True Value Rewards. Presented by:

Transcription

1 True Value Rewards Presented by:

2 Objectives Upon Completion of this class you should have the knowledge to; Setup and configure your Eagle System for the True Value Rewards (TVR) Program. Add, Change and Maintain Rewards customer records using Quick Add Use the Point of Sale features to post a TVR sale. Activate and maintain promotions. Review TVR related reports.

3 Today s Agenda Pre Launch Activity Setup General Options/Screens Enhanced Options TVR Customer Maintenance & Quick Add TVR at Point of Sale Where to Get Help

4 Pre Launch Activity True Value Notifies Activant of your Launch Date Activant connects to your Eagle Enables TVR Software Verifies your Eagle software level You will be contacted if an upgrade is needed

5 True Value Rewards Setup

6 Setup List Receipt Printers True Value Rewards Constants (TVC) Receipt Printer Savings Line Options Configuration True value Rewards Customer Maintenance (TVR) True Value Rewards Mailers True Value Rewards Member Promotions

7 Receipt Prints at END of Transaction

8 Assigned Customer # in MVR Your encoded TV store number may already be in the Assigned Customer # field. This value must be the ENCODED value. If you are unclear please check before changing.

9 Generic Rewards Coupon - TVR SKU must be TVR

10 Generic Rewards Coupon - TVR Check with your accountant to determine the Tax Status of coupons!

11 Generic Rewards Coupon - TVR If you use the Load tab to enter your SKU, don t forget to go back to the Codes tab to enter C in the Promo Sales Code!

12 True Value Reward Constants Security Bits 10-Access 11-Add/Change

13 True Value Reward Constants Your default cash customer (set in MCR) goes here and can be any cash customer (*###) number. A typical scheme is as follows; Multi-Store *100 Store 1 *20000-Store2 *30000-Store 3 Changing POS Link Window to B activates TVR at Point-of-Sale at both the START and END of the Transaction

14 True Value Reward Constants - TVC

15 Print Savings Line No Option Activant Solutions Inc. All Rights Reserved

16 Change Customer Option 5010 Change Customer and the customer number changes if the TVR # is entered after the start of the transaction.

17 Prompt for Loyalty ID Option 5011 Set to Cash Customers and you will not be prompted for the TVR# for charge (A/R) sales.

18 Coupon Options Enter Coupon SKU Dept in COTUTL Set Taxable flag according to your State/Local law Set Options 3251, 3253 & 3255 to Yes Add New SKUS via EFM Review in FIL COTNEW Update (RFL) New Coupon SKU also added from catalog

19 Add Coupon SKU Dept. in COTUTL 2010 Activant Solutions Inc. All Rights Reserved

20 True Value Rewards Setup Enhanced Options

21 Enhanced TVR Loyalty Option 1044 Allows you to; Add /change TVR customers at POS 2 way update of additions & changes Use % off coupons based on subtotal Note: Multiple Loyalty numbers are not yet supported. Do not use this feature at this time.

22 New features to TVR New Fields for and Birth month Viewer access of customer attributes 2 Way Update of Customer Information Download SKU/UPC Pairs TVR ID# Lookup in MCR (also POS customer field) (Use customer field) Alternate ID lookup of TVR customers ZZ

23 Customer Viewer Segments(Attributes) Identify your Best Customers Foundation Builder Achiever

24 Lookup by loyalty name Option 9555 Use in POS/MCR Begin Loyalty Name search with ZZ Customer name LASTNAMEFIRSTNAME Example: Abe Lincoln ZZLINCOLNABE Enter customer names in ALL CAPS for best search results.

25 Select Birth Month Field Option 9130 Birth Month is not the same as the Birthdate field in MCR and the value entered here will not be reflected in MCR. The birth month is transmitted the loyalty vendor and used for promotional efforts

26 Transaction % off Coupons Apply discounts based on the transaction total- not just at the item level Coupon is added from the True Value Catalog. Requires Option 1044 Windows will display

27 Transaction % off Coupon Exceptions Items posted at POS will not be discounted if: Discountable Flag = No The <Discount> key & option 630 set to No The <Ctrl> <O> key & option 760 set to Yes & Option 630 set to No Qty Break discount is used & option 660 set to No Matrix Price is used & option 660 set to No Matrix Price is used & option 680 set to No Open Quote Price is used & option 700 set to No CPP price & CPP Trade Discount flag set to No

