Use the points program as an incentive for customers to purchase a target dollar amount of selected products. Assign a points-per-dollar multiplier or percentage at the price line level. The system multiplies the actual dollars sold—for stock sales and direct ship sales—by the multiplier or percentage to determine the points the customer earns.
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
To create a points program for a price line:
From the Files > Price Maintenance menu, select Price Line to display the Price Line Maintenance window.
In the Price LineID field, enter the price line ID to display the price line record.
Select Edit >Points to display the Price Line Points Maintenance dialog box.
In the Program field, do one of the following:
Select the points program to assign or edit from the list.
Enter a name for a new points program.
Leave the field blank to use the points program that was in existence, if any, before the multiple points program functionality was added.
In the Calculation Method field, enter one of the following to determine how points are calculated:
Multiplier - Stock and Direct field entries on this dialog box are used as single decimals. For example, .2 = 20 percent.
Percentage -Stock and Direct field entries on this dialog box are used as whole numbers. For example, 50 = 50 dollars.
Select File > Toggle Hierarchy, enter a branch, and click OK to view the settings for a specific branch and where those settings came from. All territories that contain that branch display in the Branch /Territory column below the branch, in the order of the territory priority. For more information, see Branch Hierarchy Details.
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.
You must exit the Price Line Maintenance window for changes to take affect.
See Also: