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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
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  • Getting Started

IM Loyalty Advanced

Table of contents
  • IMPOS for Retail

By installing the extensions IM Loyalty Advanced and IM Loyalty Advanced Connector you can extend the IMPOS for Retail functionality including loyalty and advanced promotion features:

  • Loyalty Cards: You can create different types of loyalty cards and define points and balance conditions
  • Loyalty Points: Create loyalty points for your customers, the customer will be able to use points in future sales, and you can define expiry date for points
  • Gift Cards: Create and charge gift cards with balance to be used in any shop
  • Advanced Promotions: Define advanced promotions based on groups of items and customers. I.e. buy 3 equal of group A and get 20% discount on 2 items of group B
  • Simulated Promotions: Test your promotions in a simulation page in order to validate the desired outcome
  • Promotions in the Sale Screen: The seller can review active promotions at the point of sale and inform the customer of the amounts and % applied in the sale
  • Charge balance in loyalty cards: IMPOS allows charging balance to your customer loyalty cards from de Sales Screen

IMPOS for Retail

IMPOS for Retail is an online POS that works as a Microsoft 365 Business Central extension, working in a Windows 10-11 operative system in a touch PC or tablet (recommended =>10″)

IMPOS for Retail allows extensive functionality in your POS, especially in points of sale where BackOffice management is crucial, some outstanding features

  • Easy to install: Just install the extension and follow the configuration instructions
  • Multi-company chains: Centralized customer and promotion management allows deploying POS in a Microsoft 365 Business Central multi-company environment
  • 100% Touch POS: All POS screens and functionalities have been designed for a touch environment
  • Barcodes: Adapted to different types of barcodes, EAN13, EAN128 and you can create external barcodes with weight or price information
  • Items sold by weight: Designed to connect with a scale to sell items weight items
  • Shop sections: Create on-hold bills in the sections of your shop to be retrieved at the exit till of the shop
  • Sale documents: IMPOS creates receipts, invoices, returns, credit notes, shipments, and sales orders
  • Invoicing warehouse shipments: IMPOS can register invoices from shipments created in the warehouse, allowing customers to pay in the POS
  • Create sales orders and stock pickings: IMPOS creates sales orders and stock pickings directly from the Sale Screen
  • Item tracking: Use Serial Nos. or Batch Nos. in POS sales
  • Return coupons: Returns can create return coupons to be used in future sales by the customer
  • Units of measure: Use different item units of measure in sales, select the unit of measure from the favorite panel
  • Manual cash transactions: Control expenses or manual cash operations occurring in the POS
  • Favorite Panel: You can create groups of favorites and select items and units of measure from a touch screen
  • Sale prices and discounts: Use POS price lists or customer price lists according to standard Microsoft Dynamics 365 Business Central price options
  • Suggested Items: You can configure suggested items to appear on the Sale Screen to increase the average bill amount in the POS
Updated on April 4, 2022
Table of contents
  • IMPOS for Retail

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