WooCommerce & POS Loyalty Management

WooCommerce POS Loyalty Management module helps the store owner to provide the loyalty or reward points to their customers. The customer gets the loyalty points when they shop from the WooCommerce website or POS store. The customers can see their loyalty points in their account.

The admin can set up rules based on the cart total and product categories for earning and redeeming the loyalty points in the WooCommerce store or POS. The admin can also credit or debit loyalty points to the customer accounts.

Note – To use this module For the WooCommerce POS, you must have installed the WooCommerce POS System plugin. This module is an add-on of WooCommerce POS.

If you want to use this module for the WooCommerce store, then having the WooCommerce POS System plugin is not compulsory.

• The admin can set up the loyalty program for the WooCommerce POS and WooCommerce store for the customers.
• Admin can create manual transactions for the loyalty points.
• The admin can view all the credit and debit loyalty point transactions.
• Filter option for the transactions based on transaction type, date, and customer.
• The admin can create multiple rules for the loyalty points for the customers.
• Rules can be created based on the cart total, or product categories.
• Select the redemption type for the loyalty points as full or partial.
• The admin can enter multiple redemption rules for the loyalty points.
• The admin can decide loyalty points on every purchase of the customers by entering the purchase amount.
• Enable or disable the existing rules as per the requirement.
• The customers get awarded by the loyalty points on their orders.
• The customer can check their loyalty points under the account section.
• The POS agent can check the customer’s loyalty points under the customer section.
• The POS agent can also redeem the loyalty points on customer purchases.
• After returning the item of the order, the loyalty points gets revoked.

The user gets a zip file which he has to upload in the “Add New” menu option in the WordPress admin panel.

For this, login to WordPress Admin Panel and then Under the Dashboard, hover your mouse over the “Plugins” menu option which brings out a Sub-Menu and then select the “Add New” option.

After this, you see an option on the top of your page that is “Upload Plugin”, Now clicks the option to upload the zip file.

By clicking on the “Upload Plugin” option, below that you see a button “Choose File” click on the button to browse for the zip file as per the snapshot below.

After browsing the file, click the “Install Now” button to install the plugin as per the snapshot.

Now when the plugin gets install correctly, then you see the success message and an option to activate the plugin. Henceforth now, click on “Activate Plugin” to activate the installed plugin.

To know how to translate the module, you can click here.

After the successful installation of the module, the admin can configure the module from the back-end.

For that, they need to navigate through Loyalty Management > Configuration as per below image:

Configuration Setting:

Enable/Disable – The admin can enable or disable the module from here.

Applicable For – From here, the store owner can select for which they want the plugin features. Such as for WooCommerce Store, for Point Of Sale, or for both WooCommerce Store and Point Of Sale.

Title – Enter the title of the loyalty point which the customer can see during the checkout.

Redeem Button text – Enter the text for redeem button which the user can see during the checkout.

After entering all the details, the admin can click on the Save Changes button.

The admin can view all the customer’s loyalty points by navigating through, Loyalty Management > Users as per below image:

The admin can click on the View Orders to see the orders of the particular customer. For the reference, check the below snapshot:

The admin also generates manual transactions from the back-end. For that, they need to click on the Manual Transaction button on the users’ list page.

Under Manual Transaction:

Select User – Select the existing user for manual transactions.

Loyalty Point(s) – Enter the loyalty points here, which want to credit or debit from the user’s accounts

Action – Select the action as “Credit” or “Debit”

Transaction Note – Enter the note for the particular transaction.

After entering all the details, the admin can click on the Submit button.

The admin can see all the loyalty transaction by navigating through Loyalty Management > Transactions as per below image:

Here the admin can see all the credit or debit transaction type along with all the details such as Customer Loyalty Points, Customer Email, Date, and Type.

Also, the admin can filter the transaction as per transaction type, date, and customer.

The admin can create several rules for loyalty points. For that, the admin needs to navigate through Loyalty Management > Rules and then click on the Create Rule button.

For the reference, please check the below snapshot:

After that, the admin has to fill several details to create a rule such as:

Enable/Disable – The admin can decide whether to enable the status of the current rule or not.

