Loyalty Transactions

Loyalty transactions can be managed directly through the point of sale terminals, allowing you to assign cards, check balances, and redeem rewards. To activate the loyalty feature, complete the setup on the following page.

Requirements

The following requirements are needed for loyalty transactions to be processed:

• Configuration of Loyalty completed

• Token and Password generated from Launchpad

• Loyalty card number prefix information

Setup

Head Office Site Master

POS Integration Configuration

Follow these steps to configure the plugin information:

1. From the Plugin drop down select iZone

2. Enter the following required information

   • Token - enter the token as provided from Launchpad

   • Password - enter the token as provided from Launchpad

   • POS Web Service Address / Loyalty Web Service Address / Gift Web Service Address / Marketing Web Service Address - enter the following URL

     • Production Accounts: https://loyalty.izone-app.com/v1/poshub/

     • Staging Accounts: https://loyalty.izone-staging.com/v1/poshub/

3. If required select the following (optional)

   • Mask Card Number - if selected the card number will not be displayed on any printed materials

4. Click Save

5. Repeat for all required Sites

Theme Settings

Loyalty Buttons

Follow these steps to add loyalty buttons:

1. Select the required Theme Panel Design or Shared Panel where the buttons should be added

2. From the Button Picker | Other Lists | iZone add the following buttons

   • Assign iZone Account

     • Enables a POS operator to open the assignment dialog on the terminal where a card can be scanned or swipped

   • Redeem iZone Account

     • Enables a POS operator to perform a redemption of a prize / reward

   • iZone Balance Check (optional)

     • Enables a POS operator to check the balance of a loyalty account

   • Cancel Loyalty Prize

     • Enables a POS operator to reverse a prize / reward redemption

   Zonal recommends to update the name of the buttons using the override text so that POS operators understand their usage

3. Click Save

Local Panels for Trigger & Other Loyalty Related Buttons

When loyalty rewards trigger a promotion or discount, the associated products that activate these rewards must be added to a theme panel design. This ensures that, during the redemption process, the point of sale terminal can automatically apply the relevant products or discounts to the order. If these products are not included in the theme panel, the transaction will fail.

Further information on creating manually activated promotions can be found here, and additional details on adding trigger products that activate the promotion are available here.

Specified Discounts

To allow Loyalty to apply discount rules or redeem currency on the point of sale, two discounts must be created and assigned to CLM Specified Discounts.

Follow these steps to add discounts:

1. Click Add

2. From the Product Structure Tree on the left, select all Divisions

3. Configure the Discount settings

   • Name

     • Loyalty Item Disc

     • Loyalty Currency

   • Discount Type

     • Open Amount

4. Click OK

5. Assign the discounts as follows

   Current Discount → Loyalty Currency

   External Amount Discount → Loyalty Item Disc

   External Rate Discount → Loyalty Item Disc

6. Click Save

7. Repeat for all required Sites

   Zonal recommends either using Site Select option in Base Data or Control+Click on multiple sites and apply the discount updates in bulk

Prefixes

For the point of sale terminal to recognise loyalty cards and perform the appropriate actions when they are swiped or scanned, the prefix groups must be updated to match the specified number of digits that make up the card prefix.

For more information on managing prefixes click here to view the prefix setup help guide.

Other Setup

Site Master Site

• POS Integration - 1.52.0 or above installed with Zonal Loyalty Plugin

  Requests for POS Integration installation should be made to your Zonal Account Representative