5
Basic Loyalty transactions
Awarding points
Follow the steps below to award points to a loyalty card
when the cardholder makes a Purchase by credit card,
debit card or cash; or with an Advice.
1.
Process the Purchase transaction on your terminal.
2.
On the applications menu, select GIFT & LOYALTY.
3.
On the Gift & Loyalty transactions menu, select
Purchase.
If the “Password:” prompt appears, key in the
manager password and press the green OK key.
The “Total Amount:” prompt appears.
4.
Key in the total transaction dollar amount (
including
tax and gratuity) and press the green OK key.
The “Accept amount?” prompt appears.
5.
To accept the purchase amount, select Yes. The “Swipe
or Enter Card:” prompt appears. Proceed to step 6.
OR
To enter a different amount, select No. The “Total
Amount:” prompt appears. Repeat step 4.
6.
Swipe the loyalty card or key in the card number and
press the green OK key.
If the “Clerk ID:” prompt appears, key in the Clerk ID
and press the green OK key.
If the “Invoice Number:” prompt appears, key in the
Invoice Number and press the green OK key.
“000 Approved” appears.
7.
Press the green OK key to print the Cardholder copy of
the receipt.
8.
Tear the receipt and press the green OK key to print
the Merchant copy of the receipt and return to the
Gift & Loyalty transactions menu.
9.
Press the * (asterisk) key to return to the applications
menu.
Loyalty Pre-authorizations
Process a Pre-authorization to pre-allocate points if you
know that you will NOT have the loyalty card available
later for the Completion. Process the Pre-authorization
Completion to award points that were pre-allocated in the
initial Pre-authorization.
Processing a loyalty Pre-authorization
The Pre-authorization transaction does not award points
on approval, but rather “pre-allocates” points that will be
awarded on the Pre-authorization Completion. A Card
Inquiry (see page 6) will not include these points in the
card balance until the Completion has been processed.
1.
Process the Pre-authorization or the Purchase
transaction on your terminal.
2.
On the applications menu, select GIFT & LOYALTY.
3.
On the Gift & Loyalty transactions menu, select Pre
Auth.
4.
On the Pre Auth menu, select Pre Auth.
The “Total Amount:” prompt appears.
5.
Key in the total amount of the pre-authorization and
press the green OK key.
The “Accept amount?” prompt appears.
6.
To accept the pre-authorization amount, select Yes.
The “Swipe or Enter Card:” prompt appears. Proceed
to step 7.
OR
To use a different amount, select No. The “Total
Amount:” prompt appears. Repeat step 5.
7.
Swipe the loyalty card or key in the card number and
press the green OK key.
If the “Clerk ID:” prompt appears, key in the Clerk ID
and press the green OK key.
If the “Invoice Number:” prompt appears, key in the
Invoice Number and press the green OK key.
“000 Approved” appears.
8.
Press the green OK key to print the Cardholder copy of
the receipt.
9.
Tear the receipt and press the green OK key to print
the Merchant copy of the receipt and return to the Pre
Auth menu.
10.
Press the red CANC ANNUL key to return to the Gift &
Loyalty transactions menu.
11.
Press the * (asterisk) key to return to the applications
menu.
Deleting a loyalty Pre-authorization
Loyalty pre-authorizations can be deleted before they are
completed.
1.
On the applications menu, select GIFT & LOYALTY.
