Loyalty Card Setup dynamics AX 2012, You can set up simple
or complex loyalty programs that apply across your legal entities in any retail
channel.
Setup a loyalty program “Loyalty campaign” having 3 loyalty tier. We will be configuring in such a way that the Customer will have to earn the loyalty points to be eligible for each of the loyalty.
When the customer is added to the loyalty program , he is usually given a basic loyalty card or we can say the first tier loyalty card in the loyalty program. In our example we will configure 3 loyalty tiers as follows-
1. Silver-Customer has 0 loyalty points at the time of issue.
2. Gold – Customer has to earn 30 loyalty points to get the Gold loyalty Card
3. Platinum – Customer has to earn 50 loyalty points to get the Gold loyalty Card
2. Gold – Customer has to earn 30 loyalty points to get the Gold loyalty Card
3. Platinum – Customer has to earn 50 loyalty points to get the Gold loyalty Card
Primary Component
1.
Setup
Date Interval
2.
Loyalty
Reward Points
3.
Setup
Loyalty Program
4.
Create
Loyalty Scheme
5.
Loyalty
Card
6.
Tender
Type (Loyalty Card)
7.
Process
Loyalty Schemes
8.
Process
Offline Loyalty Transactions
9.
Update
Loyalty Card Tires
10. 1050 N JOB (Loyalty Information)
Optional Component
1.
Price
Group
Price
groups are used to create and manage prices and discounts for retail products.
Set up the price groups that include the discounts that apply to your loyalty
programs.
Price
groups are assigned to your loyalty programs and loyalty program tiers.
2.
Discounts
Set up the discounts that you
offer to your loyalty customers. For example, 5 percent off all apparel
products.
Discounts must be added to
price groups in order to be included in a loyalty program. Price groups are
assigned to loyalty programs and loyalty tiers.
Steps
Setup Date Interval: Click Retail > Setup > Loyalty > Date
intervals
Field
|
Purpose
|
Set
start date and Set
end date
|
Used
these fields to set the start and end of the date range. To use the system
date as the start and end date, leave these fields blank. Otherwise, you can
set a static fixed date or a period as the start and end date.
|
Adjust
start date and Adjust
end date
|
Use
these fields to adjust the date range based on the settings in the Set
start date and Set end date fields.
For
example, if you want to track the number of products that a customer has
purchased in the prior year to qualify them for a loyalty tier, in the Units field,
select Years. Then, in the Number of units field,
enter -1 to adjust the start date to the previous year.
To set
a one year date range to apply to the length of time that a customer can
remain in a loyalty tier, in the Adjust end date section, in
the Units field, select Years. Then, in
the Number of units field, enter 1 to
adjust the start date to the following year.
|
Secondary
interval
|
Use
these fields to set up a date interval within a date interval. For example if
you want to track the number of items purchased at the start of every
quarter, you could set up a date interval that started at the beginning of
the fiscal year. In the Interval type field, select Quarter,
and then, in the Start/end field, select Start.
|
Date
calculation
|
These
fields show the results of the date calculations, including any date
adjustments that you entered.
|
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Loyalty
Reward Points :- Retail > Setup > Loyalty > Loyalty reward points
Reward
points to define the types of reward that you offer to your customers. Rewards
points can be redeemable or non-redeemable. Customers can exchange redeemable
reward points for discounts or products. Non-redeemable reward points can be
used for tracking purposes or to advance a customer to the next loyalty tier.
Use an amount-based
reward if you want the customer to earn reward points that can be redeemed for
products or discounts. Amount-based rewards are rounded based on the reward
currency.
Use a
quantity-based reward if you want to reward the customer after they purchase a
certain quantity of a product. For example, you can set the number of espresso
drinks that a customer must purchase to earn a free espresso drink.
Quantity-based rewards are rounded to an integer by truncating the decimals.
