Setting Up Products for the Customer Points Program

Use the Customer Points Program as an incentive for customers to purchase a target dollar amount of selected products.

Set up products for the program by assigning a points-per-dollar multiplier or percentage to the product record. The system multiplies the actual dollars sold of the product - for stock sales and direct shipment sales - by the multiplier or percentage to determine the points the customer earns.

Note: Points program parameters set at the product level override those set at the price line level.

Before assigning points to a price line, set up points programs in the Valid Customer Points Programs control maintenance record.

To set up a product for the Customer Points Program:

From the Maintenancemenu, selectProduct to display the Product Maintenance window.
Display the product record to set up for the Customer Points Program.
From the Pricing menu, select Point Maintenance to display the Product Point Maintenance window.
In the Program field, do one of the following to assign a points program to the product record:

Select an existing points program.
Leave the field blank to use the points program that was in existence before the multiple points program functionality was added.

In the Calculation Method field, select one of the following to determine how to calculate points:

Multiplier - Stock and Direct column entries are used as single decimals. For example, .2 = 20 percent.
Percentage - Stock and Direct column entries are used as whole numbers. For example, 50 = 50 dollars.

From the File menu, select Insert Branch to display the Product Point Maintenance dialog box.

In the Enter new branch or territory field, enter the branch to use for the points program and click OK.
Repeat steps 6-7 for each branch to use.

In the Stock column, for each branch, enter the value a customer must reach in stock sales to fulfill the points requirement.
In the Direct column, for each branch, enter the value a customer must reach in direct shipments to fulfill the points requirement.
Save the information and exit the dialog box.

More Options in the Product Point Maintenance Window

The Product Point Maintenance window also offers these options:

To...	Select this menu option...
define another points program for the product	File > Next Program The system clears the current information in the Product Points Maintenance window so you can enter the next points program to assign.
remove a branch from the Product Point Maintenance window	File > Clear Branch The system deletes the selected branch.
find a branch that is not currently visible in the window	File > Find Branch The Product Point Maintenance dialog box displays. In the Enter branch or territory to find field, enter the branch or territory ID and click OK. The cursor moves to the requested branch in the Product Point Maintenance window.
toggle between the branch hierarchy, which displays all territories that contain the indicated branch in the Branch/Terr column and in territory priority order, and the branches set up for the product's points program	File > Toggle Hierarchy The Product Point Maintenance dialog box displays. In the Enter hierarchy branch field, enter the branch for which to view the branch hierarchy and click OK to return to the Product Point Maintenance window with the selected branch hierarchy displayed. Select the menu option again to display the branches set up for the product's points program.