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Eagle Loyalty Options and Other Setup

System Options

• Options 1182, 906, and 9070 must be set up by an Epicor representative.

Application Options

• Set option 3534 "Inactive Days to Purge Loyalty DollarsThis option determines the number of days of inactivity for a customer’s Loyalty Dollars balance before it will be zeroed out. When report GCS is run to zero out Loyalty Dollars, if a loyalty account has had no activity on the Loyalty Dollars balance (except balance inquiries) for the number of days equal to or greater than the value of this option, the account is zeroed out by the process. If the value of this option is zero the program zeroes out all Loyalty Dollar balances, regardless of activity." to the desired number

• Set up options 5432Allow quick add of customers/jobs in POS, 9129This option allows you to select which specific fields you require to be filled in when a clerk is adding an account using POS Customer QuickAdd.
  Choices include:
  A=Address
  C=City
  S=State
  Z=Zip
  P=Phone number
  E=E-mail address
  L=Loyalty ID #
  R=Sales Rep
  G=Loyalty Dollars ID and 9137Build reverse sort names in POS Customer QuickAdd. If this option is set to Yes, when a clerk adds a customer in Customer QuickAdd ,the customer name field will be copied, in reverse order, into the customer sort name field. For example, if the clerk enters the name John Doe as the customer name, the sort name would be pasted in as Doe John. (If the name is entered as John Doe Jr, the sort name is built as Jr Doe John. for QuickAdd. Using QuickAdd allows you to link an In-Store Gift Card to your Loyalty Customer. Note: Security bits 134 and 135 are required to use QuickAdd in POS.

• Set option 3565 "Keep customer credit cards on system" to Yes to link a "loyalty dollars card" to your customers so that you can automatically add reward dollars

• Set up options 9062,"Sales value to use for Loyalty Points calculation." Use this option to select from: Sales Dollars Period to Date (PTD), Cost Dollars PTD, or Gross Profit Dollars PTD. 9063"Multiplier to use for Loyalty Points calculation." This option calculates how many Points are earned per dollar spent.
  Use “1” if $1.00 earns 1 Point
  Use “.5” if it takes $2.00 to earn 1 Point
  
  Establish multipliers by Department when calculations are based on department sales (for example, double points on some departments, or no points on some departments). , 9064Print Loyalty Points on Statements. As appropriate to your business, set this option to Yes or No., 9065,"Label to use for Loyalty Points." Use this option to give your program a name. There is an 11-character limit. 9066Print Loyalty Points balance on POS receipts. As appropriate to your business, set this option to Yes or No., 9067"# of Loyalty Points to Convert to Loyalty Dollars." When converting loyalty points to Loyalty Dollars using GCC (or using the Gift Cards Viewer Misc Menu option 3), this option determines the multiple of points that are converted to Loyalty Dollars. In addition, in option 9068, you must enter the number of dollars to add to Loyalty Dollars for this multiple of points.
  
  For example, if the value of this option is set to 50 and option 9068 is set to $10.00, and the customer's current loyalty points balance (appears on the Sales tab of Customer Maintenance) is equal to or greater than 50, GCC applies an 'add funds' transaction for $10.00 to the customer's Loyalty Dollars, and the Current Balance is reduced by 50 points.
  
  One 'add funds' transaction is generated for each multiple of 50 points, and the points in Current Balance is reduced accordingly for each multiple of 50 points converted to Loyalty Dollars. In this example, if the Current Balance on an account is 110 points, GCC generates two 'add funds' transactions for $10.00 each to the customer's Loyalty Dollars, and reduces the Current Balance by 100 points, leaving a Current Balance of 10 points., 9068"$'s added to Loyalty Dollars when converting points to dollars." When converting loyalty points to Loyalty Dollars using GCC (or using the Gift Cards Viewer Misc Menu 3), this option determines the dollars to add to the Loyalty Dollars for each multiple of points being converted. You must also enter in option 9067 the multiple of points that are converted to Loyalty Dollars.
  
  For example, if the value of this option is set to $10.00 and option 9067 is set to 50, and the customer's current loyalty points balance (appears on the Sales tab of Customer Maintenance) is equal to or greater than 50, GCC applies an 'add funds' transaction for $10.00 to the customer's Loyalty Dollars, and the Current Balance is reduced by 50 points.
  