Field
|
Description
|
Currency
|
Enter
the currency that the amount-based reward is tracked in.
|
Redeemable
|
Select
this check box if the reward is redeemable. For example, clear this check box
for rewards that are set up for tracking purposes or to enable customers to
advance to the next loyalty tier. If the check box is selected for these
types of rewards, the customer can redeem the reward points, and might never
reach the next tier level.
|
Redeem
ranking
|
Enter
the priority in which the rewards should be redeemed. This field applies only
if the Redeemable check box is selected and if multiple
types of reward points can be redeemed at one time.
|
Expiration
time value
|
If the
reward expires within a certain period of time, enter the number of days,
months, or years in which the reward expires.
|
Expiration
time unit
|
If the
reward expires within a certain period of time, enter the time period in
which the reward expires.
|
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Setup
Loyalty Program :-
Click Retail > Setup > Loyalty > Loyalty
programs
Set up
loyalty programs to identify the various loyalty opportunities that you offer.
Each loyalty program can have multiple loyalty tiers or no loyalty tiers
assigned to them. If you define loyalty tiers for the loyalty program, you also
must set up the qualifying rules that apply to each loyalty tier. Use price
groups to assign special discounts to the loyalty program and each loyalty tier.
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1. Click Retail > Setup > Loyalty > Loyalty
programs.
2. In the Loyalty programs form,
click New to create a new loyalty program. Then, enter a name
and description.
3. Select the Combine
related loyalty cards check box if you want to combine the rewards on
all cards that are linked to the same customer when evaluating reward points to
earn loyalty tiers. If rewards qualify the customer for a tier, all cards that
are linked to the same customer are granted the tier.
4. On the Program tiers FastTab,
click Add line to add a new program tier. Program tiers are
optional, but if you set up program tiers, you must also set up program tier
rules.
5. In the Level field,
enter a numerical value for the level.
6. Enter a name and description for
the level. Click Translations to enter the level description
in other languages.
7. In the Date interval field,
select the date interval that indicates the length of time that a customer can
stay in a tier after they have qualified for the tier. For example, if the date
interval that is selected for gold level tier is a one year period, any
customer who qualifies for the gold level tier can receive the rewards that are
assigned to the gold level tier for one year. If the customer requalifies for
the gold level tier while they are in that tier, the date that their tier
status expires is extended by another year, starting at the date when they
requalify.
8. On the Tier rules FastTab,
click New to add the reward points or qualifying rules that
apply to each tier.
9. In the Reward point field,
select the reward point that applies to the selected loyalty tier.
10. In the Minimum issued
points field, enter the minimum number of loyalty points the customer
must earn to qualify for the loyalty tier. If all customers can qualify for the
loyalty tier simply by participating in the program, enter 0 (zero) in this
field.
11. In the Evaluation date
interval field, select the date interval that represents the time
period in which the reward must be earned to qualify the customer for the tier.
12. Assign price groups to the
loyalty program. To assign price groups and discounts that apply to the entire
loyalty program, at the top of the form, click Price groups. To
assign price groups to a specific loyalty tier, on the Program tiers FastTab,
select a loyalty tier and then click Price groups.
13. To view all transactions for
loyalty cards that are assigned to this loyalty program
Create Loyalty Scheme
Retail > Common > Loyalty > Loyalty
cards. In the Loyalty
cards list,
double-click a loyalty card.
Loyalty
schemes specify the earning rules and redemption rules that apply to a selected
loyalty program. You assign retail channels to a loyalty scheme to identify
which loyalty program, earning rules, and redemption rules apply to a retail
store.
A
loyalty scheme is assigned to a loyalty program and to retail channels. You can
assign many loyalty schemes to the same loyalty program, and you can assign
many loyalty schemes to many retail channels.
Field
|
Description
|
Program tier
|
Select the loyalty program tier that the
redemption rule applies to.
For example, customers who are part of a Gold level
tier might be able to redeem their rewards points for any product, while
standard loyalty customers might be restricted to redeeming their rewards for
products in a certain category. By specifying the gold tier in the Program
tier field and entering the appropriate rule criteria, customers who are
in the gold level tier in the loyalty program can redeem their rewards points
for additional products.
If you don’t select a program tier, the redemption
rule applies to all customers who are participating in the loyalty program.
|
Reward point ID
|
Select the reward that the redemption rule applies
to. Rewards points are the rewards that customers can redeem. Only select
redeemable reward points in this field.
