PHARMACHOICE LOYALTY REWARD PERKS MARGIN*PLUS POS

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1 PHARMACHOICE LOYALTY REWARD PERKS MARGIN*PLUS POS Below you will find an overview of the Pharmachoice Loyalty Reward Perks program, including an outline of it s configurations. You will also find the necessary instructions to create a Loyalty Perks Customer and process a Perks Transaction with or without a Perks Reward Redemption. If you have any questions, please contact POSitec Customer Support at PERKS PROGRAM DESCRIPTION Customers will collect 1 Perk for every full $10.00 spent before taxes on almost everything in store. If an item is discounted, perks will be rewarded based on the discounted price and not the full retail. When a customer reaches a Reward Redemption Level, they will have the option of redeeming their perks for the designated reward value. For instance, when a customer reaches the 15 Perk level, they can redeem their perks into $5.00 off of their current purchase. Alternately, they can keep their perks and continue to collect more so they can earn a higher reward level. A Reward Redemption Level cannot be used on any transaction that contains less than $10.00 worth of product that qualifies for the perks program. For example, Prescriptions, Lottery, Gift Cards, etc do not qualify. Please refer to the Margin*Plus Configurations, Club Maintenance section of this document for a full list of exclusions. REWARD REDEMPTION LEVELS Perks Required Reward Value 15 $5 30 $10 60 $ $40 MARGIN*PLUS CONFIGURATIONS While there are some configurations which may be modified at store level if required, the default configurations will be activated when the Loyalty Reward Perks program is installed. If you wish to award a New Card Bonus, please indicate this to your POSitec Trainer at the time of configuration. To adjust the New Card Bonus at a later date, please contact POSitec Customer Support. CLUB MAINTENANCE The REWARD and REDEEM Clubs will initially be configured by your POSitec Installer; however, you may review and modify them as needed within [E-29-8] Club Maintenance. Reward Club this club will include the items that qualify to earn Reward Perk Points. Perks will be awarded on the pre-tax value for all qualifying items within the transaction.

2 Redeem Club this club will include the items that qualify for a Reward Redemption. The Reward Redemption Value will be removed off of the pre-tax value for qualifying items within the transaction. The system will be configured with the following exclusions: Lottery Tickets, Gift Cards & Certificates, Phone Cards, Post Office & Stamps, Tobacco, Transit Tickets/Passes, Charitable Tickets/Donations, Codeine Items and Prescriptions. Please contact your PCH Representative for further details. MANAGING RX 3 RD PARTY INCLUSIONS If your province allows perks to be awarded on Prescriptions and your store is using the full Rx Integration program, by default, all 3 rd Party Payors will be set so they do not award perks. If a 3 rd Party Payor should have perks awarded, you may set the necessary payors to award perks by completing the following: 1. Select [E-21] Cash Register Functions, [8] Remaining Scripts, then [20] Maintain Rx 3 rd Party Equivalents 2. Select the 3 rd Party Payor you wish to edit 3. At the Do you want to delete? prompt, choose [No] 4. At the Enter A/R Account Number for this 3 rd Party prompt, press [Enter] 5. At the Allow Points? prompt, choose [Yes] 6. At the Update prompt, choose [Yes] This program may be updated at any time, however any perks which have already been awarded will not be adjusted.

3 CREATE A NEW LOYALTY PERK CUSTOMER If your store is configured to use the PCH Perks Cards, once the customer has completed the Perks Application Form, be sure to write down their PCH Perks Card Number onto their completed form so you can keep track of which customer is using which card. Afterwards you ll enter their information into Margin*Plus by creating a new Loyalty Customer Profile. If a New Card Bonus is configured, the bonus perk points will apply automatically. The PCH Perks Card contains 11 Digits, however the Margin*Plus system will only accept a 10 Digit Card Number including the 2 Digit Prefix. A Perks Card Prefix = 48, then the remaining Card Number is made up of the last 8 Digits of the Perks Card Number. For example, when you are scanning Perks Card # at the till, it will scan as dropping the 3 rd digit within the number. If your store is configured Not to use the PCH Perks Cards, once the customer has completed the Perks Application Form, enter their information into Margin*Plus by creating a new Loyalty Customer Profile. Be sure to write down the Loyalty Card Number the system has assigned to this customer onto their completed application form so you can keep track of which customer is using which loyalty number. If a New Card Bonus is configured, the bonus perk points will apply automatically. If a customer makes a purchase prior to their Perks Customer Profile being created, simply print a duplicate copy of their receipt and staple it to the completed application form. Once the POS Operator has created their profile, they can use this receipt to manually add the necessary perks to the customers account. CREATE A NEW LOYALTY CUSTOMER 1. Select [E-29] Customer Loyalty, then [3] Card Maintenance 2. Enter the [Last 8 Digits] of the Perks Card Number you have given to this customer; ie: Perks Card # , must be entered as If your store is configured Not to use the PCH Perks Cards, press [F2] Find Next Card Number to automatically assign the next available Loyalty Card Number, then write this number on the customers completed application form.