  One 'add funds' transaction is generated for each multiple of 50 points, and the points Current Balance is reduced accordingly for each multiple of 50 points converted to Loyalty Dollars. In this example, if the Current Balance on an account is 110 points, GCC generates two 'add funds' transactions for $10.00 each to the customer's Loyalty Dollars and reduces the Current Balance by 100 points, leaving a Current Balance of 10 points. , 9069Calculate Loyalty Points using Department Sales Values. This option only applies is you are using the simple points calculation method using CALCPNT and options 9062, 9063, and 9069. This option does not apply if you are using the Loyalty Manager Points Calculator (option 9994). This option determines which sales figures are used to calculate loyalty points.
  
  N = Use MCR PTD / MTD sales information for points calculations. The information in Customer Maintenance's Sales tab is used.
  
  Y = The system uses a summation of the customer's department level sales in Customer Maintenance's Department tab.
  Specifically which figure is used is defined in option 9062. You can exclude specific departments from the customer's department sales by setting that department's "Exclude from Points Calculation" field to Yes (this field is in the Additional Information dialog in Department Maintenance). You can also define a specific multiplier for each department using the "Loyalty Points Multiplier" field, which is also in the Additional Information dialog. , 9092"Print Loyalty Points Earned from current transaction on the cash receipt." Set this option to Yes if you use CALCPNT to calculate points based on the settings of options 9069, 9062, and 9063.
  This option determines if loyalty points earned during the transaction are printed on the receipt. In order to print, the points calculation method used for the Eagle Loyalty program must be either the system level or departmental level point calculation method. The loyalty points are not updated on the customer's record until the next time the point calculation program (CALCPNT) runs. This is only used to show the customer the points they will earn based on this purchase.
  When set to Yes the receipt will print: "You have earned xxxx {label in option 9065} points for this purchase" where xxxx is the points earned for this transaction.
  Note: This option differs from option 9066 "Print Trip Points at POS" in that option 9066 prints the value of points the customer currently has on their account and does not take into account the current purchase.
  This option is not recommend for use if you use the Loyalty Manager Points Calculation program (option 9994 is Yes), as this enhanced points calculation method cannot be done in real-time., and 9996"Display Loyalty Level in POS." This option determines if the customer's Loyalty Level displays in the POS mini-header. This option applies to both Eagle Loyalty and True Value Rewards. If you don't use either of these programs, set this option to N.
  If you use both of these loyalty programs, you must choose to display either Eagle Loyalty level (set this option to L) or TVR Attribute (set this option to A).  to name your Loyalty program and establish point value, conversion dollars, and to set up print/display options for Eagle Loyalty.

• Set up options 1442-1459
  • 1442 Loyalty Points required to receive Dynamic Coupon 2
  • 1443 Loyalty Rewards - Dynamic Coupon 2
  • 1444 Loyalty Points required to receive Dynamic Coupon 3
  • 1445 Loyalty Rewards - Dynamic Coupon 3
  • 1446 Loyalty Points required to receive Dynamic Coupon 4
  • 1447 Loyalty Rewards - Dynamic Coupon 4
  • 1448 Loyalty Points required to receive Dynamic Coupon 5
  • 1449 Loyalty Rewards - Dynamic Coupon 5
  • 1450 Loyalty Points required to receive Dynamic Coupon 6
  • 1451 Loyalty Rewards - Dynamic Coupon 6
  • 1452 Loyalty Points required to receive Dynamic Coupon 7
  • 1453 Loyalty Rewards - Dynamic Coupon 7
  • 1454 Loyalty Points required to receive Dynamic Coupon 8
  • 1455 Loyalty Rewards - Dynamic Coupon 8
  • 1456 Loyalty Points required to receive Dynamic Coupon 9
  • 1457 Loyalty Rewards - Dynamic Coupon 9
  • 1458 Loyalty Points required to receive Dynamic Coupon 10
  • 1459 Loyalty Rewards - Dynamic Coupon 10
  
  You can use any number of tiers. Tier-1 to tier-10 does not have to be in ascending order, and you can have gaps between tiers. A tier is only valid if you have entered both the points and coupon for that tier. The system skips invalid tiers (any tier that does not have both a points level and coupon) and looks for the highest tier for which the customer is qualified and uses the coupon that is assigned to that tier.   , as needed. These options provide the flexibility of having 10 ranges for loyalty points reached/coupon rewards.

