Shree Ganesh Traders runs the Retail preset. Meena Sharma (98XXXXXX10) buys groceries for Rs 2,500. The bill earns 25 points (1% of Rs 2,500), worth Rs 25. She gets a WhatsApp message with her balance. Two weeks later she buys for Rs 600 and uses those 25 points, so she pays Rs 575 in cash. That second bill earns 5.75 points on the Rs 575 she paid in money.
Why loyalty pointsSmart tool Loyalty points
Give every customer a reason to come back.
Put the customer's mobile number on the bill. Speed Plus 9 earns the points, sends the message, expires old points and lets the customer spend them on a later bill.
- Customers come back
- No extra work at the counter
- You always know what you owe
01Customers come backEvery bill leaves a balance in the customer's name that is worth real rupees only at your counter.
02No extra work at the counterThe cashier types one mobile number. Points, limits and messages are handled by the software.
03You always know what you oweOne report shows every member, every missed bill and the rupee value of all live points.
How it works
Up and running in 5 steps.
- Log in as SUPER USER
- Open Help → Loyalty Points
- Click the Retail or Restaurant card
- Press Start loyalty
- Type the customer's mobile number on every bill
Try it
What does a customer earn?
Move the sliders. Points are earned on the bill, and next time they can pay part of a bill, up to the share you allow. The Retail preset is 1% earned and up to 20% of a bill.
- Points earned on this bill
Usable on the next bill of the same size
1 point is worth ₹1 here. Your programme can set another value, an expiry and a minimum balance.
A closer look
Loyalty points, screen by screen.
Loyalty points
Earning points at billing
Only one field changes at the counter. On the POS screen (Chapter 13) type the number in Customer's Mobile No. and press Enter. If the customer has bought before, the name and address come up. Add the items and save the bill as usual. The points for that bill are written to the customer's points ledger the moment the bill is saved.
Full steps in the guideLoyalty points
The Loyalty Report
Open Help → Loyalty Report. This is the report of the new engine. A company still on old loyalty cards sees the classic report until it is upgraded (21.9). Four tiles sit at the top: Members, Points held, Liability (the rupee value of all live points, which is the discount you still owe) and Expiring in 30 days. Below them are four tabs.
Full steps in the guideLoyalty points
A customer's points ledger
The Points ledger opens from the Members tab. It is read-only and answers the question "why is the balance what it is?". Five tiles sit on top: Balance now, Total earned, Used, Expired, Total sale.
Full steps in the guideLoyalty points
Year-end, old cards and the engine upgrade
When you create next year's company (Chapter 16), tick Loyalty Points Transfer in Change Financial Year, or open the Settings icon → Company Profile of the new year and click Import Loyalty. Members and their live points come across as Opening lots. Then open Loyalty Report → Missed bills and press Repair these bills.
- Keep the balance customers see today (recommended). Each customer starts with the Balance Now column.
- Recalculate from bills (slab on each bill). Each customer starts with the Recalculated column.
Loyalty points
Setting up the program
Only the owner can create or change the program. Any other user who presses Save sees "Only the owner (SUPER USER) can change the loyalty program." Everyone can still open the screen and read it.
- Log in as SUPER USER and open Help → Loyalty Points.
- On the Program card click Retail, Restaurant or Custom. Each card shows its headline, for example 1% back · 12 months.
- Type a Program name if you want one. Left blank, the program is called Loyalty.
Worked examples
With real numbers, the way a shop uses it.
Raju Electricals wants round numbers, so it uses slabs: Bill from (₹) 500 earns 10 points, 1,000 earns 25 points, 2,000 earns 60 points. A Rs 450 bill earns nothing. A Rs 1,450 bill earns 25 points (it is in the 1,000 slab). A Rs 8,000 bill earns 60 points, because the last slab has no upper limit.
How points are earnedA family eats at Hotel Annapurna, which runs the Restaurant preset. The food bill is Rs 1,200 and the captain types the host's mobile number in Touch KOT. The bill earns 60 points (5% of Rs 1,200). The printed bill shows "Points earned 60, Balance 60" because the format has ON36 and ON37 on it.
Earning points at billingEverything inside
Each topic has its own step-by-step section.
Features in detail
Pick a feature and read its page.
Videos
Watch Loyalty points on the real screen.
New Year: Carry Customers' Loyalty Points Forward
4 Rules for Redeeming Points: Balance, Maximum Percent, Minimum and Oldest First
Old Loyalty Card to the New Engine: What to Check Before "Upgrade now" | Speed Plus 9
Loyalty Report: How Much Discount Do You Owe Your Customers in Rupees?
Give Customers a Reason to Return! | Speed Plus 9 Loyalty Points
Speed Plus 9.0 + Telegram: Now Broadcast to unlimited telegram users FREE OF COST using ERP Software
Questions
What people ask about Loyalty points.
How does a customer join the program?
There is no form to fill. The first sale bill with their mobile number creates the member and the first points.
Which bills earn points?
Sale bills only, from POS, Touch POS, the Sale screen and Touch KOT. Purchases, receipts and challans do not.
Do points earn more points?
No. Points are earned only on the part of the bill paid with money, never on the part paid with points.
What is 1 point worth?
₹1 in both presets. A Custom program can set another value in 1 point is worth.
Why does the bill show 24 points when 1% of Rs 2,450 is 24.50?
Points are stored to two decimals, but the customer sees and spends whole points. The 0.50 stays in the balance and counts once more points come in.
Can points pay the whole bill?
Only if you set Points can pay up to to 0 (no limit) in Help → Loyalty Points. The presets cap it at 20% (Retail) and 25% (Restaurant).
When do points expire?
12 months after the bill (Retail) or 6 months (Restaurant). Set Points expire after to 0 and they never expire.
Can I give a customer bonus points by hand?
Yes, as SUPER USER in Help → Loyalty Report → Adjust points. A reason is compulsory and stays in the ledger.
Can points go negative?
No. Redemption always stays within the balance and the program's limit. A return that cannot be taken back is listed in the report, not forced below zero.
What happens when I delete a bill?
Its points are reversed and shown struck through as UNDONE in the ledger. They never move to another customer and are never doubled.
See Loyalty points working on your kind of bills.
Tell us your trade and how you bill today. We will show you the same work in Speed Plus 9, on a call or at your shop.