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Navigation: Customer Relationship > Master

Campaign Master

Main Menu > Customer Relationship > Master > Campaign Master

Established retailers provide smart cards to its valuable customers to link all transactions made by them. Which can be read through card readers?

You get his screen when you press Ctrl+N at Card Type field at Customer Master entry screen.

Card Type

Card Type Name

Enter the Card Type (e.g. None, Silver, Gold, Titanium, Platinum, etc).

On Sale Value

Enter the block of sale value for which reward point is given (e.g.100).

Points Awarded

Enter the reward points to be given for a block of sale value (e.g.2).

Round Off Points

Set No to carry the computed value in fraction without any rounding off

To round off points awarded for each Sales Bill, set any of the following rounding methods:

•Higher: To round off to higher value (e.g 125.75 becomes 126 on rounding off to 1). The rounded off figure may be equal or higher than the original figure.

•Lower: To round off to value (e.g 125.75 becomes 125 on rounding off to 1). The rounded off figure may be equal or lower than the original figure.

•Standard: To round off to lower or higher value, whichever is nearer (e.g 125.50 becomes 126, but 125.49 becomes 125 on rounding off to 1).

Rounding Limit

If you set any rounding off option (other than NO), enter the Rounding limit (e.g.1). The amount is rounded to nearest rounding limit (Rs. 123.45 would be rounded to 123; Rs. 123.55 would be rounded to 124.

Extra Points on B’day & A’Day

Enter the extra points awarded (over the normal points) on purchases made on B’Day or A’Day.

Calculate extra point on

Set ‘calculate extra point on = Fixed if you want to add fix point else set it ‘On sale value’.

If you set ‘calculate extra point on = Fixed’, it will calculate the following manner:

Point acquired = 100

Extra Point on B’day and A’ Day = 5

Final point = 105

If you set ‘calculate extra point on = On sale value’, it will calculate the following manner:

Point acquired = 100

On Sale value = 1000

Extra Point on B’day and A’ Day = 5

Now if the customer buys a product of sale value 1000 or above then only he will receive point according to ‘Extra Point on B’day and A’day’ calculation. For example, if he buys a product of sale value 2000, then the Final Point will be = 110.

For more detail please visit:

I want to provide extra points to some of my specific customers on their birthday or anniversary date; how to accomplish this?

Margin +/- Days for B'Day & A'Day

Enter days before/after which extra point will be awarded for Birthday and Anniversary. E.g. If you set ZERO then points will be awarded on the same date of Birthday and Anniversary.

Award Point to Link Customer

Points awarded to the introducing customer (referee) for a block of purchase (e.g .25 reward point to the referee, on sale of Rs 100 (block size of sale) on sale to the current customer).

Points to Convert

Set points to be converted to the currency.

Equivalent Currency

Set currency for the converted points. E.g. if you set Points to Convert=2 and Equivalent Currency=5, then for redemption of each 2 points the customer will get cash benefit of Rs.5.

Discount %

Set % of discount available with the card.

Restrict Sale for Sub Groups

Press Enter then press ALT+L to select the sub-groups to be restricted to sell to the certain Members / Card Holders as shown in the picture below:

For instance:

Suppose you have so many junior members holding card type "Junior Member", whom you does not want to sale any kind of liquors.

For the above scenario you can choose all of the sub groups of liquor items in the “Restricted Sub Groups” as explained above. Now if a junior member asks for liquors then the system will restrict to sell those products / services automatically and show a message as below:

Enter Subscription

Press Enter key to set the periodic membership fee along with the subscription ledger account and tax ledger account, with an option to charge subscription either at the beginning or at the end of the period.

You can also define a fixed subscription amount or a fluctuating subscription that will be charged after deducting the sale made by the corresponding member during the subscription period.