• Set up option 1634 "Print Loyalty Points New Balance on Receipts". If you wish to print a customer's loyalty balance on their receipt, set this option to "Y". This option will print "You just earned: xxxx", "Previous Balance: xxxx", and "New Balance: xxxx" on the customer's receipt.

• Set up option 5016 "Auto-assign Loyalty ID in Customer QuickAdd"and option 1700 "Auto-assign Loyalty Dollars ID in Customer QuickAdd". Set these options to A "Autoassign" or B "Manual" to either auto assign the ID or enter it manually. These can be used together or separately. Use these options if you do not want to issue a physical loyalty ID card and/or physical dollars reward card. For more information on the functionality of these options, click Here.

  Both of these options apply when adding a customer using:

  • POS Customer QuickAdd (header Misc Menu Menu 8)
  • MCR Go To 9 "Customer QuickAdd"
  • MCR clicking on the Loyalty ID hyper-link.

  These options also apply to using <Change>. If the existing customer's Loyalty ID is blank and option 5016 is Yes, pressing <Change> will automatically assign a Loyalty ID. The functionality is the same for Loyalty Dollars ID if option 1700 is Yes. 

  Note:  If you want to clear out an existing customer’s Loyalty ID or Loyalty Dollars ID this can be done in MCR.  

  When set to B, in the QuickAdd dialog press <Misc> and select the appropriate of either "Enter card's Loyalty ID" or "Enter card's Loyalty Dollars ID".

  When adding or changing a job account, if the Loyalty ID is blank (and one hasn’t been entered via the Misc Menu ‘manual entry’), once Add (or Change) is pressed the main account's Loyalty ID and/or Loyalty Dollar ID will be assigned to the job. If the main account’s ID is blank the clerk will receive this message "Main account's Loyalty ID required. Add not allowed."

  If option 5016 is set to Yes, the system automatically generates the Loyalty ID # based on options 5013 & 5014.  Note:  If you are a iNet or Tablet POS user – this same range of numbers is used when adding loyalty customers in iNet and Tablet POS. Therefore, this range of numbers should be made large enough to account all future loyalty customers being added online and in your stores. 

  If option 1700 is set to Yes, the system the system automatically generates the Loyalty Dollars ID based on the bin range entered in new Option 1701 "ISGC bin range to use for auto-assigned Loyalty Dollars ID".  Enter the bank of In-Store Gift Card bin range the system should use for stored Loyalty reward $ ID's which will have no physical card. The range you use must be different from any physical In-Store Gift Cards already issued or will be issued in the future.

• If you charge a fee for customers to participate in your loyalty program, the following options will need to be set:

• • Option 9867 "Loyalty Subscription Renewal on System" set to Y

    If you charge an annual fee for participation in your loyalty program, option 9867 will need to be set to Yes.

  • Option 9868 "Loyalty Subscritpion SKU" - this is the SKU to post automatically as the 'loyalty subscription renewal sku' when the clerk indicates the customer wants to renew their subscription.

  • Option 9869 "Prior days to warn of loyalty account expiration" - use this option if you want to have the POS clerk inform the customer their loyalty subscription will expire soon. This warning will continue to display until the subscription is renewed, or the expiration date is reached.

• If option 1182 "Loyalty Program" is set to L or G, you can set Option 1723 “Prompt for Loyalty Account on PIN Pad” to Yes to give your loyalty customers the ability to link the transaction to their loyalty account by entering their phone # on the PIN Pad. With this enhancement, the consumer doesn’t have to expose the phone number and the cashier doesn’t have to look up the customer’s account.

Note: For Loyalty Manager options, click here.

Quick Add Setup in Customer Maintenance

1. In Customer Maintenance, click Add to add a Cash customer record.

2. Enter T in 4^th Account Code Position.

3. Go to Tools, then select Options.

4. Add the Default customer and select Auto Add. Option 9137 builds the sort name when an account is added.

5. Click Accept.

6. Click Add.

Security bits 134 & 135 are required at POS.

