Simple Vs. Advanced Loyalty Point Program

We offer two ways to set up Customer Loyalty in CoreSTORE. The two options are "Simple" and "Advanced". This document describes how they both work. Both these systems are great ways to make sure you keep customers coming back!

Enable Customer Loyalty System

1. Click on Settings in the Company sub-menu:

2. Click on Customer Loyalty in the column under the search on the left. Then check the box labeled Enable Customer Loyalty System:

3. Click Save.

After checking the Enable Customer Loyalty System checkbox, the Loyalty Program Option will appear for Simple and Advanced. Choose either Simple or Advanced.

Simple

The simple system allows for a discount percent to be rewarded once a certain number of sales have been met. The required input for this is Number Of Sales For Discount and Discount Percent Earned When Reaching Sales. Fill in these required fields and it is all setup.

When you add a customer to a sale it will tell you how many sales are required until the discount is reached.

Once the number of sales is met; there will be a redeem button next to the customer's name. This will then apply the discount to the sale.

Advanced

The advanced system allows for a point-based system for more complex rewards system. Points are converted into cash and can be used at any time.

The advanced integration has two required settings: Spend Amount To Point Ratio and Point Value.

The spend the point ratio is how much money needs to be spent to earn one point. For example, you could set the ratio to 10:1. This means for every $10 spent they would get 1 point. The point value means how much a point is worth (in your selected currency) in actual currency when it is redeemed.

The additional option of "Loyalty Points Earned Not Including Tax" excludes tax from the loyalty points actual calculation.

In this example we will award 1 point for every 10 dollars. With a 10% tax a $100 purchase would grant 10 points with the Loyalty Points Earned Not Including Tax option selected. With the Loyalty Points Earned Not Including Tax not having been selected with the same sale the customer would earn 11 points.

Identifying and Using Points on a Sale

When you add a customer to a sale it will tell you how many points are available.

Add Points as Payment Type

To use points a new payment type "Points" will be added. Click on Company > Settings and choose Payment Types. The first settings on the right, after you click Payment Types you will see several buttons. If they are green, they are active, if they are red with a strike through the name, they are inactive. If inactive, activate Points and save the settings.

Use Points In Sale

After you have attached a customer to a sale, you would just type in the number of points you want to use and the system will automatically figure out how much in currency to use. Choose how many points to redeem and add as a payment to the sale.

Disable Customer Loyalty on a Per Customer Basis

You can now disable customer loyalty on a per customer basis by editing the customer from the Customers View.

Updated on: 04/22/2025