Ledger	Set the ledger for periodical membership charges e.g. Membership Charges A/c.
Periodicity	Set subscription period Monthly / Quarterly / Half Yearly / Yearly. •Monthly= If the subscription is to be charged after every month. •Quarterly= If the subscription is to be charged after every quarter(every three months after). •Half Yearly= If the subscription is to be charged after every half year(every six months after). •Yearly= If the subscription is to be charged after every year(every twelve months after). Note: •If the Financial Year Starts From 1st April then; oSubscription Period for Monthly will start from April (current year) and continue up to March (next year). oSubscription Period for Quarterly will be Apr-May-Jun, July-Aug-Sep, Oct-Nov-Dec and Jan-Feb-Mar. oSubscription Period for Half Yearly will be "April to September" and "October to March". oSubscription Period for Yearly will be “1st April to 31st March”. •Auto posting of the subscription voucher will be done periodically in a predefined manner. •No bifurcation will be allowed in the Periodicity and Subscription amount defined here. For the members who are joining mid or end of the subscription period, you can pass subscription voucher manually for the discounted subscription amount.
Rate	Set the subscription amount to be charged for each subscription period as selected above.
Tax	Set tax ledger e.g. Service Tax @10.3%.
Cover Chgs	Set No if subscription charge is fixed, set Yes if subscription charge is fluctuating after considering the total sale made by the corresponding member during the subscription period. Yes: 1.If the total Sale(Sale – Sale Return) made by the member less than Rate above then subscription will be charged after deducting the sale amount. 2.If the total Sale(Sale – Sale Return) made by the member greater than or equal to Rate above then nothing will be charged as subscription. For instance: •If Rate= 1000, Cover Chgs= Yes, Periodicity= Monthly and total sale made by the member during the subscription period Rs.500/- then balance (1000 - 500)= Rs.500/- will be charged as subscription. •If Rate= 1000, Cover Charges=Yes, Periodicity= Monthly and total sale made by the member during the subscription period Rs.00.00/- then balance (1000 - 00.00)= Rs.1000/- will be charged as subscription. •If Rate= 1000, Cover Charges=Yes, Periodicity= Monthly and total sale made by the member during the subscription period Rs.2000.00 or Rs.1000.00 or Rs.1001.00, then nothing will be charged as subscription. No: For instance: If Rate= 1000, Cover Charges= No, Periodicity= Monthly and total sale made by the member during the subscription period Rs.500.00 or Rs.00.00 or Rs.1000.00 or Rs.1001.00 or Rs.2000.00, then Rs.1000/- will be charged as subscription everytime irrespective of whatever sale made by the corresponding member. Note: •Total sale amount for the subscription period will be calculated after deducting sale return. •In case dependent member(s) added to a main member account then it will consider sale value of the respective member only irrespective of sale value of main or dependent member(s). •The system will check for sale made by the member during the current subscription period as on the date and time of the subscription voucher. For instance: If Posting= End, Cover Chgs=Yes, Current Period=Quarterly (Mar-April-May) and I am passing auto voucher entry for memebership charges on dated 20th May then it will check for sale from 1st March to 20th May for the corresponding memeber.
Posting	Set Beginning if the subscription voucher is to be posted at the beginning of the period, set End if the subscription voucher is to be posted at ending of the period. Beginning: •Monthly= Posting can be done on any day but between 1st to 15th day of the corresponding subscription month. •Quarterly= Posting can be done on any day but only on first month of the corresponding subscription quarter. •Half Yearly= Posting can be done on any day but only on first month of the corresponding subscription half year. •Yearly= Posting can be done on any day but only on first month of the corresponding subscription year. End: •Monthly= Posting can be done on any day but between 16th to Last day of the corresponding subscription month. •Quarterly= Posting can be done on any day but only on last month of the corresponding subscription quarter. •Half Yearly= Posting can be done on any day but only on last month of the corresponding subscription half year. •Yearly= Posting can be done on any day but only on last month of the corresponding subscription year.

Point Multiplier

It will encourage the customers to visit the stores on specific days of week when the sales are low. Giving out double or (Point * X) points will help bringing in more customers and increase in sale.

Multiply Points by

Enter point multiplier like 1.5 / 2.00 / 3.00 etc. Point Multiplier range will be 0 to 10.

For instance:

If the total points earned by the customer is 100 points and "Multiply Points by" is set to 1.5 then total (100 * 1.5) =150 point will be awarded to the customer.

Applicable Week Days

Select weekdays here. It will work only on selected weekdays.

From Time

Enter start time of point multiplier e.g. 10.00.

To Time

Enter end time of the point multiplier e.g. 20.00.

For instance:

If "From Time" is set to 10.00 and "To Time" is set to 20.00, then Point Multiplier will only be applicable if the sales made between 10 A.M. to 8 P.M.

Buttons in the Customer Master:

Buttons in the Customer Master are as follows:

-O Option

Press ALT + O to set the option as follows:

Customer Information Option
Card Status Validation	Set Card Expiry Date / If Due > Credit Limit / If Due > Zero
Method of Input	Set Keyboard / List / Num Pad / Smart Card Device
Track In or Out	Set Yes / No
Privacy Setting
Show Other Information	Set Yes / No
Show CRM Point details	Set Yes / No
CRM Option
Point Range for Card Type	Auto upgrade of card type(s) based on points earned by the customer.

-U U Card Type

Auto upgrade of card type(s) based on points earned by the customer.

Require CRM point multiplier on any particular MOP

Scenario:

As required, the System should generate Extra Points (it will be Specified or double) on selecting a particular MOP during the settlement of a bill.

Solution:

In Customer Master(M-O-C), under Card Type, Added a section MOP wise Campaign, under this section add a field "Points awarded on MOP", it will be a multiple selection list, it has 2 columns

●MOP Name - List of MOP (Filter list on "Is CRM Point Calculation Required = Yes")

●Points Awarded = any value

points will be calculated as defined here for the selected MOPs

Note:

In Global Option - set.

Generate CRM Points Based On = Bill value

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RanceLab Software User Help

Main Menu > Customer Relationship > Master > Campaign Master

Require CRM point multiplier on any particular MOP