MANAGE FREQUENT BUYER

The RICS Manage Frequent Buyer feature enables retailers to create a rewards or discount program to enroll repeat customers and reward the customers for their purchases transacted through the RICS POS.

This document is a resource for retailers to understand how to:
Select a Frequent Buyer Calculation Method
Create a Frequent Buyer Plan
Edit a Frequent Buyer Plan
Delete a Frequent Buyer Plan

 


SELECT A FREQUENT BUYER CALCULATION METHOD
The RICS frequent buyer feature includes five calculation methods to reward or discount repeat customer’s transactions as they are transacted through the RICS POS.


CALCULATION METHODS:

Method 1

Plan Calculation – Buy quantity and get $ equal to the average frequent buyer purchase off the next item purchased.

Plan Description – A customer purchases a given quantity of accumulating items. The customer will receive a dollar-based reward, which is a percentage of the average purchase price of the items the customer purchased up to the point that the reward was claimed.

Plan Example – Buy 5 items and receive a 50% reward of the average items purchased to be used on the next purchase. A customer purchases 5 items at $100/item for a total of $500. A customer will receive a reward of $50 towards their next purchase.

Plan Notes – All purchases made under the Method 1 plan will affect the reward amount until a reward is redeemed. This will include purchases made after the break point is reached.

Method 2 (RICS Recommended Plan)

Plan Calculation – Buy $ amount and get $ amount off the next item purchased.

Plan Description – A customer purchases a given dollar amount of accumulating items. The customer will receive a predetermined dollar-based reward towards their next purchase.

Plan Example – A customer purchases $250 and receives a $25 reward towards the next item purchased.

Method 3

Plan Calculation – Get a % off every purchase.

Plan Description – A customer purchases an accumulation item and receives a predetermined percent off.

Plan Example – Customer receives 30% off every purchase.

Method 4

Plan Calculation – Buy quantity and get % off the next item purchased.

Plan Description – A customer purchases a given quantity of accumulating items. The customer will receive a predetermined percent-based reward towards their next purchase.

Plan Example – A customer purchases 5 items and receives 25% off their next purchase.

Method 5

Plan Calculation – Buy quantity and get $ off the next item purchased.

Plan Description – A customer purchases a given quantity of accumulating items. The customer will receive a predetermined dollar-based reward towards their next purchase.

Plan Example – A customer purchases 5 items and receives $25 off their next purchase.

 


CREATE A FREQUENT BUYER PLAN
Below are the steps to create a frequent buyer plan.


GENERAL SETTINGS

1. In the RICS Back Office, go to Setup :: Manage Frequent Buyer

2. Enter the frequent buyer plan name in the Plan Name field

3. Enter the frequent buyer description in the Enter Short Description field

4. Use the Calculation Type dropdown menu to determine the calculation method for customer purchases

Note: To determine a calculation method, please reference the Select a Frequent Buyer Calculation Method section.

5. Select the Set as Default Plan checkbox to auto enroll a customer into a frequent buyer plan if multiple plans exist

Note: Only one default plan can be selected within an organization structure.

6. Use the Graduation Plan dropdown menu to determine which plan a customer will be enrolled in when a reward is earned

Graduation Plan Options:

Same (Default) – Select to have a customer remain in the same plan when a reward is earned.

End Plan – Select to have a customer removed and not enrolled into a plan when a reward is earned.

Different Plan – Select to have a customer enrolled into a new plan when a reward is earned.

 

 

ACCUMULATION SETTINGS

1. Enter the accumulation break point quantity or break point dollar amount

Options:

Break Point (Qty) – Enter the number of items to be purchased to accumulate a reward.

Break Point (Amt) – Enter the dollar amount to be purchased to accumulate a reward.

2. Use the Accumulating Classes dropdown menu to determine what classes will accumulate towards a reward

Note: To have all classes accumulate towards a reward, proceed to Step 3.