Keeping Gift Card Numbers on File for Customers

This procedure requires security bits 690, 691, and 692.

1. In the Credit Card Maintenance window, with the customer name displayed, enter the gift card number.

2. Enter the Credit Card Type = ISGC.

3. Enter the Expiration Date.

4. Click Add.

Set Up Coupon SKU

Set up a generic coupon SKU in Inventory Maintenance for stores that are participating in your Loyalty program. You will not use this SKU in POS, but it must be set up to credit the customer for loyalty purchases.

In Inventory Maintenance, set up a SKU called CLC. Set the following fields as specified below:

• Location = CRED

• Promo Sales Code = C

• Keep Prices? = N

• Tax Status according to your state law

Set Up Loyalty Constants (MLC)

1. In the Options Configuration window, set the Coupon SKU to CLC, and set the Vendor Code to 100. Note: In the Vendor Maintenance window, you must have a value in the "Assigned Customer Number" field for that vendor.

Add RFR or RSA to the Queue Containing CALCPNT

Depending on how you set option 9069 (see Application Options, above), you must set up either RFR or RSA to run in the nightly queue that is running CALCPNTThe setup of CALCPNT in a queue must be done in Network Access CEQ, which may be unfamiliar to you. Therefore, an Epicor representative normally sets this up for you.. This resets the amounts that the Eagle uses to calculate loyalty points when CALCPNT is run. Without this additional report (RFR or RSA), your customers will keep receiving points on dollars that have already been included and converted to points. Important: the queue must run prior to other queues that may contain RFR-PTD ROLL or RSA period updates.

• If option 9069 is set to “N” (you are using PTD Sales), you must set up RFR-PTD Roll

1. 1. From the Eagle Browser Launch bar, type RFR and press Enter.

   2. On the Print Page, set the Channel to Spool (S)

   3. On the Options page, select option “P” for Period End Update

   4. On the From/To page, in the Flex Rep Name field, select PTDROLL.

   5. On the Code Selection page, enter T in the 4^th Account code position.

   6. Click Queue (F7). Enter the Queue name that already contains CALCPNT, and click OK.

• If option 9069 is set to “Y” (you are using Dept. Sales), you must run RSA-PTD Roll

• 1. From the Eagle Browser Launch bar, type RSA and press Enter.

  2. On the Print Page, set the Channel to Spool (S).

  3. On the Options page, select options “P” and "E.

  4. On the Code Selection page, enter T in the 4^th Account code position.

  5. Click Queue (F7). Enter the Queue name that already contains CALCPNT, and click OK.

Track Eagle Loyalty use at POS with Report RLC-Loyalty by Clerk Report

You can run this report to get an overview, by Clerk, on the number of customers that use the loyalty program.

Use Loyalty Level field in Customer Maintenance

If desired, use the “Loyalty Level” field in Customer Maintenance to control which promotions a loyalty customer receives at POS based upon their loyalty level. Access this field by clicking the Loyalty # hyperlink at the top of the screen. This  displays the Customer Add/Change dialog, where you click the Loyalty Level hyperlink to add, change, or delete Loyalty Levels.

Note: Both Modify Item Promotions (MIP) and Dynamic Promotions support the ability to enter a From and To Loyalty Level on "Loyalty Only" promotions.  

Gift Card Viewer (GVC)

In the Gift Card Viewer (GVC), you can do the following:

• Calculate Loyalty card surcharges

• Convert Loyalty Points to loyalty card dollars

• Gift Card Import UtilityThe CSV import utility does the following:
  1) Looks for the gift_card_activation.csv file
  2) Creates a gift card header and an activation detail record for each gift card value listed in the import file
  3) Generates an audit report that includes Account Number, Activation Date, Clerk, and Activation Amount, 4) If the Activation Date is Blank, it uses today’s date, 5) if the Clerk is blank, it uses the current signed-on user

• Set Gift Card Balance to ZeroThis is a utility to reduce any expired value on loyalty dollars cards. For example, you might give your customers a limited amount of time (such as 90 days) to use the card dollars that were converted from accumulated loyalty points. You can use this utility to zero out the balance of all gift card dollars tied to loyalty accounts.