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--- guides:general:loyaltyprogramusage:loyaltygroups [2011/01/17 08:59]
markphillips created
+++ guides:general:loyaltyprogramusage:loyaltygroups [2018/12/23 12:17] (current)
@@ Line 1: / Line 1: @@
 ====== Loyalty Group ======
+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.
+====== Sections ======
-===== Special Features:=====
+  - [[:guides:general:loyaltyprogramusage:loyaltygroups#Group Setup]]
+  - [[:guides:general:loyaltyprogramusage:loyaltygroups#Using the Loyalty Program in the POS]]
+====== Group Setup ======
+From the Office (Main Menu) - Menu Service - Loyalty Groups
+  - Add New Group
+  - Name it 'Up to 8 oz Free'
+  - Group Type - Free Item
+  - QTY - 80
+  - Discount - 0
+  - Start Date - Yesterday's Date
+Image shown below\\
+{{:guides:general:loyaltyprogramusage:uptoloyalty:groupsetup1.png|}}
+====== Item Setup ======
+  - 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)
+See picture below.
+{{:guides:general:loyaltyprogramusage:uptoloyalty:groupfroyofreeitem.png|}}
+  * Then remove the item from the menu layout.
+Press View Group Items from the Toolbar\\
+  - 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
+{{:guides:general:loyaltyprogramusage:uptoloyalty:groupitemsetup.png|}}
+====== Using the Loyalty Program in the POS ======
+The loyalty program applies it self naturally during the order process.
+  - Start a new order
+  - Assign a customer
+  - Add Items
+  - Close the order
+  - Repeat
+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 +/-'
+The following screen shots depict the transactions.
+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.\\
+{{:guides:general:loyaltyprogramusage:uptoloyalty:groupitemspurchased1.png|}}
+The total has been exceed, the 'Free Item' button presents the cashier with the free item selection window.\\
+{{:guides:general:loyaltyprogramusage:uptoloyalty:groupitemspurchased2.png|}}
+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|}}
-  * For weighted items, you may make a "UP To" Discount feature that allows you to discount a certain amount of the weight off. So for example, if your discount is for up to 8 oz free, you can set up and item that doesn't charge for the first 8 ounces. To use, place the value you are subtracting in the "Price +/-" field in the menu layout. Input it as a negative value.
-  *  Option for Choosing items that can be discounted, and items that are just calculated in the loyalty group program
-{{:loyalty-newfeature1.png|}}

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