Customers - Using Loyalty Cards

Find FAQs and related articles at the bottom of this page

Retail Express offers a powerful loyalty feature, which can be further extended through the use of Loyalty Cards. By providing your customers with a card to easily locate their customer details it simplifies the process capturing their details during each transaction.

Having a simple, easy loyalty system provides the opportunity for your business to grow your customer base and encourage repeat sales through the use of advertising and marketing communications.

Tip: Retail Express does not supply Loyalty cards, however we can recommend the vendor Creative Plastic Cards. View their website here.

When looking for a company to supply loyalty cards, you will need to ensure each card has a unique code on it. Typically this is displayed in both a numerical and barcode format.

The code on each card is then linked to a customer in Retail Express. When presented at POS the card is scanned in to locate the customer record, replacing the need to ask for a name, email or any other unique identifying feature.

In this article:

• Link a loyalty card to a customer
  • POS
  • Back Office
• Using a loyalty card

Link a loyalty card to a customer account

To link a loyalty card to a customer you will need to scan the card while editing the customer account. This can be done from within POS when entering a transaction, or in the Back Office (for example when a customer has signed up online and you're mailing the card to them).

Using POS

1. At POS, enter the customer details into the Customers tab.
2. Scan or enter the Loyalty Card barcode number into the Custom Ref field
3. Once that sale is finalized, the entered details will be recorded. From then on whenever that Loyalty Card is scanned in the POS Customer 'Cust Ref' field (as below), the associated customer details will be displayed.

Using Back Office

Customers can also be updated individually within the Back Office.

Tip: To update customers en-masse refer to the Customers - Edit Customers by Mass Download/Upload article

To update a customer:

1. Navigate to CRM > Customers
   
   
   
2. Use the filters to search for the customer
3. Click the Customer No. field to open the record for editing
4. Click into the Custom Reference field
   
   Click to enlarge
   
5. Scan the barcode on the loyalty card
6. Click Save Changes 

 

Using a loyalty card at POS

Using the loyalty card can assist in quickly searching for a customer to add to a sale.

Tip: You can also find customers in the Mass Download file using the Custom Reference field

To add a customer to the sale in POS:

1. Create a sale in POS
2. Click the Customers tab
3. Scan the barcode into the Cust Ref field
4. The customer will be loaded into the sale

Want more information? Find related articles here:

• POS Settings - Loyalty Configuration
• Customers - Edit Customers by Mass Download/Upload