en

Knowledge

  1. Home
  2. Knowledge
  3. Customer Loyalty and Memberships module for Perfex CRM

Get bonus points from order or invoice

  • Last Created On Jul 04, 2023
  • 367
0 0
  • Step 1. Create the Loyalty rule



  • Step 2. Create the POS order of Portal order or Sale invoice 

  • Step 3. Make full payment for this bill

    Points that customers receive will be calculated according to Total Paid
    According to the program in step 1. every $10 counts 1 point, So $11,560 gets 1156 point, 
  • Step 4. To see how many points this customer has received for each transaction, go to menu Users -> View transaction


    Select the Transactions tab 

Views: 367

Recent Articles

  • Updated Feature in Version 1.0.3 of the...
    102
  • SMS Notifications for Vendor Registratio...
    94
  • Updated Feature in Version 1.1.4 of the...
    82
  • How to Create Custom Fields for the Logi...
    90
  • Temp Staffing Module - Clients Portal
    85

Popular Articles

  • Warehouse
    2241
  • Item Settings
    1836
  • General Accounting Settings
    1579
  • Plaid environment & Setup Your Bank Acco...
    1575
  • Inventory Receiving Voucher
    1363