4 3. At the Record not on file. Add? prompt, choose [Yes], then complete the Loyalty Card Entry Form 4. At the Write this Record? prompt, choose [Yes] 5. Optional If a New Card Bonus is configured, at the Add New Card Bonus Points? prompt, choose [Yes] To create a new Perks Card Customer using the Cash Register Till program, please refer to the Processing a Transaction, Scan Perks Card section of this document for further details. LINKING TWO LOYALTY CUSTOMERS TOGETHER The ability to link two Loyalty Cards together is used so each family member can have their own PCH Perks Card Number, but the perk points will then accumulate together. When enough Perk Points have been earned to qualify for a reward, the Reward Redemption can be processed from either one of the PCH Perks Cards. Before you can link two Loyalty Cards together, you must decide which of the two customers will be the Primary Card holder, and who will be the Secondary. The Primary Card holders file, will be created and maintained as normal. The Secondary Hard holders file, will then be linked to the Primary s. LINK A LOYALTY CUSTOMER 1. Create a Loyalty Customer Profile for the Primary Card holder Please refer to the Create a New Loyalty Customer section above for further details. 2. Create a Loyalty Customer Profile for the Secondary Card holder with the following: a. Pri. Card# enter the Primary Card holders [PCH Perks Card Number]; ie: Primary Perks Card # , must be entered as At the Write this Record? prompt, choose [Yes] If a New Card Bonus is configured, the bonus would have been added to the Primary Card holders file. To avoid duplicating the New Card Bonus, at the Add New Card Bonus Points? prompt, choose [No].

5 MANUAL PERK ADJUSTMENTS Perks may be adjusted manually as needed, however this program can only be accessed by an authorized user. You will be required to enter a Pre-Configured Password as well as your Clerk ID before you can make any perk adjustments. The Perk Adjustments and Clerk ID information will be stored in an audit table for reporting purposes. 1. From the Margin*Plus Main Menu, type in [PDCLPD], then press [Enter] 2. Enter the [Program Password], then enter your 6 digit [Clerk ID] 3. Enter the [Loyalty Card Number] you wish to modify perks for, or press [F1] Lookup to start a Loyalty Card search 4. Choose [Review/Modify Points], then if required, select the [Year] you wish to adjust the perks for If the Perks Loyalty Card has never been used, a There is no card history for this customer! Would you like to create an empty record for the current year? message will appear. Choose [Yes] to create the empty record. 5. Press [Enter] until you reach the month you wish to modify the Received Perks for, then enter the [Total Perks] the customer earned that month If the customer has already collected Perks within the selected month, enter the number of Perks as a total. For example, if the customers file shows they have 7 perks and you need to add 2 more, enter the number as 9.

6 6. Press [Enter] to accept the manual perk adjustment, then press [F4] When Done 7. At the Update Changes prompt, choose [Yes] CUSTOMER CARD EXPORT FILE A Customer Card Export file will export a list of your Loyalty Reward Perk Customers including their customer details and current perk balance into an MS Excel format. The resulting file may be accessed through the stores network from any authorized PC. If you have never used the Margin*Plus Excel functions in the past, please contact POSitec Customer Support to ensure your Excel Viewer and U Drive Network are configured correctly prior to use. PRINT A CUSTOMER EXPORT FILE 1. Select [E-29] Customer Loyalty, then [22] Customer Card Export 2. Select the Export Sequence you wish to use: Card Number will sort this report in a Card Number Sequence. Last Name will sort this report alphabetically by Last Name. 3. Enter the [Starting Sequence] and [Ending Sequence] you wish to run this report for 4. In the Card Status field, choose [Active] 5. At the Ready to continue? prompt, choose [Yes] 6. At the A tab delimited export file has been built prompt, write down the Report Path & Report Name given, then choose [OK]; ie: work/custdata/cl _01.txt

7 7. Minimize your Margin*Plus screen, then open File Explorer using one of the following methods: [Left-Click] on the Folder icon located in the Task Bar or [Double-Click] on the This PC or Computer icon on the Desktop or Select the [Start Menu], then select [My Computer] or [Computer] 8. On the Left-Side Pane, [Left-Click] on the POSFiles U Drive 9. On the Right-Side Pane [Double-Click] the Custdata folder 10. Scroll through the list and [Right-Click] the on the Report Name you documented during Step 6 to open the options menu 11. Select [Send To], then select [Desktop (create shortcut)] 12. [Right-Click] on the new Customer Card Export file to open the options menu 13. Select [Open With], then select [Excel] If Excel is missing from the list, use the [Choose Another App] option to browse for the Excel program. MANAGING BONUS PERK PROMOS & SCENARIOS Additional Bonus Perk Promos & Scenarios may be created at any time. These Bonus Promos & Scenarios are store specific and should be maintained individually in each store. Please see the PCH Loyalty Reward Bonus Perk Promos & Scenarios user documentation for details.

