Setup
- Retail POS for Mac or PC
Steps
- Navigate to Setup
- Select Loyalty
- Enable Loyalty
- Click Save
- Navigate to Products
- Export complete Product List
- Open the CSV file and edit it so loyalty_value column is set to 0 and loyalty_value_default is empty
- Click Save
- Import Product List
This will ensure Loyalty is enabled but is effectively inactive for all products as all Loyalty Value is set at 0. Then, to enable loyalty for a specific Brand/Product category:
- Navigate to Products
- Select preferred Brand/Product category
- Click Apply Filter
- Export Product List
- Edit the CSV file so that both loyalty_value and loyalty_value_default are blank
- Import Product List
This will enable Default Loyalty for all the imported Products; calculated on the $1 = X Loyalty ratio you've set up in the Loyalty page in Setup.
Additional Information
To have a custom loyalty amount earned instead of the default Retail POS calculates, you can enter a custom amount by editing the loyalty_value column with the desired value upon CSV import.