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IM Loyalty Advanced

IM Loyalty Advanced

Help & FAQs

IM Loyalty Advanced
IM Loyalty Advanced
Help & FAQs

Getting Started

  • IM Loyalty Advanced

Loyalty Basic Setup

  • Loyalty Card Setup
  • Card Type

Loyalty Basic in IMPOS

  • Creating customers and loyalty cards in the Sale Screen
  • Paying with Loyalty Card points and/or balance

Loyalty Advanced Setup

  • User Groups
  • Item Groups

Loyalty Advanced Promotions

  • Promotion list
  • Promotion Card
  • Simulated Promotions

Loyalty Advanced in IMPOS

  • Promotions in IMPOS

FAQs

  • FAQs

Support

  • Support
  • Home
  • IM Loyalty Advanced
  • Loyalty Basic Setup

Card Type

Table of contents
  • Loyalty Cards
  • Gift Cards
  • Creating cards

To define the types of Loyalty Cards click on the corresponding option of the menu

A list of different type of cards will appear

Loyalty Cards

Loyalty cards identify a customer and can bear loyalty points and/or balance

  1. Type: Customer card or Gift card
  2. Numbering Type: Manual if the Card No. is created when the seller creates de card, Automatic if the seller picks a Card No. which is already created by the administrator.
  3. EAN 13 Prefix: Initial prefix for EAN 13 Card identificator
  4. EAN 13 Counter: defines the numbering
  5. Status: Released or Open
  6. Allow Balance: In the case of Loyalty cards for customer, you can choose to allow balance or not
  7. Allow Points: In the case of Loyalty cards for customer, you can choose to allow points or not
  8. Accumulate Points: points/LC
  9. Validity Points: Determines the durability of the points according to the day where are generated

Gift Cards

Gift cards are anonymous and only bear balance

  1. Type: Customer card or Gift cardNumbering
  2. Type: Manual if the Card No. is created when the seller creates de card, Automatic if the seller picks a Card No. which is already created by the administrator
  3. EAN 13 Prefix: Initial prefix for EAN 13 Card identificator
  4. EAN 13 Counter: defines the numbering
  5. Status: Released or Open
  6. Allow Balance: In the case of Gift cards, they can only bear the balance

Creating cards

If the numbering is manual, you must create cards in order to be assigned to customers in the shop or used as Gift cards

Enter the number of cards to be created and press ok

To check the cards created enter the Customer Card option of the menu

The new card list shows up

Updated on February 26, 2022
Table of contents
  • Loyalty Cards
  • Gift Cards
  • Creating cards

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  • www.im-projects.com

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