8 PROCESSING A TRANSACTION After the first item is scanned into the transaction, you will receive a reminder to ask the customer for their Perks Card information. If the customer has not signed up with the perks program, this is a good time to offer them an application form. Press [Clear] to pass the reminder message and continue with the transaction. You may enter the customers Perk Card information at any point within the transaction before tendering begins. The customers Perk Card information may be entered in any of the following ways: SCAN PERKS CARD If the customer has their Perks Card present, simply [Scan] the Perks Card. A Perks Card can be scanned at any point within the transaction. Once a Perks Card has been scanned, the customers name will display on the Cashiers screen and perks will be applied when the transaction is completed. If you are scanning a brand-new Perks Card that has not been entered into the system yet, the system will create a temporary loyalty file for this card. This allows the customer to start earning Perks immediately after they sign up. Once the permanent Loyalty Customer file has been created within [29-3] Card Maintenance, the Perks will transfer over automatically. SEARCH BY LAST NAME To search for a Perk Customer by their Last Name, press the [Alpha] key, type in their [Last Name], then press the [Loyalty] key. This will present you with an options list. Enter the [Line Number] located on the left, then press [Enter]. Once a customer has been selected, their name will display on the Cashiers screen and perks will be applied when the transaction is completed. SEARCH BY PHONE NUMBER To search for a Perk Customer by their Phone Number, press the [Alpha] key, type in their [Phone Number] including the Area Code as indicated in E-29-3, Field #10, then press the [Loyalty] key. This will present you with an options list. Enter the [Line Number] located on the left, then press [Enter]. Once a customer has been selected, their name will display on the Cashiers screen and perks will be applied when the transaction is completed. Each Perks Customer Receipt will provide a summary outlining the customers Opening Perk Balance, how many Perk Points were Collected as well as the customers new Perk Balance. This receipt will also inform the customer which Perks Level they are working towards on their next visit.

9 All receipts for transactions which do not include a Perks Customer will display a message reminding the customers they may wish to sign up for a card so they can earn perks and save money. CHECKING A PERKS CARD BALANCE To check a customers Perk Card Balance during a transaction, press the [Loyalty] key. This will display a summary of the customers current Perk Balance and list their available Reward Redemption Levels. If the customer does not wish to use their Reward Redemption at this time, press the [0] Continue to Save option and complete the transaction. Their Perks will remain on their customer profile so they may use them on a future transaction.

10 PROCESSING A REWARD REDEMPTION If a Perks Reward Redemption Level has been reached, a Reward Available message will appear when you enter the customers Perk Card information. The Customer will have the option to redeem their Perks as a payment against their current purchase or continue to save their Perks for future use. Perks will not be rewarded on the redemption portion of a transaction. A Reward Redemption Level cannot be used on any transaction that contains less than $10.00 worth of product that qualifies for the perks program. For example, Prescriptions, Lottery, Gift Cards, etc do not qualify. Please refer to the Margin*Plus Configurations, Club Maintenance section of this document for a full list of exclusions. 1. [Scan] the first item into the transaction, then press [Clear] to pass the Ask Card reminder message 2. Enter the customers Perks Card information, then [Scan] the remaining items into the transaction 3. Press the [Loyalty] key to display the available Reward Redemption Levels 4. At the Loyalty Redemption prompt, enter the [Line Number] of the Reward Redemption Level the customer wishes to use on their purchase today, ie: press [1] to use 15 Perks for $5.00 The Discard column MUST display as $0.00 if you wish to use a redemption. If this field displays any amount above $0.00 and you proceed with the redemption, the customer will lose that portion of their Reward Redemption Level. For example, if the Reward column shows $5.00, but the Discard column shows $2.00, if you process the redemption the customer will lose $2.00 worth of their Perks. If the customer does not wish to use their Reward Redemption at this time, press the [0] Continue to Save option and complete the transaction. Their Perks will remain on their customer profile so they may use them on a future transaction.

11 If a Reward Redemption Level was applied in error, you may remove the reward payment by selecting the [Loyalty] key and then selecting [1] Reverse Redemption. This will remove the payment from the transaction, set the transaction back to the full amount owing and add the Perks back onto the customers profile. 5. The Reward Redemption Level will now be removed from the Subtotal Amount field, select the [Payment Type] the customer wishes to use to pay the remaining amount owing and complete the transaction