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backups/backup_html_20260109_181155/cust_rewards_manager.htm
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backups/backup_html_20260109_181155/cust_rewards_manager.htm
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Reward Manager</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1">Reward Manager</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a5">How do I? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a> <span style="color: #c0c0c0;">|</span> <a href="cust_rewards_oview.htm">Rewards Program Overview</a></p>
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<div class="droptext" id="POPUP295393767" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="cust_rewards_modify.htm">Modify my rewards program?</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="../qbpos_recording_sales_and_returns/receipt_redeem_reward.htm">Redeem a reward?</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="cust_rewards_track.htm">Track earned rewards?</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="cust_rewards_manual.htm">Manually issue or cancel a reward?</a></p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<div style="float: none;">
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<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
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</div>
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<p class="Help-Text">All settings for your Customer Rewards program are controlled through the Reward Manager.</p>
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<p class="Help-Text"><a href="cust_mergeduplicates.htm">Legal Considerations for a Rewards Program</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Reward Program Terminology <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP252232072" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><span class="hcp5">Reward Manager:</span> Point of Sale program window where you define the parameters of your Rewards program.</p>
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<p><span class="hcp5">Rewards Member:</span> Any customer that has been enrolled as a member in your program. Point of Sale automatically tracks reward members purchases and rewards.</p>
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<p><span class="hcp5">Purchase Threshold:</span> The amount a customer must purchase during the purchase tracking period to earn a reward. Another reward is earned each time the customer purchases reach this amount.</p>
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<p><span class="hcp5">Purchase Tracking Period:</span> Time period within which purchases must be made to qualify for rewards. Specify a start and end date; or leave end date open-ended.</p>
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<p><span class="hcp5">Reward Amount:</span> The reward value earned when a customer meets the purchase threshold. This can be defined as a dollar amount or as a percentage off a future purchase.</p>
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<p><span class="hcp5">Reward Expiration:</span> (Optional) Specifies how long a reward is valid for redemption. Measured from the earned date, adjusted for a reward blocking period if used (see below).</p>
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<p><span class="hcp5">Earned Reward:</span> Pending reward that has been earned but not yet redeemed.</p>
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<p><span class="hcp5">Purchase Balance:</span> A customers current sales accumulation toward earning the next reward.</p>
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<p><span class="hcp5">Reward Redemption:</span> The act of applying a customer reward to discount a new purchase.</p>
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<p><span class="hcp5">Redemption Blocking Period:</span> Period after the qualifying sale in which redemption of an earned reward is not allowed. This can be set to the length of your return policy to help avoid returns of items for which a customer has already earned and redeemed a reward.</p>
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<p><span class="hcp5">Qualifying Purchases/Redemptions:</span> The list of items whose purchase qualifies toward earning a reward and/or that qualifies for reward redemption. To qualify, items must be purchased within the purchase tracking period. The return of a qualifying item reduces the customers current purchase balance.</p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Info-Line">To define your program:</p>
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<ol class="hcp6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp5">Rewards Manager</span> from the Customer menu.<img src="../image/rewards_setup.gif" alt="Reward Manager" title="Reward Manager" width="183" height="116" align="left" border="0" class="hcp7"></p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">If not already set, select <span class="hcp5">Turn Tracking ON</span>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Enter an amount for the <span class="hcp5">Purchase Threshold</span>. This is the amount a customer must spend in your store to earn a reward.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Specify the <span class="hcp5">Reward Amount</span> (dollar amount or percentage) and then select <span class="hcp5">$ off</span> or <span class="hcp5">% off</span> from the drop-down list.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">(Optional) Select a <span class="hcp5">Reward Expiration</span> period.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Specify the <span class="hcp5">Purchase Tracking Period</span>.</p>
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</li>
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</ol>
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<p class="Help-Indent" style="margin-left: 27px;">You must enter a Start date; the End date is optional. To leave the program open-ended, select the <span class="hcp5">No End Date</span> check box. All qualifying items purchased during this period accumulate towards earning rewards.</p>
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<ol start="7" class="hcp6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">In the Rewards Options area, make selections for how you wish to enroll members, be alerted when rewards are earned, and set a redemption blocking period.</p>
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</li>
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</ol>
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<p class="Help-Indent"><img src="../image/reward_options.gif" alt="Reward Manager" usemap="#MAP178968443" title="Reward Manager" width="283" height="101" border="0" class="hcp7"> <map name="MAP178968443" id="MAP178968443">
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<area shape="rect" coords="232, 83, 281, 96" href="qbpos:helppopup.5507" alt=""></map></p>
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<p class="Help-Indent">If you enter a redemption blocking period, the entered number of days will be added to the reward expiration date. Example: With a 30-day expiration date, and a 10-day blocking period, the reward will expire 40 days after the purchase date.</p>
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<ol start="8" class="hcp6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp5">Save</span>.</p>
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</li>
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</ol>
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<p class="Help-Text">If you get the Reward Change dialog, click <span class="hcp5">OK</span> to close it. This dialog is displayed anytime you modify your rewards program, to alert you to potential effects the change may have on current and future rewards.</p>
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<p class="Help-Info-Line">Other tasks/information available from Reward Manager:</p>
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<ul style="list-style: disc;">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp5">Reward Program Status</span>: Displays the total value of rewards redeemed under your program, and options to turn the program on/off and to view reward reports (<span class="hcp5">Member List</span> and <span class="hcp5">Redemption History</span>).</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp5">I Want To menu</span>: This menu includes two powerful options:</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp5">Enroll All Customers in Rewards Program</span>. All existing customers are enrolled in the program. Customers you add later are not enrolled unless you also select <span class="hcp5">Automatically enroll new customers</span> in the Rewards Options area.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp5">Clear All Rewards</span>. Removes all existing earned rewards from all customers. Current purchase tracking balances are not affected.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="cust_rewards_modify.htm">Modify your Rewards Program</a></p>
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<p class="Help-Text"><a href="cust_ID_cards.htm">Use Customer IDs and Cards</a></p>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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</body>
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</html>
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