Loyalty is a good system to encourage loyalty and recurrence of customers to our business. With it we reward their purchases, we recommend products and we can even wake up those who are inactive.
There are different systems of customer loyalty, one of the most recommended is the ACCUMULATION OF BALANCE per purchase. To enable it in Stockagile you need to contact our support team.
Once activated, go to More > Configuration in the side menu of the panel and scroll down the Configuration sidebar, in the Retail group, until you reach Loyalty.
If you want your customers to accumulate credit for their purchases: Activate the toggle "Activate balance accumulation for customers".
Define in the box the percentage of accumulation per unit of product. We recommend a percentage value between 0.5% and 1%.
If you want that every time a customer makes a purchase he/she accumulates credit, without being an inconvenience that he/she is already spending previously accumulated credit: Activate the toggle "Activate accumulation of balance in sales that discount balance".
Example: A customer makes a purchase for 20€ and wants to spend his 10€ of accumulated balance. The total to pay will be 10€ and will accumulate the % that we have predefined in the Loyalty configuration proportional to the final expense of 10€.If you want a rounding of 0 or 5 to be applied every time a balance is accumulated: Activate the toggle "Enable rounding of loyalty points to 0 or 5 cents".
If you want a minimum amount to use the balance (Balance spending rules > Minimum amount to spend from balance)
If you want a multiple of the amount to use the balance
Loyalty by Category: In this section, you can define the accumulation percentage based on product categories. To do this, click on the magnifying glass with the "+" icon to add the category, then set the percentage in the box. Changes will be saved automatically. You can edit multiple categories at once by clicking the boxes, then selecting the pencil icon that appears at the top right.
Step 1: Balance matching activation screen.
Loyalty system by client
If you want to reward or favor a customer with a greater specific discount for them, go to Contacts > Contacts in the left side menu and choose the customer to whom you want to give a different % accumulation than the global one. In the contact side menu you will find the Loyalty section at the end. Inside you will find two windows:
In Record of movements you will find a table with the contact's balance movements, you can edit the table by filtering, moving, adding and removing columns. You can also print the view in CSV.
In Details you can edit the custom % and reset it to the same value as the rest of the company by clicking RESET PERCENTAGE.
To apply the BALANCE ACCUMULATION per purchase go to Retail in the left menu of the panel and select Sell. Perform the sale process and select a customer, you will see on the right side margin the purchase RECEIPT and a yellow button to apply the CUSTOMER'S BALANCE.
If you select APPLY BALANCE the customer's loyalty discount will be subtracted.
If you do not select APPLY BALANCE the customer will not receive a discount on this purchase.
Stockagile allows you to use these options on products that have customized prices or promotions. If the customer wishes to make a RETURN go to Retail and click on the Sales tab. Select the SALE and follow the steps to make a return. You will notice that the refund is made on the amount paid with the balance discount applied and that the customer recovers the balance used in the purchase.
Window in the sales process applying balance
Window in the sales process removing balance
Steps to import a customer's balance
If you already have a record of the balance of a client who has not started in Stockagile, you can integrate that field in the contact import.
Go to Contacts in the left-hand side menu.
Click the "Import contacts" button at the top right.
A pop-up window will appear where you can download an Excel template.
⚠️ Note: You can only import contacts of one type at a time.
In the template, you should enter the balance you want to import in column N, using the currency configured at the company level.
⚠️ Note: You only need to enter the desired amount, for example: 3,24
Once you’ve filled in the fields, attach the file in the same pop-up window with the necessary changes and select the contact type
A message will appear confirming that the import was successful and showing the number of contacts imported.
To verify, go to the Customer type CONTACT profile, and in the loyalty section, you’ll be able to confirm that the balance was successfully imported.