3. Enter the minimum price a product must cost to count as accumulation towards a reward

Note: The minimum price will be determined after all discounts and coupons have been applied to an item.

4. Enter the maximum markdown percent an item can have to count as accumulation towards a reward

Note: Enter 100 to have all items purchased, regardless of discount percent, count as accumulation towards a reward.

5. If necessary, enter a point factor in the Points Factor field

Note: A points factor should be entered to have reward accumulation displayed as points as opposed to dollars.


REDEMPTION SETTINGS

1. Enter the discount percent or dollar amount a reward will be after the break point is met

Options:

Discount % of Avg Purchase – Enter the average purchase price percent in which a reward will be issued.

Discount Amt ($) – Enter the dollar amount in which a reward will be issued.

Discount Pct (%) – Enter the percent in which a reward will be issued.

Note: For methods 4 and 5, a discount percent will be taken off the highest priced item purchased when a reward is redeemed.

2. Enter the maximum discount percent or amount an item can have to redeem a reward

Note: Enter 100 to allow a reward to be redeemed against all items purchased, regardless of discount percent or amount.

3. If necessary, select the Retain Partial Rewards checkbox to allow an excess reward to be saved for future purchases

4. If necessary, select the Discount Full Price Only checkbox to allow a reward to be redeemed for items without a markdown

5. Select the Redeem Classes checkbox to allow a reward to be redeemed only on items selected in Step 2 of Accumulating Settings section

6. If necessary, select and enter the rewards expire options

Options:

Rewards Expire – Select to set an expiration date on an issued reward.

Note: After selecting rewards expire, enter a date to establish when a reward will expire.

Expiration Grace Period – Enter the number of days after which a reward can be redeemed after the expiration date.

Note: The minimum price will be determined after all discounts and coupons have been applied to an item.

7. Select a Ticket Redemption option to determine when a reward is allowed to be redeemed based on selected method

Options:

Redeem on Current Ticket – Select to allow a reward to be redeemed on the same ticket the reward is issued.

Redeem on Next Ticket – Select to allow a reward to be redeemed on the next ticket after a reward is issued.


RECEIPT SETTINGS (OPTIONAL)

1. Select the Show Total Accumulations checkbox to display the total accumulation towards a reward

2. Select the Show Estimated Discount checkbox to display the estimated reward based on purchases to date

3. Select the Show Remaining Purchases Needed to display the purchases needed to reach the next reward

 


EDIT A FREQUENT BUYER PROGRAM
Follow the steps below to edit a frequent buyer program.

1. In the RICS Back Office, go to Setup :: Manage Frequent Buyer

2. To select a frequent buyer program, enter or search for the plan name in the Frequent Buyer Plan lookup field

Note: After the plan is selected, the General, Accumulation, Redemption and Receipt Setting fields will populate.

3. As needed, edit the General, Accumulation, Redemption and/or Receipt Settings fields

Note: A change made to a frequent buyer program will only affect future purchases and will not modify the customer’s current accumulation or reward.

4. Click Save

 


DELETE A FREQUENT BUYER PROGRAM
Follow the steps below to delete a frequent buyer program.

Note: If a frequent buyer program is deleted, all customers associated with the plan will have their Frequent Buyer Plan set to NONE, and frequent buyer accumulation, rewards and coupons associated with the plan will be deleted.

1. In the RICS Back Office, go to Setup :: Manage Frequent Buyer

2. To select a frequent buyer program, enter or search for the plan name in the Frequent Buyer Plan lookup field

Note: After the plan is selected, the General, Accumulation, Redemption and Receipt Setting fields will populate.

3. Click Delete

Note: If a purchase was made against a frequent buyer program within the void window (first day of the previous month) the user will receive the following message. After all tickets have passed the void window, repeat the deletion steps.

4. Click Yes when prompted to delete the frequent buyer plan

Note: If an outstanding reward(s) exist on a frequent buyer program, the user will receive the following message. Click Yes when prompted to delete the frequent buyer plan.

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