For more information about how to set up reward
points.
|
Reward points
|
Enter the number of rewards points that the
customer must spend to receive the reward.
|
Redemption type
|
Select whether the reward points can be redeemed
for currency or for a product quantity. For example, if the customer can
receive a free espresso drink with the purchase of 9 espresso drinks, you can
set up a redemption rule with a redemption type of Payment by quantity for
products that are assigned to a coffee category.
|
Category
|
Select the product category that the redemption
rule applies to. All products that are assigned to the selected category are
included in the redemption rule. If you don’t select a product category the
redemption rule applies to all product categories.
|
Product
|
Select the product that the redemption rule
applies to. If you don’t select a product, the redemption rule applies to all
products.
|
Product variant
|
Select the product variant that the redemption
rule applies to. If you don’t select a product variant, the redemption rule
applies to all product variants.
|
Amount or quantity
|
Enter the amount or product quantity that can be
redeemed by using the specified rewards points
|
Start date
|
Enter the date on which the redemption rule
becomes valid. This is an optional field that can be used if the rule is
applicable for only a specific period of time.
|
End date
|
Enter the last date on which the redemption rule
is valid. This is an optional field that can be used if the rule is
applicable for only a specific period of time.
|
Field
|
Description
|
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6
Loyalty
Card
Retail > Common > Loyalty > Loyalty
cards. In the Loyalty
cards list,
double-click a loyalty card, or, on the Action Pane, click Loyalty
card to create a
new loyalty card
Card number
|
Enter
the loyalty card number. If number sequences are set up for loyalty cards,
this number can be automatically generated.
For
more information about how to set up number sequences.
|
Card type
|
Select
one of the following options to specify how the loyalty card can be used:
|
Customer name
|
Select
a customer to assign to the loyalty card. You don’t have to assign a customer
to the card if the card is issued anonymously. If the loyalty card is issued
as contact tender, a customer name is required.
|
Replacement card number
|
The
number of the new loyalty card if a loyalty card was lost and a replacement
card was issued.
|
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Tender
Type (Loyalty Card)
to set up
payment methods for loyalty schemes. You must set up a payment method before a
loyalty card can be used at a register and loyalty points can be redeemed as
part of a loyalty scheme. After you add the payment method to a store or select
it as a line rule on a loyalty scheme, customers can redeem their loyalty
points.
To set up
payment methods for loyalty schemes, follow these steps:
1. Click Retail > Setup > Payment
methods > Payment methods.
2. In the Payment methods form,
click New to create a new payment method. Then enter the ID of
the payment method, such as Loyalty, and the name.
3. In the Default function column,
select Card. This setting specifies that the point of sale (POS)
system processes loyalty transactions as card transaction types.
4. After you define loyalty cards as
a payment method, you must set up the number sequences for the loyalty card
numbers. For information about how to set up number sequences for loyalty cards
Process
Loyalty Schemes
Click Retail > Periodic > Loyalty> Process
loyalty schemes.
Run
this process to associate loyalty schemes with the retail channels that the
loyalty scheme is assigned to.
This process can be scheduled to run as a batch
process.
Process offline loyalty transactions :-
Click Retail > Periodic > Loyalty> Process
offline loyalty transactions.
Run
this process to update loyalty cards to include transactions that were
processed offline.
This
process is applicable only if the Earn
offline check box is selected in the Retail shared parameters form
to enable earning rewards offline.
Update loyalty card tiers
Click Retail > Periodic > Loyalty> Update
loyalty card tiers.
Run this process to evaluate the customer’s
earning activity against the tier rules for a loyalty program and
update the
customer’s tier status.
This process is needed only if you change the
tier rules in loyalty programs and you want the updated rules to
be
retroactively applied to loyalty cards that have already been issued. This process can be run as a batch
process or
for individual cards
1050 (loyalty information) :-
Click Retail > Periodic > Data
distribution > Distribution schedule.
Run this process to send the loyalty
configuration data from Microsoft Dynamics AX to the retail stores.
