Understand customers, loyalty, discounts, and gift cards

Overview

• Customers are Business-level records shared across that Business's stores. A regular customer does not need a separate profile for each Store.
• Customer Groups are Business-level rules that can control loyalty earn rate, automatic discount rate, whether points may be redeemed, default assignment, and display order.
• Loyalty policy is Business-level and controls whether loyalty/redemption is enabled, point value, redemption limits, discount interaction, expiry settings, and optional VIP settings.
• Discount definitions are Store-specific. A discount configured at one Store is not automatically a discount at every Store.
• Gift Cards are Business-level stored-value liabilities. POS/online sales and redemption use the same issued card balance across the Business.

When to use this

• Read this first if you are unsure whether a customer benefit should be configured as a Customer Group, Loyalty setting, POS Discount, Gift Card, or Voucher.

Step-by-step

1. Create or review Customer Groups first if different customer types should earn/discount differently.
2. Configure the Business loyalty policy.
3. Configure Store Discounts only for cashier-selected promotions or discretionary discounts.
4. Configure Gift Cards separately when customers prepay stored value.
5. Test one complete customer sale through POS before rolling the policy out to staff.

Common mistakes

• Do not create duplicate customer profiles per Store.
• Do not use a manual POS Discount to imitate a Customer Group discount that MiniTill already applies.
• Do not treat Loyalty Points and Gift Card balance as the same type of value.
• Do not assume Store Discounts are Business-wide.

Troubleshooting

• If a benefit behaves differently than expected, identify whether it comes from Customer Group, Loyalty, Discount, Gift Card, Voucher, or a Store-specific setting before changing anything.
• If a feature page is unavailable, check plan entitlement and your role.