[Revised Dec 2015]
Club Setup within RxOne is in 3 parts
1. Decide on reward to be given for purchases. ( Free Gift or Voucher ). If it is a voucher, prepare a stock card (below).
2. Set up club to your requirements. Including adding items to be included.
3. Enter members. If transferred from an existing club, enter totals to bring up to date. Loyalty cards can be printed.
To create a Stock Card for Voucher (only if using vouchers)
Go to stock cards New Card - say 'No' to 'Dispensed as a Drug?'
Enter the name 'Gift Voucher Loyalty $10' or something like that. NB The name must have the words "Gift Voucher" in it, otherwise it won't print a gift voucher after you finish a sale
Ctrl + G to generate a PLU
Product Group, Sub Group, Pos Message, Interaction Category, Barcode & Supplier can all be left Blank.
Club will be attended to later.
- Stock Options - Put a tick in Pos Lookup only
Cost Price $8.70 Markup 0 Retail $10.00
Exit Record the Changes.
Set up Club
Go to Tools - Clubs - Edit Club Settings - Add Club.
Enter Club Name Loyalty Club
Choose from Retail Price of Club items Purchased
Add
Action Name Gift Voucher
Trigger Point $100g
Club vouchers should not be confused with external discount vouchers.
If voucher Specific free gift and Type in Voucher to find the stock item Voucher Loyalty $10 ( The gift will appear automatically in the sale when the trigger point is reached )
Reset when triggered.
You can press F2 for a suggested message but this is not necessary with a specific free gift.
OK
OK
Exit
You will now have a club set up, that after the customer has spent $100 a Voucher Loyalty $10 will appear as an item on the sale at 100% disc. Price $0. Give this after the sale has been completed. Voucher to be used on the next visit.
Options
• The ‘Options’ and ‘Other Options’ are not compulsory, they are additional options if you wish to use them to help setup your club
• If you do not want to give points to an discounted item, you can tick the option ‘No Points if item is discounted’ option
• You also have an option to set a minimum retail value to give points to Clubs
Other Options
• If you do not want to give point per dollar, you can use the option of ‘Give 1
point for every x dollars sold’
Allocate Items to the Club.
Go to Tools - Utilities - Stock utilities - Bulk Stock Edit Utility.
Not necessary to make a backup, but with bulk stock edit if you are doing a lot it is a good idea - But check that all your choices are correct before making the changes. There is the opportunity to undo last changes from Edit ( Top left hand corner ) if you make a mistake.
Leave the four options as 'All'.
Choose 'POS' under Stock Type to indicate that all shop items are to count towards loyalty reward.
Tick 'Active Stock' (if appropriate)
Click OK.
In the Select Option tab, Tick Set Club To and choose Loyalty Club
Tick Club Points and choose Retail
Have a browse down the stock list on the select items from the list in case there are some you don't want to count.. Highlight these and go to Edit and remove highlighted items.
When you are satisfied go back to Select Option and Click on All the Items Listed above then Make the changes.
All items you left on the list will count towards club points. Items chosen for a sale will have a Club next to them. If later you want to remove some items you can by choosing Club none.
Add New Club Members - During a sale
Add Club Members - In Bulk
Accepting Vouchers
The Voucher should be a Club Item. On giving the voucher the price is $0. When the Voucher is used by the customer accept it as an item returned. ( Sell -1 Voucher ) You could set up a hot key for this item.
As the Voucher is a club item the value on return will be deducted from the sale so that its value will not count towards the next club total.
Including scanned scripts in clubs
If you want to have scanned scripts included in a club, set this up by going to stock card, create a PoS card and under product name, type in "Club Scripts". Then select the club and also select the club points. Save changes. When a script is scanned in PoS for a customer that is in the assigned club, the points from the scanned script will be added to the customer's club total.
It is also possible to separate NSS and SS scripts, by setting up stock cards (as above) for
"Private club scripts" for NSS Scripts
"NHS club scripts" for SS Scripts
From March 2010 these can also be called "NSS club scripts" and "SS club scripts" respectively
Also refer to Including Scripts in Club
Family link
There is a utility to link other family members to the main club holder.
In POS, select ‘Edit Person Details’, search for the main club card holder, then click Family Details
Select ‘Add Family Member’ and add the names of those you want to link to this main club card holder.
Once done, any club sales from the linked members will be added to the family club total.
View Club History
When in ‘Edit Club’, you can view a club member’s club history by selecting the ‘View Club History’ button at the bottom of the screen.
Loyalty Cards
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