GPoS Loyalty Service Setup
This article applies to GPoS Loyalty Service version 1.6 and
higher. Screenshots are taken from GPoS Loyalty Service version 1.7.
The GPoS Loyalty Service handles all communication between GPoS and
Instant CRM. It is used whenever a card, barcode or other
identifying number is presented to GPoS, to match the number to a
Customer in the Instant CRM database and record that Customer
against the transaction. When a transaction is completed, the
service passes the transaction to Instant CRM to process points
gained or redeemed, and to record Drilldown product details where
applicable.
Installing the GPoS Loyalty Service
InstallShield Wizard
Double-click the installer, following the on screen prompts until
the InstallShield Wizard completes. The installation path cannot be
changed.
Windows Firewall
The InstallShield Wizard adds exceptions to the Windows Firewall
during the installation process. For details on exceptions for third
party software firewalls and hardware firewalls, see the Fidelity For IT Guide.
Configuring the GPoS Loyalty Service
Database Connections
For basic transaction functions, the Loyalty Service needs to
communicate with the Instant CRM database. Configure the connection
details on the Customer database connection details tab, as
per your Instant CRM application database configuration, then click Test Connection To Database to verify that the connection
details are correct.
Click the Database Connection Details tab and configure the
connection details for the Instant Drilldown and Total Control
Premier databases as required.
If you want to use Instant Drilldown to handle multiple TCP
databases, or multiple Sites within one TCP database, for example
where different Products and/or Product Points might be in use, tick
Use Drilldown Database For TCP Connections & Product Points
(Multiple Sources). See Instant Drilldown SQL Setup for more details
on configuring Instant Drilldown SQL.
Options
Points Calculation and Redemption
Used in conjunction with the settings configured against Schemes,
the Loyalty Service can calculate rewards and redemptions in several
ways.
| Use Both Methods (Product
Points and Full Sales Value) | Rewards will be calculated
using the number of eligible Product Points configured as
per the Drilldown setup, and the calculation configured in
the Customer Scheme against the total sales value, eg: Product 1 has 10 points and sells for £1.50 Product 2 has no specific points and sells for £2.00 Product 3 has 15 points and sells for £3.25 Sale Total = £6.75 Product Points = 15 (£0.15) Total to be calculated = £6.90 |
| Use Product Points value
(Requires Total Control Premier) | Rewards will be calculated
using only the number of eligible Product Points configured
as per the Drilldown setup, eg: Product 1 has 10 points and sells for £1.50 Product 2 has no specific points and sells for £2.00 Product 3 has 15 points and sells for £3.25 Sale Total = £6.75 Product Points = 15 (£0.15) Total to be calculated = £0.15 |
| Calculate Points on Full
Sale Total | Rewards will be calculated
using only the calculation configured in the Customer Scheme
against the total sales value, eg: Product 1 has 10 points and sells for £1.50 Product 2 has no specific points and sells for £2.00 Product 3 has 15 points and sells for £3.25 Sale Total = £6.75 Product Points = 15 (£0.15) Total to be calculated = £6.75 |
| Use Both Methods (Product
and sale remainder) | Rewards will be calculated
using the number of eligible Product Points configured as
per the Drilldown setup, and the calculation configured in
the Customer Scheme against the total sales value excluding
the Products with set Product Points, eg: Product 1 has 10 points and sells for £1.50 Product 2 has no specific points and sells for £2.00 Product 3 has 15 points and sells for £3.25 Sale Total = £6.75 Product Points = 15 (£0.15) Total to be calculated = £6.60 |
| Allow Points on Redemptions
(Global) | If ticked, points will be
rewarded as configured on the Loyalty Service and Customer
Scheme if points have been used to pay for the purchase; if
unticked, points will not be rewarded if points have been
used to pay for the purchase |
| Exclude groups from
calculations | Add Group Codes separated by a
comma, to stop the Loyalty Service calculating rewards on
Products in these Groups |
Stamps and Drilldown
Used in conjunction with the settings configured against Schemes,
the Loyalty Service can calculate rewards and redemptions in several
ways.
| Process Stamps (Requires
GPoS DB160 / CRM 2.5) | If ticked, the Loyalty Service
will handle Stamp transactions |
| Process Drilldown data | If ticked, the Loyalty Service
will use the Drilldown settings to post Product information
to the Drilldown database |
| Total Control Options | If using one TCP database/site
as per Database Connections above, set the Site and Product
Points Userfield here |
Miscellaneous Settings
Used in conjunction with the settings configured against Schemes,
the Loyalty Service can calculate rewards and redemptions in several
ways.
| Generate an admission
transaction for accepted members on these ECRs | Add ECR Codes separated by a
comma, to have the Loyalty Service create a Admission
transaction on the Customer record, similar to how GPoS
Admissions creates an Admission transaction |
| Don't Cache Customers Data | If ticked, the Loyalty Service
will pull customer data from the SQL database with every
request; if unticked, the Loyalty Service will cache
customer data at regular intervals and only pull data from
the SQL database if it isn't cached It's recommended that this is left unticked if a large
Instant CRM database is in use, in order to keep data cached
and quicker to look up |
| Maximum Multibuy Flags | If you are using more than 5
Multibuy Flags in Instant CRM, set the number of flags in
use here |
| Send pictures with loyalty
requests | If ticked, pictures saved on Customer records will be
displayed on the Proceed / Reject popup in GPoS; you can add
ECR Codes separated by commas to send pictures just to
specified POS |