Follow the procedure below to process an accumulation of loyalty points with a purchase by credit card, debit card or cash; or with a credit pre-auth, completion or advice.
IMPORTANT:
When to awards points for a Pre Auth transaction:
- Award points when you perform a PRE
AUTH if you know that you will NOT have
the loyalty card available later when you perform the pre-auth
completion.
- Award points when you perform the PRE
AUTH COMPLETION if you know that you WILL
have the loyalty card available at that time.
To process a purchase with a loyalty card:
1. Complete the purchase, pre-auth, completion or advice transaction that will accumulate points.
2. On the applications menu,
select GIFT & LOYALTY.
The message "Activating App..." is displayed then the transactions
menu appears.
3. Select Purchase.
The "Total Amount" prompt appears.
4. Key in the total amount and press
the green OK
key.
The "Accept amount?" prompt appears.
Note: Consult your manager to determine the dollar amount to be entered (e.g., before taxes or including tip amount) to award points.
5a. Select Yes to proceed.
The "Swipe or Enter Card" prompt appears. Proceed to step 6.
OR
5b. Select No.
The "Total Amount" prompt appears. Repeat
step 4.
6. Swipe the loyalty card.
OR
Key in the card number and press the green OK
key.
If the "Clerk ID" prompt appears, key in the clerk ID and press the green OK key.
If prompted, key in the additional transaction information and press the green OK key.
If the "Benefit Amount" prompt appears, press the green OK key to confirm the amount displayed OR key in the benefit amount to be rewarded and then press the green OK key.
Note: Depending on the Loyalty Program configuration, the benefit amount prompt can differ.
Note: The benefit amount must be equal to or less than the Total Amount value.
If the "Invoice Number" prompt appears, key in the invoice number and press the green OK key.
The terminal displays "Approved" for 20 seconds, or until you press the green OK key, and then prints the customer copy of the receipt.
The "Press OK key" prompt appears.
7. Press the green OK key to print the merchant copy of the receipt and return to the GIFT & LOYALTY transactions menu.