Setting Up Loyalty Options

Use the following procedure to set up the options that affect your loyalty program (Ace Rewards, True Value Rewards, Best Rewards, etc.).  Note that Epicor must have activated option 1182 "Loyalty Program" in order to use the Loyalty program for your vendor.

1. Display the Options Configuration window.

2. Click ID. In the dialog that displays, in the Option ID field, type the option number from the list below, and click OK. Click in the Current Value column, and select the desired setting. Repeat this process for each option in the list.

3. ID# 320 "Print Savings Line on Receipt PrinterThis field determines if a savings line prints on the cash receipt.
   
   If you offer a loyalty program (Ace Rewards, True Value Rewards, Best Rewards, etc.), set this option to No.." Be sure to set this option to No.

4. (True Value members only) ID# 1044 “Enhanced TV REWARDS Loyalty on SystemThis option can only be changed to Y when True Value gives the OK when the new data warehouse provider is in place. Once changed to Y, this option controls three features of TVR loyalty: 1)Ability to add more than one TVR Loyalty ID, 2) The Loyalty ID dialog in POS supports scanning in each of the loyalty ID #’s linked to a single account in Customer Maintenance and finding that account, and 3)Telecom has been updated to support a two-way update to keep customer data in sync. ”

Important: Only set this option to Yes when True Value has officially announced that retailers can do so.

1. (True Value members only) ID#3251, 3253, and 3255 must be set to Yes.With these three options set to Yes, when you run EFM, True Value Rewards Coupon SKUs, Nationally Advertised coupon SKUs, and Targeted Direct Marketing coupon SKUs are automatically added to Flexible Inventory Loading (FIL) under the flex format COTNEW. You then run the Flexible Inventory Loading Report (RFL) with option F (flex name COTNEW) to finalize (add the SKUs to your inventory file).

2. (True Value members only) ID# 9197 "Display TV REWARDS Customer Attribute in POS Customer Details Window"If this option is set to Yes, the customer detail dialog in POS will display the True Value Rewards customer attribute. This designation displays in the Credit Message field (note: if the Credit Message field is non-blank, the system appends the TVR customer attribute to the end of the Credit Message.  The list of possible customer attributes are:  DIY VIP Foundation, DIY VIP Builder, DIY VIP Achiever, Foundation, Builder, and Achiever.
   
   The Customer Detail dialog displays after entering the customer on a new transaction (manually entering or by scanning the loyalty ID).  It can also be displayed manually by going to the mini-header and using W “Show customer balance info” on the Misc Menu, or going to the big header and clicking the Credit Message hyperlink. should be set to Yes.

3. ID# 3530 "Customer Loyalty - Use code position to identify non-asterisk accounts"

   (ID# 3530) This option works in conjunction with the option "Customer Loyalty - Code value that identifies non-asterisk accounts" (ID# 3531).

   The system first attempts to add loyalty accounts as cash accounts, but when it runs out of cash account numbers (after 99999), it begins using non-cash account numbers. Using this option is particularly important for Ace retailers to more easily identify and report non-cash accounts that have been added by EFM.

   In this option, enter 1, 2, 3, or 4 to identify which of the four Account Code positions you want the system to use to identify loyalty accounts that are set up as non-asterisk (non-cash) accounts. For example, if you enter 1, then the system will automatically place a code in position 1 of the Account Codes field (this field is in Customer Maintenance).

   Be sure to also fill in the option "Customer Loyalty - Code value that identifies non-asterisk accounts" (ID# 3531) to indicate the code you want the system to insert into the position indicated in this option.

4. ID# 3531 "Customer Loyalty - Code value that identifies non-asterisk accounts

   (ID# 3531) This option works in conjunction with the option "Customer Loyalty - Use code pos'n to identify non-asterisk accounts (ID# 3530).

   The system first attempts to add loyalty accounts as cash accounts, but when it runs out of cash account numbers (after 99999), it begins using non-cash account numbers. Using this option is particularly important for Ace retailers to more easily identify and report non-cash accounts that have been added by EFM.

   In this option, enter the code you want the system to use to identify loyalty accounts that are set up as non-asterisk (non-cash) accounts. For example, if you enter Z, then the system will automatically place a Z in the Account Codes field (this field is in Customer Maintenance).

   Be sure to also fill in the option "Customer Loyalty - Use code pos'n to identify non-asterisk accounts" (ID# 3530) to indicate which position (1st, 2nd, 3rd, or 4th) you want the system to insert the code you indicated in this option.

5. ID# 5010 "Change customer when entering loyalty # at end of transaction." You should set this option to C.

   This option determines whether or not to change the transaction’s Customer Number (and reprice/retax as necessary) if you scan a loyalty card at the end of a transaction and the card number is linked to an account in Customer Maintenance.

   You should set this option to “C” so that the customer number changes to match the TVR number entered after the start of the transaction. This allows the purchases to be credited to the correct customer, and also ensures that the customer benefits from TVR promotions.

   C = Change the customer on the transaction to the account in Customer Maintenance.

   N = Do not change the customer on the transaction to the account in Customer Maintenance.

   P = Prompt if the customer should be changed. The message "Loyalty # is for a different customer.  Change to this customer? Yes/No" will display. (This prompt will default to Yes if the initial customer is the Default Cash Customer. If the initial customer is not the Default Cash Customer, then the prompt will default to No.)  

   

   Regardless of how you set this option or how you answer the question at POS (if you have the option set to P to "prompt" for an answer), items on a loyalty promotion will always be repriced.  Also, if the field in your loyalty constants screen which asks if you want to link to cash customers is answered No, then the system will not change to the cash customer regardless of how you answer this Option, and repricing will not occur. This option also applies when you've used Menu Option H ("enter HHC number").

   This option defaults to N.

6. ID# 5011 “Prompt for loyalty ID at 'end' should display when?"

   This option applies to loyalty program users when option 140 “POS Link Window” is set to B (beginning and end of transaction) or E (end of transaction). When a loyalty ID hasn’t yet been entered on a transaction, this option determines if pressing Total displays the loyalty ID prompt window based on the transaction’s customer.

   A=all customers

   C=cash customers only (where the transaction is using the default cash customer number.

   If you see no reason to prompt for loyalty ID at the end of a transaction for a house account that isn’t currently participating in your loyalty program, set this option to C, so that the system prompts for the loyalty ID at the end of a transaction only when the customer matches the default customer entered in option 330 “default customer number?” If you want to prompt for a loyalty ID at the end of a transaction for all customers, even house accounts that are currently not participating in your loyalty program, set this option to A.  

7. ID# 9130 “Additional fields to include in POS Customer QuickAdd”

   Select the checkmark next to 8 “Birth Month” in addition to any other fields you want to include in the POS Customer QuickAdd dialog. All the fields you select will display in the Additional Fields window of Customer QuickAdd. True Value collects the loyalty customer’s birth month, and this is why you must select 8-Birth Month.

8. To use the True Value Real Time Integration, be sure to set the following options:

9. • ID# 1663 "True Value Universal Account Lookup on System" set to Yes

   • ID# 1664 "True Value Card-Less Account Entry on System" set to Yes

   • ID#1680 “True Value Limited Use Coupon Offline Action” - This handles cases where your Eagle system cannot connect to the True Value Web Service.  When set to “Valid”, you will assume the coupon is valid and apply to the transaction.  When set to “Invalid” you will not apply the transaction.

   • ID#9923 “True Value Limited Use Coupon enabled” set to Yes

   • ID#9924 “True Value Limited Use Coupon Prefix” set to LU%

3. Once you've selected a setting for all the options, click Change on the toolbar.