How loyalty points are earned

Overview

• A customer must be attached to the order and Loyalty must be enabled for the Business.
• The customer's active Customer Group supplies the Earn rate.
• Products marked Exclude from loyalty earn do not contribute to eligible loyalty value.
• Eligible amount is calculated using the configured loyalty basis/tax policy and can exclude redeemed value when Earn points on redeemed amount is disabled.
• Orders with refund history are not eligible for a new loyalty earn.

When to use this

• Use this guide when a customer asks why the points earned are different from the receipt total.

Step-by-step

1. Attach the customer before completing the sale where possible.
2. Confirm the customer's active group and Earn rate.
3. Complete/pay the eligible order.
4. Review the customer Point ledger to see the exact earn entry, eligible base, rate, order, and timestamp.

Common mistakes

• Do not calculate points manually from the gross receipt without checking excluded products, discounts, redemption treatment, and the customer's group.
• Do not expect points for a customer-less order unless the customer is later linked through the supported completed-order workflow.
• Do not manually add points before checking whether MiniTill already created an earn ledger entry.

Troubleshooting

• If points were not earned, check customer attachment, loyalty enablement, active group, Earn rate, refund history, and excluded products.
• Use the Point ledger rather than only the current balance when investigating a specific sale.