Setup Requirements for Customer Points Programs

To offer a points program to your customers, define customer points programs in the following control maintenance record, and assign the following authorization key to users who can access and edit the Customer Points Maintenance screen and run the Customer Points Report. You must also set up the points programs for each customer who can participate in the program on the Customer Points Maintenance screen.

You are not required to assign a points program to price lines or products to use the customer points program, but if you create multiple points programs and want the points for products to remain consistent across the points programs, assign points programs to those products and price lines.

Only a system administrator is authorized to set control maintenance records and authorization keys.

Control Maintenance Records

Set the following control maintenance record:

Valid Customer Points Programs

Authorization Key

Set the following authorization key:

CUST.POINTS

See Also:

Customer Points Overview

Assigning Points Programs to Customers