FooodPosWiki

Redeem rules

What a member can swap points for, so many points for one item. Code, Title, Points it costs, Item, Item's price, Shown in order, From, To, Switched on and Description; + New rule, Edit, and Delete, which is for good.

Who uses it:OwnerWhere:Back office
On this page

A redeem rule says what a member can swap points for: so many points for one item, such as 500 points for a Teh Tarik. Redeem rules lists them, and is where you add, change and delete them.

The rules are kept in the Member Portal, beside the points rule.

Before you start

  • To see the rules, your back office access group needs Member (members, points, wallet, vouchers), View.
  • To add, change or delete one, it needs Connect or disconnect Member; points rule, wallet rules, voucher templates, redeem rules, settings. Without it, the list is shown with no buttons.
  • Know the code of the item each rule is for: the rule names its item by code.

Open Redeem rules

  1. In the back office's menu, under MASTERS, click Member, then Redeem rules.

The list, part by part

Redeem rules: so many points for one item, in the order they are shown.
  1. Redeem rules: under MASTERS, in the Member category.
  2. How many: 3 rules.
  3. Refresh: reads the rules again from the portal.
  4. + New rule: adds a rule. See Add a rule.
  5. Code: the rule's own short code, such as FREE-TEH.
  6. Title: what the member is offered, with its description under it.
  7. Points: how many points it costs.
  8. Item: the code of the item the points are swapped for, or —.
  9. Price: the item's price on the bill, which the points pay for.
  10. From: the first day of the rule, or —.
  11. To: its last day, or No end.
  12. Status: On, or Off for a rule switched off. A rule switched off is drawn paler.
  13. Edit and Delete: change the rule, or delete it for good.

The rules are listed in the order of their Shown in order, lowest first. With none yet, the list says No redeem rules yet.

Add a rule

New redeem rule: the item, its price, and what it costs in points.
  1. Code: needed. Short, such as FREE-TEH, up to 50 characters. No two rules share one.
  2. Title: needed. What the member is offered, such as Free Teh Tarik, up to 200 characters.
  3. Points it costs: needed. A whole number above 0.
  4. Item: needed for a new rule. The item's code. Type a dish's name or code and your items are offered, with their price; click one to take its code.
  5. Item's price (RM): needed. The price of the item on the bill, which the points pay for. 0 or more.
  6. Shown in order: needed. A whole number; lower numbers come first. A new rule starts at 100.
  7. From: the first day the rule holds. Leave it empty to start at once.
  8. To: the last day. Leave it empty for no end.
  9. Switched on: ticked (Members can redeem this), the rule is offered. Untick it to stop offering it for now.
  10. Description: optional, up to 1000 characters. Shown under the title in the list.
  11. Save: saves the rule in the Member Portal.
  1. Click + New rule. The window New redeem rule opens.
  2. In Item, type part of the dish's name, such as teh, and click the dish in the list. Its code goes in the box. While Item's price and Title are empty, they are filled for you, with the item's price and Free Teh Tarik.
  3. Type a Code, such as FREE-TEH.
  4. Type what it costs in Points it costs, such as 500.
  5. Check the Title and the Item's price, and set the dates if it is an offer for a time.
  6. Click Save. The big green SAVED shows, and the green box says "Free Teh Tarik" is saved.

Change a rule

  1. Click Edit on the rule's row. The window is titled with the rule's title, such as Edit Free Teh Tarik.
  2. Change what you need. The code may be changed, as long as no other rule has it.
  3. Click Save. Only the boxes you changed are sent; the rest stay as they are in the Member Portal.

To stop offering a rule for now, untick Members can redeem this and save. It stays in the list, marked Off, ready to switch on again.

Delete a rule

Deleting is for good. A rule deleted cannot be brought back, in the back office or in the portal.

  1. Click Delete on the rule's row.
  2. The back office asks: Delete "Free Teh Tarik" for good? This is PERMANENT: the rule is removed from the Member Portal and cannot be brought back. To stop offering it for now, edit it and switch it off instead.
  3. Click OK. The green box says "Free Teh Tarik" is deleted.

What if…