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# coreSTORE - Sales: How to Set Up the Customer Loyalty Point System


# 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: 

![Enable Loyalty Step 1 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_65b6bz.png)

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

![Enable Loyalty Step 2 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_1abmm75.png)

3. Click Save.

![Enable Loyalty Step 3 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_fzkjni.png)

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.

![Simple Loyalty Options Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_10obaeu.png)

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

![Sales To Discount Screenshot 1](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_1g371hv.png)

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.

![Sales To Discount Screenshot 2](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_wnasb4.png)

# 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**.

![Advanced Loyalty Options Screenshot 1](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_r0tiez.png)

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.

![Advanced Loyalty Options Screenshot 2](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_1m93isb.png)

### Identifying and Using Points on a Sale
When you add a customer to a sale it will tell you how many points are available.

![Identify Points Screenshot 1](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_1td438m.png)

###### 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.

![Payment Types Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_1xcgubi.png)

###### 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.

![Use Points Screenshot 1 ](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_snwi64.png)

![Use Points Screenshot 2](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_ep78qc.png)

# 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.

![Disable Customer Loyalty Per Customer Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_1lfaue7.png)