Setting up Clubs

Club Setup within RxOne is in 3 parts

Decide on reward to be given for purchases. ( Free Gift or Voucher ). If it is a voucher, prepare a stock card (below).
Set up club to your requirements. Including adding items to be included.
Enter members. If transferred from an existing club, enter totals to bring up to date. Loyalty cards can be printed.

Club Gift Vouchers - When the gift earned is a RxOne pre-printed Gift Voucher:

You can set up your RxOne Clubs to print a voucher when a customer reaches their target points or Value spent. The voucher will be automatically put into the sale and will print so that your customer can take it away and redeem it on their next purchase at your pharmacy.

To create a Stock Card for Voucher (only if using vouchers)

Create a new Stock Card - Not to Dispensed as a Drug
Enter the name Voucher Loyalty $10 or something like that.
Ctrl + G to generate a PLU
Product Group, Sub Group, Pos Message, Interaction Category, Barcode & Supplier can all be left Blank.
Stock Options - Put a tick in Pos Lookup only
List Cost $10.00 GST 0% Markup 0 Retail $10.00
Exit and Record the Changes.

Set up Club

Go to Tools - Clubs - Edit Club Settings - Add Club.
Enter Club Name Loyalty Club
Choose from Retail Price of Club items Purchased
Add
Action Name Gift Voucher
Trigger Point $100
Club vouchers should not be confused with external discount vouchers.
If voucher, click on Specific free gift and Type in Voucher to find the stock item Voucher Loyalty $10 ( The gift will appear automatically in the sale when the trigger point is reached )
Reset when triggered.
You can press F2 for a suggested message but this is not necessary with a specific free gift.
OK
OK
Exit

You will now have a club set up, that after the customer has spent $100 a Voucher Loyalty $10 will appear as an item on the sale at 100% disc. Price $0. Give this after the sale has been completed. Voucher to be used on the next visit.

If your club has previously been set up, to add the voucher as the gift:

(Note: If your club has not been set up see Help Notes above)

Go to Tools - Clubs - Edit Club Settings - Highlight the club you wish to edit and choose View Club. The gift should be highlighted under Customer Incentives/Rewards. Choose Modify. Click on Specific Free Gift and search for the Gift voucher you created above e.g. Vitamin Club Gift Voucher.

To Use the RxOne printed voucher (from receipt printer)

Go to Sales, Options, Receipt Options and tick Print Gift Voucher.

The gift voucher will appear automatically in the sale when the trigger point is reached and will print automatically when the sale is completed. The Gift Voucher can then be used on the next visit.

Allocate Items to the Club.

Go to Tools - Utilities - Stock utilities - Bulk Stock Edit Utility.

It is not necessary to make a backup, but it is a good idea. Double check that all your choices are correct before making the changes. There is the opportunity to undo last changes from Edit ( Top left hand corner ) if you make a mistake.

Leave the four options as All but Tick Shop Only Items You indicated that you wanted all shop items to count towards loyalty reward

.In the Select Option side Tick Set Club To and choose Loyalty Club

Tick Club Points and choose Retail

Have a browse down the stock list on the select items from the list in case there are some you don't want to count.. Highlight these and go to Edit and remove highlighted items.

When you are satisfied go back to Select Option and Click on All the Items Listed above then Make the changes.

All items you left on the list will count towards club points. Items chosen for a sale will have a Club next to them. If later you want to remove some items you can by choosing Club: none.

When the customer redeems the voucher

When the customer wishes to use the gift voucher enter the products they wish to buy. Scan the barcode on the gift voucher. The voucher amount will appear on the sale as a negative quantity so as to discount the purchase by that amount.