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Customer Rewards Program

The Customer Rewards Program form is where you setup your rewards level.  In this form enter all various point levels.

Details Tab

1.The Member Level field is used to enter any name you wish to describe the rewards level.  Click the delete button before this field to delete a line item.

2.The Minimum Amount Spent field is used to enter the minimum amount the customer is required to spend to reach this level.

3.The Maximum Amount Spent field is used to enter the maximum amount the customer is required to spend before moving to the next level.

4.The Points per Amount Spent field is used to enter the number of reward points the customer receives at each level.

5.The Point per Value Amount field is used to enter the cash equivalent of the total points accumulated.

6.The Per Point field is used to enter a point value you can assign to divide the total accumulated number of points before assigning the Point Value Amount.

7.The 3 Yes/No check boxes that follow are user definable and can be captioned in any way you would want it to be.   You may do this in the Customer Rewards Program Options form.  This form can be opened by clicking on the Option button.

Toolbar Buttons

Toolbar Buttons are displayed at the top of the form and perform actions on the current record like adding, deleting or saving.

Bullet PointThe New button will move your cursor to a new line item where you can enter new rewards level.

Bullet PointThe Save button will save the changes made.

Bullet PointThe Undo button will cancel out the last change/s done to the record reverting it to its older state.

Bullet PointThe Option button will open the Customer Rewards Program Options form where you can modify the caption of the 3 Yes/No checkbox.

Bullet PointThe Process button will open the Process Customer Rewards form where you can calculate the rewards for all the customers based on a specified year and customer.

Bullet PointThe Close button will close the Customer Rewards Program  form.

Bullet PointPress F1 or click F1-Help button in the Status bar for help on how to use the Customer Rewards Program form.

 


Related Topics

Customer Rewards

Create Customer Rewards Checks