--- title: "Reward Points Setup" canonical: "https://kb.myframeworks.com.au/space/PROSTIXV48DOC/31100632/Reward%20Points%20Setup" format: markdown --- Maintain Reward Programs This program allows the creation, updating and deletion of Rewards Programs for customers per company. 1. From the ProStix Main Menu select 'Accounts Receivable' then 'Customer Rewards' then 'Rewards Programs'. 2. You are then asked to select the company for which you want to maintain the Rewards Programs. 3. After choosing the company you are presented with a standard ProStix maintenance browser as follows: 4. Adding a Rewards Program. Press/click to add a new program: The G/L accounts must be defined via 'General Ledger' then 'File Maintenance' then 'Chart of Accounts'. The purpose of these accounts is as follows: G/L Points Allocated account – stores total points allocated for the financial year. G/L Points Control account – stores the current reward liability. The reward rate is the percentage of account payments that are used to calculate the number of points earned from a customer's payment that is on-time. 5. Changing a Rewards Program. Highlight the program to be changed and select . 6. Deleting a Rewards Program. Highlight the program to be deleted and select , then select again to confirm. Maintain Tender Types So that reward points can be tendered at POS, there is a requirement to link a reward program to a tender type. Steps: 1. From the ProStix Main Menu select 'Point of Sale' then 'File Maintenance' then 'Define Tender Types'. 2. You are then presented with a screen with the following fields: 3. Adding a Tender Type. Press to add a new Tender Type. Type the information as defined above and select to save. 4. Changing a Tender Type. Highlight the Tender Type to be changed and select . Type the required changes and select to save. 5. Deleting a Tender Type. Highlight the Tender Type to be deleted and select , then select again to confirm. Add Customers to Reward Programs Specify which customers participate in which reward programs per company. Steps: 1. From the ProStix Main Menu select 'Accounts Receivable' then 'Customer Rewards' then 'Customer Rewards Programs'. 2. You are then prompted to choose the Company and the Rewards Program applicable; and are then presented with the following screen: 3. Adding a Customer to a Rewards Program. Select to add a new customer. Select the customer and select to save. 4. Deleting a Customer from a Rewards Program. Highlight the customer to be deleted and select , then select again to confirm. Constraints: