Discover the new points management feature

Keeping a customer satisfied is not always easy. You can use various strategies, but you will find that only some of them get results.

Points management is a feature you can use to build customer loyalty, and ourives now lets you do this automatically.

How do I set it up?
Start by configuring the rules: go to CRM → Settings, tick the Enable points system option, and choose whether it should apply to VAT-inclusive amounts. Then set how many euros are needed to earn 1 point.

Example: A €100 purchase earns 10 points. Those 10 points can be worth a €1 discount.

How does it work day to day?
When you issue a document, the system adds points, which are visible both in the Points tab of the customer record and in Sales when you issue a new document to the customer.

How do I redeem points?
In Retail Sale, you will find a Points button at the bottom of the screen; click it and the system shows the available points, and you can enter how many you want to use on the invoice.

Advantages of using a points system in your jewellery shop:
A loyalty programme aims to improve sales results. It also builds customer loyalty by offering benefits whenever they visit your jewellery shop.