User guide

ManualsBrandsDraper ManualsHome building and DecorSL6

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116 A/R–Accounts Receivable CC–Credit Card CCOF–Credit Card On File CV–Customer View

ACTIVATING REWARDS

There are two ways to activate a customer reward. Both require the

creation of a reward profile. Once a profile is created, the reward

program continues accumulating points and printing rewards coupons

automatically until deactivated.

•

AutomaticAutomatic

Automatic—Setting a default profile automatically activates the

profile for every new customer added from that point forward. Note

that existing customers (added prior to default profile activation)

will not be retroactively activated. Existing customers must be

activated manually. The default profile is selected from Store

Settings > Customer Rewards > Settings > Default Rewards Profile.

•

On DemandOn Demand

On Demand—If an automatic default profile is not set, a rewards

program can be activated manually in the

CVCV

etailsetails

etails tab by

selecting an entry from the Rewards Program field.

Discounts

By definition, a discount is a negative adjustment (debit) to an order.

Discounts can be configured as either a percentage (1% to 100%) or flat

amount. Discounts can be configured then assigned to specific custom-

ers. For added flexibility, discount percentages can be independently

defined by department. For example, an employee discount could be

created giving a 20% reduction on drycleaning orders and 10% on

laundry orders.

Assignments to customers are made in the

CV CV

eneraleneral

eneral tab. They

remain assigned until changed. During the Detail process, an assigned

discount will automatically apply and appear on the resulting invoice

showing the discount description. As an example, discounts could be

setup for the following:

• Employee

• Owner

• Friends

• Church

• Commercial

• Wholesale

Use discounts to provide clerk-independent negative order adjustments

for targeted customers. Discount configuration can be

PINPIN

PIN protected, so

clerks cannot randomly apply discounts.