PHARMASAVE LOYALTY REWARDS BONUS EVENTS FINESTRA POS

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1 PHARMASAVE LOYALTY REWARDS BONUS EVENTS FINESTRA POS There are many Loyalty Reward Bonus Event scenarios available for use. Below you will find the necessary instructions to create a Loyalty Rewards Bonus Event within your Finestra System. If you have any questions, please contact POSitec Customer Support at LOYALTY RULE FIELD DEFINITIONS UPC Description Categories Use to specify an Item UPC or use to select all items that begin with the entered UPC Segment. For example: If you enter UPC , then the customer must purchase that specific item to earn the bonus points. However, if you enter only , then the customer will earn the bonus points for every item they purchase that begins with the UPC Segment Use to select all items that begin with the entered Description. For example: If you enter Description ADVIL, the customer will earn bonus points for every item they purchase that begins with the Description ADVIL. Use to select all items that are assigned to the specified Department, Category or Fineline. Select [Set] to make your selection.

2 Manufacturer Group Private Label Bonus Items Dollar Level Award Qty Level Award Dollar Level Multiplier Qty Level Multiplier Thresh Value Code Coupon Rule Desc Use to select all items that are assigned to the specified Manufacturer. Select [Set] to make your selection. Use to select all items that are assigned to the selected Group. Use to select all items where the Private Label flag in the Product File has been selected. Use the Bonus Items option when the customer is required to purchase the specified Item UPC to earn the set quantity of bonus reward points. For example: If you purchase UPC , you earn 100 bonus points. Use a Dollar Level Award when the customer is required to purchase a specific dollar amount before taxes to earn the set quantity of bonus reward points. For example: For every $50 spent, you earn 100 bonus points. Use a Quantity Level Award when the customer is required to purchase a set quantity of the item(s) to earn the specified quantity of bonus reward points. For example: For every 2 items purchased, you earn 50 bonus points. Use a Dollar Level Multiplier when the customer is required to purchase a specific dollar amount before taxes to earn the set multiple of bonus reward points. For example: For every $50 spent, you earn 5 times the bonus points. Use a Quantity Level Multiplier when the customer is required to purchase a set quantity of the item(s) to earn the specified multiple of bonus reward points. For example: For every 5 items purchased, you earn 2 times the bonus points. Enter the Thresh Quantity or Thresh Dollar Level that the customer must reach before they are able to earn the specified bonus points. Enter the Point Value you wish for the customer to earn when they reach the specified thresh level. Enter a short Loyalty Code that describes your bonus scenario. This code will display on the till receipt. Use to trigger a Coupon Bonus Point Event. For example: if the Bonus Points Event is for specific customers only (ie: seniors), then create the loyalty rule using a Coupon Code, then enter this code within the transaction to activate the bonus scenario. Enter a short Rule Description that describes your bonus point event. This description will display on the till receipt. CREATE A LOYALTY EVENT 1. Select [F10] Event Editor, then [F1] New Event 2. Enter an [Event Name] that best describes your bonus event; ie: PHS Brand 10x Bonus Points 3. Enter the [Start Date] you wish to use, then press [Enter] to accept the default time 4. Enter the [End Date] you wish to use, then press [Enter] to accept the default time

3 5. Select the [Loyalty] check box, then [F2] Save CREATE A LOYALTY RULE 1. Select [F10] Event Editor 2. Highlight the Loyalty Rewards Event you wish to use, then choose [F9] Select 3. Select [F1] New Rule 4. Assign items to the event by choosing one or more of the following options defined above: a. UPC b. Description c. Category d. Manufacturer e. Group f. Private Label 5. Select one of the following Loyalty Reward Bonus Level options defined above: a. Bonus Items b. Dollar Level Award c. Qty Level Award d. Dollar Level Multiplier e. Qty Level Multiplier 6. Enter the [Thresh Level] the customer must reach, then enter the [Points Value] that they will earn; ie: Spend $50 and earn 10 times the points, Thresh = 50 & Value = Enter a short [Loyalty Code] that best describes your bonus event; ie: PHS10X 8. Enter a short [Rule Description] that best describes your bonus event; ie: PHS 10X BONUS POINTS

