Setting Up Products for the Customer Points Program

Use the Customer Points Program as an incentive for customers to purchase a target dollar amount of selected products.

Set up products for the program by assigning a points-per-dollar multiplier or percentage to the product record. The system multiplies the actual dollars sold of the product – for stock sales and direct shipment sales – by the multiplier or percentage to determine the points the customer earns.

Note: Points program parameters set at the product level override those set at the price line level.

Before assigning points to a price line, set up points programs in the Valid Customer Points Programs control maintenance record.

To set up a product for the Customer Points Program:

From the Files menu, select Product to display the Product Maintenance screen.
Display the product record to set up for the Customer Points Program.
Use the Points hot key to display the Points Program screen.
In the Program field, do one of the following to assign a points program to the product record:

Press F10 and select an existing points program.
Leave the field blank to use the points program that was in existence before the multiple points program functionality was added.

In the Calc Method field, press F10 and select one of the following to determine how to calculate points:

Multiplier – Stock and Direct column entries are used as single decimals. For example, .2 = 20 percent.
Percentage – Stock and Direct column entries are used as whole numbers. For example, 50 = 50 dollars.

Use the Hierarchy hot key to select the branch hierarchy to use for the points program.

All territories that contain that branch display in the Branch/Terr column below the branch, and in territory priority order.

Note: Use the Find hot key as necessary to locate a branch that may be in the list, but not in the viewable area.

In the Stock column, for each branch, enter the value a customer must reach in stock sales to fulfill the points requirement.
In the Direct column, for each branch, enter the value a customer must reach in direct shipments to fulfill the points requirement.

Press Esc to save changes and exit the screen.