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Rewards Manager in QuickBooks Point of Sale

Rewards Manager in QuickBooks Point of Sale

How many times have you gone to a retail store and they give you a little keychain tag with a barcode on it?  Probably quite often.  The reason retailers are doing this is generally because it’s an easy way of entering the customer on the sale at the time of the sale.  Sometimes it’s difficult to have to lookup a customer by phone number or name because people tend to forget which information they gave in the first place.  One of the main reasons you want to be able to attach a customer to a sale on a regular basis is because then you can offer a rewards program.  You can offer a deal where if the customer spends $100 in your store within x time frame, then they get 10% off their next purchase. 

               In QuickBooks Point of Sale, you can have the system do this for you and you can setup your rewards however you want.  Here’s how…

To define your program:

-Select Rewards Manager from the Customer menu.
-If not already set, select Turn Tracking ON.
-Enter an amount for the Purchase Threshold. This is the amount a customer must spend in your store to earn a reward.
-Specify the Reward Amount (dollar amount or percentage) and then select $ off or % off from the drop-down list.
-(Optional) Select a Reward Expiration period.
-Specify the Purchase Tracking Period.

You must enter a Start date; the End date is optional. To leave the program open-ended, select the No End Date checkbox. All qualifying items purchased during this period accumulate towards earning rewards.

-In the Rewards Options area, make selections for how you wish to enroll members, be alerted when rewards are earned, and set a redemption blocking period.

If you enter a redemption blocking period, the entered number of days will be added to the reward expiration date. Example: With a 30-day expiration date, and a 10-day blocking period, the reward will expire 40 days after the purchase date.

-Select Save.

If you get the Reward Change dialog, click OK to close it. This dialog is displayed anytime you modify your rewards program, to alert you to potential effects the change may have on current and future rewards.

Other tasks/information available from Reward Manager:

  • Reward Program Status: Displays the total value of rewards redeemed under your program, and options to turn the program on/off and to view reward reports (Member List and Redemption History).
  • I Want To menu: This menu includes two powerful options:
  • Enroll All Customers in Rewards Program. All existing customers are enrolled in the program. Customers you add later are not enrolled unless you also select automatically enroll new customers in the Rewards Options area.
  • Clear All Rewards. Removes all existing earned rewards from all customers. Current purchase tracking balances are not affected.

One thing to keep in mind is to go through your item list and make sure that any item that is eligible for rewards has the “Earn Rewards” checkbox checked.

This entry was posted in QuickBooks Point of Sale, Tips & Tricks. Bookmark the permalink.

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