If you set 1 point for Rs.100, this will generate 10 points on invoice amount of Rs.1000.
If you set 2 points for Rs.100, this will generate 20 points on invoice amount of Rs.1000.
Next is MINIMUM INVOICE VALUE FOR GENERATING POINTS, here you can define minimum invoice value on which your customer will earn points. For example.
If you set Rs.100 as minimum invoice value, then customer will earn point only when invoice value is greater than or equal to Rs.100.
Next comes MAXIMUM POINTS WHICH CAN BE GENERATED PER INVOICE, you can use this to specify maximum points which your customer can earn in invoice. For example
If you set 20 as maximum points, then customer can earn maximum 20 points even if invoice value is Rs.1,00,000/-
Next is ROUND OFF POINTS. As name suggests it will round of earned points. For example
If round off is enabled, 1 point will be generated on the invoice of Rs.150 and if disabled 1.5 will be generated.
Next comes EXPIRE POINTS AFTER. This allows you to specify number of days after which earned point will expire. For example
If 10 points are generated on 1st Feb 2022 and you set points to expire after 365 days then these 10 points if unused will expire on 1st Feb 2023.
Points may have different expiry date depending upon date of generation and program setup.
Here comes Redeem Setup part
First option in this is POINT REDEEM VALUE, you can use to specify redemption value of point. It the value of point in rupees. For example.
If we set Re.1, then it means that 1 point is equal to Re.1 when converted in amount.
Next is MAXIMUM POINTS WHICH CAN BE REDEEMED IN INVOICE, here you can set maximum points which can be redeemed in one invoice. For example
If you set this value to 10, then only 10 points can be redeemed in one invoice even if 50 points are available in account.
Next comes MINIMUM POINTS TO BE REDEEMED IN INVOICE, here you can set minimum points which can be redeemed in one invoice. For example
If you set this value to 5, then you customer needs to redeem at least 5 points if available otherwise he cannot redeem points.
Next is MINIMUM POINTS BALANCE TO BE MAINTAINED, as name suggests this is minimum point balance required to be maintained and this cannot be redeemed. For example
If you set this to 10, then customer can only redeem points if point balance is greater than 10.
Congratulations, you successfully created reward program which will helps in business promotion and increasing customer retention.
After reward program setup, next question which will comes in our mind is how customer will earn and redeem points.
Now we will create an invoice and generate points. All points are linked with customer account and customer may receive message of point generation with point balance.
In reward points section you can see points available and textbox for entering points you want redeem.
Under reports various reward program reports of Earned and Used Points is available.
In earned reports you can see invoice number, point earned, expiry date.
You can search using various filters like date, client name, contact number.
At the bottom you can see total points earned in the period selected.
Data can be exported in various formats like PDF and Excel.
Second report is Used Points which provides details about transactions in which points are used.
You can search using various filters like date, client name, contact number.
At the bottom you can see total points used and its value in the period selected.
Data can be exported in various formats like PDF and Excel.
I hope this tutorial helps you in knowing our reward program better. For more details you can contact us at 916262989804 or mail us at info@hitechbillsoft.com. or visit us at www.hitechbillsoft.com That's all from my side, meet you in the next video. Till then, keep billing with smart Hitech software!!
Thank you!
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