Redeem Type – Select the type to redeem the current rule for the customer. There are type types by which the customer can redeem their loyalty points such as: Full or Partial.

• In Full redemption type, the customer can redeem their whole loyalty points at once.
• In Partial redemption type, the customer can only redeem some of their loyalty points.

Start Date – Select the start date of the current rule, it must be smaller than the end date.

End Date – Select the end date of the current rule, it must be greater than the start date.

Points Calculation:

Rule Base – Select the rule base for the current rule i.e, Cart Total, or Product categories.

• If the rule base is set as Cart Total, then the rule is applied on the basis of the cart total.
• If the rule base is set as Product Categories, then the rule is applied to that product in the cart that belongs to the selected category.

Minimum Purchase – Enter the minimum purchase amount which the customer needs to purchase in order to get awarded for the current rule.

Customer will be awarded – The customer will be awarded by the entered points for every purchase of the entered amount.

For example – If the admin enters 100 points for purchase of every $500, then the admin will be awarded by the 100 loyalty points on their purchase value of $100.

Redemption calculation:

The admin can create several redemption calculation rules under a single rule.

Rule Name – Enter any redemption rule name.

Points From – From this points range, respective points weight applied.

Points To – To this points range, respective points weight applied.

Weight of Points – This point weight is used between the respective point ranges.

Status – Select the redemption rule status.

In the case of Rule-based in Product categories:

The admin can create multiple rule base as per product categories.

Category – Select the category on which the customer is awarded with respective loyalty points.

Loyalty Points – Enter the loyalty points, which gets awarded to the customers who purchase the products of the respective category.

After entering all the details, the admin can click on the Save button to save the rule.

The admin can view all the rules under a list as per below image:

From here, the admin can bulk delete the created rules. And also can filter the rules as per the status of the rules.

The customer can earn or redeem the loyalty points on their purchase on the check out page as per below image:

In case of partial redemption:

As the admin has set the redeem type of the applied rule as partial, So here the customer is getting an option to enter the points which they want to redeem on this particular order.

Also, the customer will get to know by how much loyalty points they’ll be awarded on the current purchase.

And how much loyalty points they are having along with its weightage.

Once the customer enters the loyalty points and clicks on the Redeem Now button, the points get redeem and reflect in that particular order.

In case of full redemption:

If the admin has set the redeem type of the applied rule as full, then the customer will get an option to redeem the full points as per below image:

Now, the customer can click on Redeem Now button, to redeem the whole loyalty points.

The customer can check their loyalty points by navigating through My Account > Loyalty Points.

Here the customer can see their total loyalty balance. Also, they can check transaction details on which they have gained the loyalty points.

Note –

• If the customer returns the purchased item, then the loyalty points which they have gained on that particular order will be revoked automatically.
• For the online purchase, the customer will get the loyalty points when that particular order is shipped and the order status is complete.

The POS agents can also apply the loyalty points of the customers on their purchase. The POS agent has to add the product into the cart and select the user as per the below image:

Once, the POS agent selects the customer, then they can click on the Pay button.

In case of partial redemption:

After that, they can see how much loyalty points the particular customer will be awarded. Also, they can redeem the points.

They can also check how much loyalty points they are having along with its weightage.

In the above snapshot, the partial redemption is applicable on the order, so the POS agent needs to enter the points which the customer wants to redeem on the purchase.

Once the POS agent enters the loyalty points and clicks on the Redeem Now button, the points get redeem and reflect in that particular order.

In case of full redemption:

In the case of full redemption type for the loyalty points, the POS agent just needs to click on the Redeem Now button.

Once, they click on the Redeem Now button, the loyalty points get applied to that particular order as per below image:

Note –

On making the purchase from the POS outlet, the customer will be awarded the loyalty points as soon as the order got placed.

The POS agents can also check the available loyalty points for the customers under the customer section of the POS. For the reference, please check the below snapshot:

Thus, that’s all for the WooCommerce & POS Loyalty Management. If you face any issue, feel free to add a ticket at our HelpDesk system.