Add Accumulation Automations (Points/Credit)

Accumulation automations determine how many points or credit a member accumulates for their purchases. For example, if a member accumulates 10% on their purchases, they would earn 10 points if they spend $100. What's more, you can create different accumulation rules based on member or purchase attributes, or for particular items in the purchase.

Note: Complicated accumulation settings should be tested and verified with the POS company operating in the business to verify all fields that the automation is based on are transferred correctly.

 

Default Settings

These settings determine what the accumulation will be if you don't add any conditions or if the conditions don't apply.

Field Description
Default Multiplier Purchase total sum x multiplier = number of points/credit accumulated

Ex: For members to accumulate 15% on their purchases, enter 0.15 for the multiplier.
Default Constant Fixed number of points/credit that's added, regardless of the purchase total
Accumulation Type Accumulate points, credit or default (what you selected in Point/Credit Settings for Submit Purchase)





Membership/Purchase Conditions

Create different accumulation rules for the entire purchase based on specific membership or purchase attributes. Membership attributes include a member's tag, home branch ID, number of points, and birthday month. Purchase attributes include the purchase's total sum, branch ID, and POS ID. In general, these conditions can be used to provide different accumulation rules for different branches, greater rewards to VIP members or big spenders, etc. For example, if the member is tagged student and the purchase total is above $100, add points according to a multiplier of 0.10. 

 

Item Conditions

Create different accumulation rules for specific items in the purchase based on item attributes, including item code, item price, department code, etc. For example, you can prevent members from accumulating points/credit on specific items like cigarettes or alcohol. Or you can create different accumulation rules based on items that were purchased from a specific department (such as furniture items accumulate 10%, while appliances accumulate 15%).

 

Accumulation Rules & Conditions

Acccumulation rules are made up of a condition (or even multiple conditions) and an accumulation rate (specified by the multiplier/constant and type). For example, if the member spends over $100 (condition), they accumulate 15% on their purchase using a multiplier of 0.15 (accumulation rate).


Combine Conditions

You can add multiple conditions for the same rule. For example, if the member is tagged VIP and the purchase total is over 100, accumulate using a multiplier of 0.10. You can combine conditions in two ways, using AND or OR.

Operator Description Example
AND All conditions must be satisfied Only if a member is both tagged VIP AND spends over $100, accumulate using a multiplier of 0.10.
OR Only one condition must be satisfied If a member is tagged VIP OR if they spend over $100, accumulate using a multiplier of 0.10.


 


Combine Rules

Combine different accumulation rules that apply to the same purchase using the Type for the accumulation rate. For example, if an accumulation rule applies to VIP members and another rule applies to purchases at the east branch, the type determine the accumulation rate if a VIP member makes a purchase at the east branch. The type also determines how the accumulation rules are combined with the default settings.

Type Description Example
Max Highest accumulation rate is used

Default Multiplier is 0.05
Rule 1: Multiplier is 0.10 (Max)
Rule 2: Multiplier is 0.20 (Max)

Accumulation Rate is 0.20

Add Accumulation rates are added 

Default Multiplier is 0.05
Rule 1: Multiplier is 0.10 (Add)
Rule 2: Multiplier is 0.20 (Add)

Accumulation Rate is 0.35

Replace First accumulation rate using the Replace type is used 

Default Multiplier is 0.05
Rule 1: Multiplier is 0.10 (Replace)
Rule 2: Multiplier is 0.20 (Replace)

Accumulation Rate is 0.10



 

Create Accumulation Automations


Note: To use an accumulation automation, you need to select New (Accumulation Automation) as the Accumulation Version (from Operation > Settings > Point/Credit Settings). 


To create an accumulation automation:

  1. Create an automation triggered when member Makes a Purchase.



  2. Click Add Action and select Point/Credit Accumulation.



  3. Add the default settings: default multiplier or default constant, and the accumulation type.



  4. (Optional) Add accumulation rules based on member/purchase conditions or item conditions.
    1. Click Add Rule.



    2. Add the multiplier or constant, and the type.



    3. Add the conditions for the accumulation rate:
      1. Click Add Condition.



      2. Select the field, relational operator (=, <, >, contains, etc.) and the value.



      3. To add more conditions to this rule, click +

        Note: Remember when combining conditions, to select how they're combined (AND or OR).



  5. After adding accumulations rules, click Save.

 

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