28 TVR Customer Maintenance & Quick Add

29 Set a default customer for Quick Add Establish a cash default customer Enter the number in MCR Tools - Options

30 Quick Add options Allow Access to customer contact fields in Customer Maintenance (Password required) Check to see this is set to Yes 5432 Allow quick add of customers in POS Set to Yes 9107 Allow change of customers in POS Customer Quick Add Set to Yes 9137 Build Reverse sort name in Quick Add Set to Yes

31 Quick Add options 9129 Require specific fields when adding account using Quick Add 9130 Additional fields to include in Quick Add At least set Birth Month (8) 9139 Copy customer name into auth to charge name in Quick Add Recommend setting this to Yes 3533-Include the Loyalty number (TVR #) in the alternate customer ID lookup. Set to Yes

32 Security Bits for Quick Add 314 View Customer Loyalty Information Allows users to see TVR # 315 Add/Change/Delete Customer Loyalty Information Required to add a customer and a rewards number! 733 Ability to Add/Change/Delete customer contacts (names) 134 Add Customers (set to yes ) 135 Change Customers (set to yes )

33 One more 923 Add customer in Quick Add with customer # other than Default template This prevents accidental duplicate customers!! Recommend setting to No if you don t use quick add for other than Rewards customers.

34 Customer Maintenance - MCR Add/Change TVR Number for existing customer Enter name in ALL CAPS for best search results TVR ID hyperlink opens Quick Add Security Bits 314 & 315 Required to modify Loyalty Information

35 Select Birth Month Field Set Option 9130 Access from Additional Fields link

36 Multiple Loyalty Numbers from Quick Add Select Authorized Name, then Add Enter additional name & information, click OK Do Not Use this Feature! It is available in Eagle but not yet supported! Please wait for notification from True Value.

37 True Value Rewards at POS & Quick Add Features

38 Enter TVR ID or Search at Customer Field Scan or type TVR # Search in Customer Field Enter ZZ followed by last name/first name Enter Phone number

39 TVR Sale Transaction TVR Sale is displayed on Posting Screen Eligible for Rewards Promotions Recorded to customer record

40 Quick Add at POS allows you to Change existing customer information Add a new customer

41 When adding a new customer Enter as much information as you can! At a minimum include; Name (use all CAPS) Address City State Zip Phone Birth Month Remember: This information is required for your customer to receive coupons, mailers and information that will bring them back to your store!

42 Adding a new customer from Quick Add From Header Menu select 8 Add/Change Enter Information as shown, press Add Security Bits 314 & 315 Required to modify Loyalty Information

43 Make sure the address is updated IF Contact field is blank, be sure that Authorized Name matches Name field Contact field when used should match the Authorized Name field AND the Name field NOTE: Option 9139 if set to Yes will automatically fill the Authorized Name Field with the customer Name

44 Enter Birth Month Select Additional Fields enter Birth Month Press Change NOTE: You will not see the Birth Month field updated in the Authorized Name hyperlink!

45 Additional Information & changes From Customer Add/Change Window Enter corrections or updates in fields Select Authorized Name & Change Press Change

46 Lookup customer by TVR #... Enter = (an equal sign) at Customer field followed by TVR # In POS In MCR Option 3533 must be set to Yes!

47 RLC- Loyalty by Clerk Report Specify Date Range by Clerk Use as a tool to keep cashiers involved in TVR contests, incentives Security Bit 756 Is Required!

48 TVR Mailers/Coupons

49 Review in FIL and Finalize 2010 Activant Solutions Inc. All Rights Reserved

50 TVR Mailers SKU/UPC Pairs allow scanning to redeem Mailers! Initial SKU/UPC Details are provided in Activant Training Package. Ongoing SKU/UPC information can be found on the TVR site. Hint: Create a special department (TV) for these SKU/UPC pairs. This will allow you to easily track redemptions Activant Solutions Inc. All Rights Reserved

51 TVR Mailers SKU/UPC Combos All SKU and UPC combos can be found in your monthly On The Card newsletter. Please reference this communication for SKU and UPC information Activant Solutions Inc. All Rights Reserved

52 TVR Mailers SKU/UPC Combos Add items on Load tab in Inventory Maintenance (LOD) Location = CRED, Replac. Cost =.001, and Retail Other options configured on Codes tab in Inventory Maintenance (IMU-C) Promo Sales Code = C, Keep Stock Info, Discountable, Keep Prices, and *Tax Status *Please consult your accountant about tax status. Please note that you must repeat this process for each mailer. Don t forget to program your New Mover coupons and any other mailers Activant Solutions Inc. All Rights Reserved

