This example explains how to set up a balance type in Loyalty Administrator named Member Points which tracks the amount points a member earns.
Note: This example is part of the Running a points-based programme example.
Details
Option | Description |
Club | Enter the name of your club. |
Name | Member Points |
Name Alt Lang | Not required unless using alternate language |
Unit Name | Points |
Item Group | CONCESSIONS |
Accumulate to Balance Type | Do not select |
Default Balance Type | Check the box |
Show On Sales Channel | Check the box |
Earning and redemption
Option | Description |
Units Earned Per Visit | Leave blank |
Earning Rate | 1 |
Redemption Rate | Leave blank (unless using these points as a payment type) |
Number of Decimal Places | 2 |
Earning Basis | Item Values |
Include Tax | Check the box if required (this will be dependent on your program policy). |
Earn Units when Redeeming Units | All Payments (this will be dependent on your program policy) |
Limits and Overrides
Option | Description |
Maximum Calculations | Based on Number of Units |
Maximum per Transaction | Leave blank |
Maximum per Session | Leave blank |
Maximum per Day | Leave blank |
Use Balance Type Earning Overrides and Item Adjustments | Leave unchecked for a simple points earning program. Check the box if you will provide different rates of earning. |
Expiry
Option | Description |
Units Expire | Check the box to configure expiry settings for this balance type. |
See also
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