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guides:general:loyaltyprogramusage:loyaltygroups [2011/01/24 07:31] markphillips |
guides:general:loyaltyprogramusage:loyaltygroups [2018/12/23 12:17] |
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- | ====== Loyalty Group ====== | ||
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- | This type of loyalty group allows you to set up an item that removes the quantity of weight from a sale. This example we use in this article is, buy 80 oz of yogurt, receive 4 oz free. | ||
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- | ====== Sections ====== | ||
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- | - [[general:loyaltyprogramusage:loyaltygroups#Group Setup]] | ||
- | - [[general:loyaltyprogramusage:loyaltygroups#Using the Loyalty Program in the POS]] | ||
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- | ====== Group Setup ====== | ||
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- | From the Office (Main Menu) - Menu Service - Loyalty Groups | ||
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- | - Add New Group | ||
- | - Name it 'Up to 8 oz Free' | ||
- | - Group Type - Free Item | ||
- | - QTY - 80 | ||
- | - Discount - 0 | ||
- | - Start Date - Yesterday's Date | ||
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- | Image shown below\\ | ||
- | {{:guides:general:loyaltyprogramusage:uptoloyalty:groupsetup1.png|}} | ||
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- | ====== Item Setup ====== | ||
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- | - Close the Loyalty Group window. | ||
- | - Go to Menu Center - Menu Layout | ||
- | - Add a New menu Item - 'Fro Yo 4 oz Free' | ||
- | - Set the price of the item to be the same as your 'Frozen Yogurt' | ||
- | - Add the Item to the menu | ||
- | - From the 'Item Detail Section, set the 'Price +/-' field value to -4 (this indicates -4 oz to the system) | ||
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- | See picture below. | ||
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- | {{:guides:general:loyaltyprogramusage:uptoloyalty:groupfroyofreeitem.png|}} | ||
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- | * Then remove the item from the menu layout. | ||
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- | Press View Group Items from the Toolbar\\ | ||
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- | - Select the items from the right -Use weighted items, we used Frozen Yogurt | ||
- | - Select the Free Item - 'Fro Yo 4 oz free' | ||
- | - Set the 'Fro Yo 4 oz Free' item to 'Do Not Calc' | ||
- | - Set the 'Fro Yo 4 oz Free' to Offer Free | ||
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- | {{:guides:general:loyaltyprogramusage:uptoloyalty:groupitemsetup.png|}} | ||
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- | ====== Using the Loyalty Program in the POS ====== | ||
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- | The loyalty program applies it self naturally during the order process. | ||
- | - Start a new order | ||
- | - Assign a customer | ||
- | - Add Items | ||
- | - Close the order | ||
- | - Repeat | ||
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- | Once the quantity of the group has been reached, a free item button will appear. The button will offer a 'Fro Yo 4 oz Free' item. Select the Fro Yo 4 oz Free item, it will apply the net weight of the frozen yogurt minus the four ounces assigned by the menu layout field 'Price +/-' | ||
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- | The following screen shots depict the transactions. | ||
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- | A contact is added to the order, and frozen yogurt is purchased from the loyalty group. Several Orders on, there is 60 oz of yogurt purchased towards the program.\\ | ||
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- | {{:guides:general:loyaltyprogramusage:uptoloyalty:groupitemspurchased1.png|}} | ||
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- | The total has been exceed, the 'Free Item' button presents the cashier with the free item selection window.\\ | ||
- | {{:guides:general:loyaltyprogramusage:uptoloyalty:groupitemspurchased2.png|}} | ||
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- | The 'Fro Yo 4 oz Free' item was selected and added to the order. Note the weight on the scale, and the weight charged the Fro Yo 4 oz Free, 4oz has been subtracted.\\ | ||
- | {{:guides:general:loyaltyprogramusage:uptoloyalty:groupitemspurchased3.png|}} | ||
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