Customer Points Overview

You can promote sales by rewarding customers for purchasing a target dollar amount of a product, products within a price line, or products within a sell group.

Points programs must be set up for each customer who can participate in the program. If you create multiple points programs that include many of the same products and price lines, you can assign points programs to products and price lines to keep the points allocations consistent among the different points programs.

When you assign points programs to products, price lines, and customers, product-level points criteria override price line-level points criteria, and product and price line level points criteria override customer-level points criteria, unless you create an override at the customer level. If no points criteria are entered at the customer level, regardless of points settings at the product or price line level, customers do not earn points.

You can add another level to the points program by defining a qualifying target within a customer's points program. A customer's points program can include numerous products, some listed as qualifying and others as not qualifying. Assigning a qualifying target requires that customers accrue a defined amount of qualifying points, as well as accrue the points required for the minimum target to receive the points program's reward.

See Also:

Assigning Points Programs to Customers

Viewing and Editing Customer Points

Setup Requirements for Customer Points Programs

Printing Points Statements and Reports

Setting Up Products for the Customer Points Program

Creating Points Programs for Products in a Price Line