Currently, if a user needs to use loyalty points, a voucher must be created and issued to the customer. The customer then redeems the voucher in POS.

Following concept was discussed with "Grace Road".

1. When a loyalty customer is created, a card would be issued to the customers.
2. Scan the customer card in POS. This will validate the customer and their loyalty points.
3. When a sale is saved for a customer, the payment screen opens.
   1. This should have the payment option as "Loyalty Points" similar to "Cash"
   2. If cashier selects the option.
      1. Verify if the customer is a "Loyalty Customer". 
         1. This option should be not allowed for POSCASH.
      2. Verify the available points of the customer.
      3. Calculate the dollar value of the points.
      4. Update the payment amount in POS.
      5. Check the balance due. Assuming balance due is $10.00
         1. If the sale amount is $5.00and Loyalty Points dollar value is $5.00 -Complete Sale
         2. If the sale amount is $5.00and Loyalty Points dollar value is $2.00 - Allow users to select another payment method.
         3. If the sale amount is $5.00and Loyalty Points dollar value is $10.00 - Only update $5.00 from loyalty point
4. User should be able to change the amount calculated from loyalty points.
   1. Loyalty dollar value is calculated as $10.
   2. Payment Due is $10
   3. Customer wishes to pay $5 cash and $5 from loyalty points.
   4. Revert the unused points after the sale has been completed.

Hi Sanjay,

Assigned for approval 

Hi Sanjay

Can you make the following changes:

1. When a loyalty card is scanned, we need to apply loyalty discounts to existing items (already implemented) and any new items that are scanned.
2. When the payment method "Loyalty" is selected, use procedure name LT_POS_GetCustomerLoyaltyValue to get the available loyalty amount. The following rules apply:
   1. If the sale amount is less than "Loyalty Value" then display "Sale Amount"
   2. User can reduce the "loyalty payment amount"
   3. Cannot add multiple loyalty lines
3. When a sale completed, we create a loyalty redeem transaction and apply this to the transaction.

Regards
Alvis

Development work for this case has been completed.

The change will be available in version:11.4.0810

1. The following changes were made(Include Database object names, Program classes and any other relevant information):

1. When the payment method "Loyalty" is selected, use the procedure name LT_POS_GetCustomerLoyaltyValue to get the available loyalty amount. The following rules apply:
   1. If the sale amount is less than "Loyalty Value" then display "Sale Amount"
   2. User can reduce the "loyalty payment amount"
   3. Cannot add multiple loyalty lines

2. Affected Areas:

1. POS Payment Entry

3. The issue was caused by:

1. Improvement

4. Notes: 
5. Next Step: UAT

Development work for this case has been completed.

The change will be available in version:11.4.20191010

1. The following changes were made(Include Database object names, Program classes and any other relevant information):

1. The loyalty discount is only applied when the Loyalty card is scanned. If the customer is selected, loyalty points cannot be used and Loyalty discounts are not applied
2. Minimum profit margin is checked when applying loyalty discounts
3. Loyalty redemption is only applied when the Loyalty card is scanned
4. Loyalty adjustments changed to allow Points or Dollar amount adjustments
5. Loyalty adjustments now show the "Payment Amount", "Conversion amount" and "Points value" in the Adjustments form with Totals at the bottom of the grid
6. Adjustments form shows Loyalty "points earned" and "Points used" with totals
7. Changed the "PointsToDollar" conversion default to 200. Previously we were using ".01". The calculations were not correct in prior versions
8. Now showing Loyalty available in Payments form
9. Changed demo data to show realistic loyalty setup

2. Affected Areas:

1. Loyalty Processing
2. POS Processing

3. The issue was caused by:

1. Improvement and Correction to the Loyalty Points system

4. Notes: 
5. Next Step: UAT

Hi Sanjay, 

Documentation has been updated at Point of Sale - Maintenance- Loyalty

Thanks
Rashna