Assigning Points Programs to Customers

After you define the products,price lines, or price groups for which a customer can earn points and the periods during which the points can be earned, you can set up customers to earn points each time they purchase the affected products. You can also save a customer's data as a template and reuse it for other customer records.

The customer points program's names are defined in the Valid Customer Points Programscontrol maintenance record. Assign the CUST.POINTSauthorization key to users who will access and edit the Points Maintenance dialog box and print the Customer Points Report.

The following procedures are described in this topic:

Setting up customer points
Editing the customer's product list in Customer Points

To assign points programs to a customer:

From the Maintenance menu, select Customer to display the Customer Maintenance window.
In the Customer field, enter the bill-to customer ID for whom points will accrue to display the customer record. If you assign points programs to ship-to only customers, those points will accrue only for the associated bill-to customers.
Select Orders >Points Maintenance to display the Customer Point Maintenance dialog box.

Field	Description
Program	Select a points program. You can assign as many points programs to a customer as you want, but each points program is maintained on its own Customer Point Maintenance dialog box. Points programs are defined in the Valid Customer Points Programs control maintenance record.
Minimum Target	Enter the lowest number of points that the customer needs to accumulate to qualify for a reward. The customer earns points based on a dollar amount spent for any products in the customer's points program, as listed in the body of this screen. When you enter a value in the Qualifying Target field, the customer must accumulate points for both the minimum target and the qualifying target before they can receive a reward. Set products as qualifying products by entering Y in the Qual column for those products. Note: If you save this customer points setup as a template and later change a dollar value of the target, the new value is not saved in the original template. Select Edit >Save Template to save the information on a new template to reuse the target value.
Qualifying Target	Enter the minimum number of points the customer needs to accumulate to receive a reward. Use this field only if you also use the Minimum Target field. See Setting Up Levels of Qualifying Points for more information.
ALL, DESC, /Price Line, !Group	Enter products, as follows: All - Enter ALL if you allow the customer to earn points for all products. Desc - Enter a product description if you allow the customer to earn points for purchasing. /Prc Line - Enter a price line to allow the customer to earn points for purchasing products in that price line. Type a slash ( / ) or a slash followed by a partial name to display a list of price lines. !Group - Enter a price group to allow the customer to earn points for purchasing products in that price group. Type an exclamation point ( ! ), or an exclamation point followed by a partial name to display a list of price groups. If a product is associated with more that one line on the dialog box: The line for a product overrides the line for a price line to which that product belongs. The line for a price line overrides the line for a price group to which that price line belongs. The line for a price group overrides the line for ALL. If you enter two lines for the same product, price line, or price group, the system uses the line whose effective date is closest to the current date and has not expired.
Type	Select one of the following: * Multiplier - The numbers entered in the Stock Sale and Direct Sale fields are calculated as multipliers. % Percentage - The numbers entered in the Stock Sale and Direct Sale fields are calculated as percentages.
Stock Sale	Enter a multiplier or percentage for a stock sale of this product. The system multiplies this value times the dollar amount of the product sold to determine points earned.
Direct Sale	Enter a multiplier or percentage for a direct sale of this product. The system multiplies this value times the dollar amount of the product sold to determine points earned. Note: For the Stock Sale and Direct Sale fields, multipliers can use a single decimal place. Percentages must be whole numbers. The entry in the Type field determines the placement of the decimal point.
Effective Date	Enter the date the customer can begin accumulating points for buying the products on this line item.
Expire Date	Enter the date past which the customer can no longer accumulate points for buying the products on this line item.

Select the Overridecheck box for each line item for the system to use the multiplier or percentage on this dialog box, regardless of whether multipliers or percentages were entered at the product or price line level.

If left unchecked, the system uses the multiplier or percentage entered at the product level:

If one was entered at the product or price line level the system ignores multipliers or percentages entered on this dialog box.
If the product level has no multiplier or percentage, the system uses the multiplier or percentage entered at the price line level.
If the price line has no multiplier or percentage, the system uses the multiplier or percentage entered on this dialog box.
If there is no multiplier or percentage on this dialog box, the customer does not earn points.

Select the Qualifycheck box if the line item contributes to this point program's qualifying points. If not, leave the option unchecked.
To save the list of products, price lines, and price groups as a template, select File >Save Template. At the Enter Save ID prompt, enter a name for the template and click OK. You can then apply this template to other points programs by entering that name in the Template field.
Save the settings and exit the dialog box.

To edit the product list in Customer Points:

From the Maintenance menu, select Customer to display the Customer Maintenance window.
In the Customer field, enter the customer's name to display the customer record.
Select Orders >Points Maintenance to display the Customer Point Maintenance dialog box.
Do one of the following to edit the product list:

If products, price lines, price groups, or All display without a template name in the Template field, you can edit the body of the dialog box.
If a template was used, delete the template name from the Template field.
If nothing displays in the list, enter products, price lines, or price groups in the body of the dialog box and enter date ranges and multipliers, if necessary. When finished editing the data, do one of the following:

Select File >Save Template to save the data as a template that you can use to create a points program for other customer records.
Exit this dialog box and save the data for this customer only.

In the Template field, select a previously saved template. Exit this dialog box and use the displayed data for this customer.

Select Edit >Find Product to enter a product description and search for a product in the list. If the product is found, the cursor displays on that line.
Select Edit > Copy Line to copy the current line to the following line.
Save your changes and exit the dialog box.