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
  • 469
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: 469

Recent Articles

  • Complete Permission Map, FAQ, Troublesho...
    25
  • Approvals, Audit & Usage: Conditional Ad...
    26
  • Providers and Task Model Routes
    27
  • Tools Registry: Tool Contract, Permissio...
    25
  • Knowledge Base Governance: Modules, Assi...
    21

Popular Articles

  • Connect your X (Twitter) account and Syn...
    3383
  • Warehouse
    2734
  • Item Settings
    2301
  • X (Twitter) Analytics
    2161
  • Plaid environment & Setup Your Bank Acco...
    2069