53 TVR Mailers SKU/UPC Combos Note there are 3 different ways to program a coupon Free Product - (i.e. Free 4-pack of True Value Light Bulbs) Retail: Store Retail Tax Status: Y Location: CRED Keep Prices: Y Rep Cost:.001 Promo Sales Code: C Keep Stock Info: N Discountable: N Discount - (i.e. $5 off $20 purchase) Retail: $5 Tax Status: N Location: CRED Keep Prices: Y Rep Cost:.001 Promo Sales Code: C Keep Stock Info: N Discountable: N Percentage Discount - (i.e. 20% off) Legacy/Character Base - Load Screen Location = NOCHG Codes Screen Retail: (leave blank) Tax Status: N Keep Prices: N Promo Sales Code: C Keep Stock Info: N Discountable: N Eagle/Unity for Windows - Codes Screen Click on Additional Flags Decimal Quantity Allowed = N POS No Charge Item = Y POS Sellable = Y Gift Card SKU = N Scanning for redemption purposes only. Scan the item, hit discount button and enter percentage. Then scan coupon and this will come up as $0.00. Consult with your Accountant about Tax Status Activant Solutions Inc. All Rights Reserved

54 SKU/UPC Combos Eagle for Windows/Unity Click on the Hyperlink to Create a new Dept. Begin at the IMU Load tab Activant Solutions Inc. All Rights Reserved

55 SKU/UPC Combos Eagle for Windows/Unity Make sure to set fields in IMU Codes tab Set Tax Status according to State/Local laws Promo Sales Code must be C 2004 Activant Solutions Inc. All Rights Reserved

56 TVR Promotions & Customer Updates

57 TVR Member Promotions/On-Deal Items TVR Promotions are downloaded using normal telecom procedures. Receive Promotion Pricing (EPM) Run EPM to download all promo items Control Stream COTEPM

58 TVR Member Promotions/On-Deal Items Promotion Pricing Report (REPM) Select downloaded promotions to add to your promotion file. TVR Promotions Identified with an EV9 + a 2 digit month code, for example; EV911 Promos will be converted to the TVR + 2 digit month code in MIP, for example; TVR11

59 TVR Promo Files for 2012 Month Order File - 2 page version Order File - 4 page version Promo File - 2 page version Promo File - 4 page version Order File Available Promo File Available January /28/ /16/2011 February /9/2011 1/12/2012 March /30/2012 2/12/2012 April /27/2012 3/16/2012 May /2/2012 4/13/2012 June /30/2012 5/18/2012 July /27/2012 6/15/2012 August /25/2012 7/13/2012 September /22/2012 8/17/2012 October /27/2012 9/14/2012 November /31/ /19/2012 December /28/ /16/ Activant Solutions Inc. All Rights Reserved

60 TVR Member Promotions/On-Deal Items Modify Item Promotion (MIP) Delete Items that you do not wish to promote and modify prices- if necessary. Run promotion update report (RUP)

61 TVR Member Promotions/On-Deal Items Right Click on Column Heading to add check boxes for easy deletion To change entire promotion use the Misc button

62 TVR Member Promotions/On-Deal Items Add items to the Promotion

63 Identify TVR Promotions- Promo code L Active TVR Promotions have an L in the Promo Sales Code field of the IMU-Codes tab. Promo Sales Code column may be added in the inventory viewer Activant Solutions Inc. All Rights Reserved

64 Other TVR Promotion Tips Watch for your TVR hotsheet and sign kit each month! Contact the True Value Order Desk if you have any problems downloading your promotions

65 Checking Customer Updates Eagle Browser-System Management Menu-Spooled Report Maintenance (MSP) Double click to view report TVRU Check your defaults in MCR! IMPORTANT!! With a blank record displayed you will see the basic defaults; Tax Code, Terms Codes, etc Defaults are applied to downloaded customers Make changes to defaults in MCT

66 TVRU Report Example 2010 Activant Solutions Inc. All Rights Reserved

67 Where to get help For systems related questions/running TVR on your Activant Eagle: Call the Activant Advice Line (800) Unity Members call Butler Support Line (800) Eagle On Line Help

68 Thanks for Attending!!