Loyalty Point Entry
Overview
Loyalty Point Entry – Business Overview
Loyalty Point Entry is a business document in Dafater used to record and manage customer loyalty points. It acts as an official record whenever loyalty points are awarded, adjusted, or redeemed, ensuring transparency and accurate tracking of customer rewards.
Purpose in Business Operations
Loyalty Point Entry supports customer retention and engagement strategies by:
- Recording loyalty points earned by customers through purchases or promotions
- Adjusting points in cases of corrections, goodwill gestures, or disputes
- Maintaining a clear audit trail of all loyalty point movements
It ensures that customer reward balances are reliable and aligned with company loyalty policies.
Prerequisites and Setup Requirements
Before using Loyalty Point Entry, the business should ensure:
- A defined loyalty program with clear rules for earning and redeeming points
- Customers are properly registered in Dafater
- Loyalty point earning and redemption policies are approved and communicated internally
- Staff responsible for customer accounts understand when and why loyalty points should be adjusted
Typical Workflow and Business Process Fit
Customer Activity Occurs
A customer makes a purchase, qualifies for a promotion, or redeems rewards.Loyalty Points Are Calculated
Based on business rules, points are earned, redeemed, or adjusted.Loyalty Point Entry Is Created
The transaction is recorded using Loyalty Point Entry to reflect the points movement.Customer Balance Is Updated
The customer’s loyalty point balance is updated and becomes available for future use.Review and Reporting
Management can review loyalty point activity for analysis, audits, or customer service inquiries.
Key Business Scenarios Where It Is Essential
Retail and Sales Promotions
Awarding points for purchases, seasonal offers, or special campaigns.Customer Service Adjustments
Adding or correcting points due to complaints, returns, or service recovery.Reward Redemption Tracking
Recording when customers use points for discounts, gifts, or services.Marketing and Retention Analysis
Reviewing loyalty engagement to measure campaign effectiveness.
Important Considerations for Users
- Always ensure the reason for the loyalty point entry is clear and accurate.
- Avoid manual adjustments unless they are approved according to company policy.
- Regularly review loyalty point balances to prevent disputes with customers.
- Use Loyalty Point Entry consistently to maintain trust in the loyalty program.
Loyalty Point Entry plays a critical role in strengthening customer relationships by ensuring loyalty rewards are handled fairly, transparently, and in line with business objectives.
Basic Information
- Module: Accounts
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| loyalty_program | Loyalty Program | Link | Loyalty Program | Loyalty program under Dafater governing point earning and redemption rules | |
| loyaltyprogramtier | Loyalty Program Tier | Data | - | Customer’s tier level within the Dafater loyalty program | |
| customer | Customer | Link | Customer | Customer receiving or redeeming loyalty points in Dafater | |
| invoice_type | Invoice Type | Link | DocType | Source document type in Dafater generating loyalty points | |
| invoice | Invoice | Dynamic Link | invoice_type | Specific invoice in Dafater linked to this loyalty entry | |
| redeem_against | Redeem Against | Link | Loyalty Point Entry | Referenced Dafater loyalty entry against which points are redeemed | |
| loyalty_points | Loyalty Points | Int | - | Number of loyalty points earned or redeemed in Dafater | |
| purchase_amount | Purchase Amount | Currency | - | Eligible purchase value considered for loyalty calculation in Dafater | |
| expiry_date | Expiry Date | Date | - | Date when loyalty points expire and become unusable in Dafater | |
| posting_date | Posting Date | Date | - | Date Dafater records this loyalty point transaction | |
| company | Company | Link | Company | Company within Dafater under which loyalty points are managed |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Accounts User | ✓ | |||||
| Accounts Manager | ✓ | |||||
| Auditor | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Company | Links to | Setup |
| Customer | Links to | Selling |
| Loyalty Point Entry | Links to | Accounts |
| Loyalty Program | Links to | Accounts |