Loyalty at checkout

Attaching a customer to a sale in Bitta Retail POS links the sale to that customer's history, account and loyalty memberships. At the register you find or create the customer; the register enrolls them in eligible loyalty programs and shows their balance, earning is calculated when the sale completes, and rewards are redeemed on the Tender screen. Program setup, rules and balance corrections are administrator work, covered in Loyalty programs.

Prerequisites

• The BAA POS - User permission set.
• A register profile whose Customer Requirement is Optional or Required, so the Customer button is shown. The profile templates set Optional; a profile created by hand starts at Not Used, which hides the button. Required marks the button with an asterisk.
• For loyalty: at least one loyalty program with status Active. The demo loyalty programs are created as Draft and do nothing until an administrator activates them.

Attach a customer to the sale

1. Tap Customer on the register.
2. The Select POS Customer lookup lists active, unblocked POS customers. Type in Find customer to search by number, name, phone, email, loyalty card or the linked Business Central customer number, then select the customer.

To add someone new, choose New Customer, fill in Name, Phone No. and Email, and choose Save Customer. The new customer is created and attached to the sale.

3. The sale now carries the customer. When the register profile has Customer History on (the profile templates turn it on), the status bar shows a customer chip with the customer's name; when the customer holds active loyalty memberships, a Loyalty chip shows the number of memberships.

When you attach a customer, open sale lines are repriced for any tier benefits that customer qualifies for.

The cash customer

When you do not attach anyone, the sale uses the cash customer: the store's Cash Customer No., or the one on POS Setup when the store has none. The register shows no customer chip for the cash customer, and the cash customer can never be enrolled in a loyalty program.

Customer details

Tap the customer chip to open a read-only details panel. It needs Customer History on the register profile, which is on in the default template. The panel shows:

• the customer's name, phone, email, loyalty card and notes;
• Credit & account: the Business Central balance, the Business Central credit limit and the available credit. The on-account credit check can differ: it uses the POS Credit Limit when one is set and also counts unposted POS charges (see On-account sales);
• Lifetime: the number of completed sales, total spend, average basket, and first and last visit;
• Open documents: counts of open Business Central sales orders and quotes;
• Recent purchases: the last 10 completed sales, newest first.

Credit & account and Open documents appear only when the POS customer is linked to a Business Central customer. Linking is also what allows On-account sales.

Loyalty enrollment

When you attach a customer, the register enrolls them in every Active program whose Enrollment Policy is Auto On Customer Selection and that they do not already belong to. Enrollment happens once; attaching the same customer again does not create a second membership. Programs with the Manual policy are enrolled by an administrator from the loyalty program card.

Show the loyalty balance

The Loyalty chip in the status bar summarizes every active membership: the program, the current Tier for tier programs, the Available balance, any Debt, and the Next expiry date. Hover over the chip to read the details, or tap it to open the customer details panel.

Earning

There is nothing to key in. When the sale completes, Bitta Retail POS calculates the earning for each membership from the program's rules and records it with the sale. The normal receipt prints the frozen loyalty detail for the sale; a gift receipt leaves it out.

Redeem a reward

1. With the member attached, tap Tender.
2. When the member has something redeemable, the Tender screen shows a Loyalty block above the tender methods:
   • a value redemption button, shown as the program name followed by apply and the amount, for Points, Visit/Stamp value rewards or Cashback;
   • an item reward button, shown as the program name followed by the reward quantity and item number, for an earned free item.
3. Tap the offer. A value redemption is added as a payment through the program's voucher tender method; an item reward adds a protected reward line for the item. Take the rest of the payment as usual.

The offers are calculated on the server from the member's balance, so the register only offers what the balance supports. The buttons are unavailable once the sale is fully paid or while a card payment is in progress.

What's next

Record cash that enters or leaves the drawer without a sale: Pay-ins and pay-outs. Register profile settings that show or hide these buttons are listed in Setups by store type.