Settings
Set Up Loyalty Points, Tiers, Redemption and Referrals
Loyalty converts customer spend into points, tiers and optional referral rewards. The sale screen can show a selected customer's balance and redeem points as a bill discount.
- Menu path
- Manage -> Marketing -> Loyalty & Rewards
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
frontend/modules/settings_write.html Marketing Loyalty fields, frontend/static/script/js/modules/js/loyalty.js, sales_write.html sales_loyalty_panel, sales.js loyalty payload and total calculation
Enable Loyalty Carefully
Loyalty is a money-affecting setting. Points can become discounts at the till, so the owner should approve the rule before staff start promising rewards.
- Turn on Enable loyalty only after the earning and redeeming rules are approved.
- Use one rule per branch unless the business has a documented reason for branch-specific rewards.
- Train cashiers to select the correct customer before taking payment.
- Review the liability cards because outstanding points are a future discount promise.
Set Earning Rules
Earning rules decide how much a sale gives back to the customer.
| Field | Meaning | Example operator rule |
|---|---|---|
| Points earned | Number of points awarded. | 1 point. |
| Amount spent | Spend required for the points earned. | per 100 in branch currency. |
| Rounding | How partial points are handled. | Round down to avoid over-crediting. |
| Minimum spend to earn | Small bills below this do not earn points. | Use 0 only if every sale should earn. |
Set Redemption Rules
- Set how many Points equal a currency Value.
- Set Minimum points to redeem so tiny balances do not slow down checkout.
- Set Max discount percent of bill when points should not pay the whole bill.
- Set Points expire after in months, or 0 when points never expire.
- Save loyalty settings.
- Create or select a test customer, make a sale and confirm the expected point behavior.
Use Tiers
Tiers let the business reward higher lifetime point totals with a multiplier. The lowest threshold is the starting tier.
- Create a simple starting tier such as Member at threshold 0.
- Use higher tiers only when staff can explain them to customers.
- Avoid overlapping thresholds that make tier rules hard to understand.
- After changing tiers, check a customer summary before live use.
Use Referrals
Referral settings award points when a referred customer makes the first qualifying purchase.
- Enable referrals only when staff have a consistent way to record who referred whom.
- Set points for the referrer and the new customer separately.
- Use Min first-purchase spend to prevent trivial referral rewards.
- Explain referral rules in the shop policy before staff mention them to customers.
At the Till
When a known customer is selected in New Sale, the loyalty code can show the customer's tier and point balance. If redemption has value and the customer has points, the cashier can enter points to redeem. The discount is treated as a bill-level loyalty discount.
- Select customer before opening PAY.
- Do not redeem points for Walk-in sales.
- Confirm the customer understands points spent cannot be spent again.
- The sale payload carries redeem points so the server can record the redemption.