4 9. Select [F2] Save COUPON TRIGGERED LOYALTY RULES A Coupon Triggered Bonus Rule behaves the same as any other bonus scenario, except it requires a Coupon Code to be entered before the scenario becomes active. If the Coupon Code is entered and the bonus scenario criteria is met, the customer will receive the Bonus Points. The Coupon Code must be in an 8-Digit Alpha/Numeric format. This 8-Digit Code will be keyed in at the till to activate the coupon, and therefore should be printed/displayed on the coupon for cashier use. CREATE A COUPON TRIGGERED LOYALTY RULE 1. Select [F1] Event Editor 2. Highlight the Loyalty Reward Event you wish to use, then choose [F9] Select 3. Select [F1] New Rule 4. Complete the New Rule Entry Form A Loyalty Coupon cannot be used in conjunction with the Bonus Items option. 5. In the Coupon field, enter an [8-Digit Alpha/Numeric Code] for the Coupon; ie: BNSPNT10 6. Select [F2] Save

5 PROCESSING A COUPON TRIGGERED LOYALTY RULE 1. Select [F1] Invoicing, then enter the customers PS Rewards Card information 2. Key in the [Coupon Code], then press [Enter] to activate the coupon A Loyalty Bonus Points Coupon can only be used once within a transaction.

6 3. At the Coupon Added prompt, select [F12] OK 4. [Scan] any remaining items, then select [F9] Pay and complete the transaction REDEEM POINTS & SAVE EVENTS A Redeem Points & Save Event allows you to create a rule where a sale price is triggered when the customer redeems a set number of points. For example, you can purchase the Pharmasave Allergy Formula 25MG 36 Caplets item for $6.99 when you redeem 150 Points. It can also be used to create a rule where an item can be given away free of charge when the customer redeems a set number of points. For example, receive the Pharmasave Reusable Bag Maple Leaf Size Medium item at a $0.00 cost when you redeem 1 Point. CREATE A REDEEM POINTS & SAVE RULE 1. Select [F1] Event Editor 2. Highlight the Sale Event you wish to use, then choose [F9] Select 3. Select [F1] New Rule 4. Complete the New Rule Entry Form 5. Select the [Use Points] option, then enter the [Number of Points] that customer must redeem to receive the specified Sale Price; ie: 150 Points 6. Enter a short [Rule Description] that best describes this rule; ie: On Sale $6.99, Use 150 Points 7. Select [F2] Save

7 CREATE A REDEEM POINTS FOR A FREE ITEM RULE 1. Select [F1] Event Editor 2. Highlight the Sale Event you wish to use, then choose [F9] Select 3. Select [F1] New Rule 4. Complete the New Rule Entry Form with the following: a. Rule Value set to [$0.00] 5. Select the [Use Points] option, then enter the [Number of Points] that customer must redeem to receive the specified Sale Price; ie: 1 Point 6. Enter a short [Rule Description] that best describes this rule; ie: Free, Redeem 1 Point 7. Select [F2] Save

8 PROCESSING A REDEEM POINTS & SAVE RULE 1. Select [F1] Invoicing, then enter the customers Points Card information 2. [Scan] the item into the transaction, then at the This item qualifies for, Do you want to use points for this item? prompt, select [F12] Yes

9 3. [Scan] all remaining items into the transaction, then select [F9] Pay and complete the transaction REWARDS REDEMPTION EVENTS A Rewards Redemption Event is used to temporarily change the Redemption Reward Values within your store. This can be promoted to encourage customers to redeem their Points for a higher Reward Value during the set date range, which in turn helps to lower your store s outstanding liability. CREATE A REWARDS REDEMPTION EVENT 1. Select [F9] Utilities, then [F1] Company Setup 2. Select the [Store Rules] Tab, then select the [Manage Redemption] option 3. Select [F1] New Event If the Rewards Redemption Event you wish to use already exists, you may skip Step #3 listed above and proceed to Step 5 below. 4. Complete the New Event Entry Form, then select [F2] Save Events 5. Highlight the Rewards Redemption Event you wish to use, then select the [Thresh Holds] Tab 6. Using the arrow keys on your keyboard, navigate to the Dollars Column and enter the temporary [Redemption Dollar Values] for each Point Level 7. Tab off of the Dollars Column to save the temporary Redemption Dollar Values, then select [F12] Exit The new Redemption Dollar Values will be used for any redemption that occurs during the Reward Redemption Event. When the event expires, the redemption levels will return to the regular default values.

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