User's Manual

Page 2
SAVVY – Getting Started User Guide
Contents
Introduction to SAVVY Loyalty programs................................................................. 3
Definitions of keys and How to present a SAVVY card to the Terminal................... 7
1. Powering up ....................................................................................................... 9
2. Ready Mode Operation – after power up (without cashier/manager login)...... 10
a) How to Register a new customer card ......................................................... 10
b) For Customer to Check their previous or last Loyalty Amount and
Purchase Date without purchase................................................................ 10
c) For customers to Preview discount level prior to purchase.......................... 10
3. Cashier or Manager login and logout ............................................................... 11
4. Change Loyalty Schemes (Manager login) ...................................................... 12
5. Gift Token Loyalty Scheme before any other scheme operation ..................... 13
a) Add Gift to SAVVY card (Manager login only) ........................................... 13
b) Redeem Gift token from SAVVY Card (Cashier/Manager login)................. 14
6. Cash Discount Program operations (Cashier/Manager login).......................... 14
a) Give Customer Cash Discount..................................................................... 14
b) Reverse or Deduct Cash amount from SAVVY card.................................... 15
7. Point Accumulation Program operations (Cashier/Manager login) ..................15
a) Give Customer Points on purchase ............................................................. 15
b) View and Claim Reward............................................................................... 15
c) Reverse Entry or Deduct Points after max. reward level.............................. 16
8. Point Redemption Program operations (Cashier/Manager login)..................... 16
a) Give customer Loyalty Points on Purchase ................................................. 16
b) Redeem or Reverse Entry of Points from SAVVY card ............................... 16
9. Change “Cash Discount Plan” (with Manager login) ........................................ 17
a) Change the “Regular Discount and % Discount Plan” ................................. 17
b) Change “Bonus Discount Plan”.................................................................... 18
c) Change “Shopping Period”........................................................................... 18
d) Change “% Cash to expire”.......................................................................... 19
10. Change “Points Accumulation Plan” (with Manager login)............................... 19
a) Change the Point Accumulation Plan........................................................... 20
b) Change “Shopping Period”........................................................................... 20
c) Change “% Point to expire” .......................................................................... 20
d) Change “$Spend to Point” conversion factor ............................................... 21
11. Miscellaneous Operations................................................................................ 22
a) Change “Calendar/Clock” settings (Manager Login).................................... 22
b) De-register a SAVVY card from Shop (Cashier/Manager login) .................. 22
c) View Transaction Records (Cashier/Manager login).................................... 23
Appendix – Terminal operation settings................................................................. 24
1. Menu Operations.......................................................................................... 24
2. View/Change Loyalty Program Parameters ................................................. 24
3. Other Terminal parameters set via PC software .......................................... 26