Loyalty

The following table lists the EOM options associated with Loyalty features.

Software feature EOM options
Assign Loyalty Member to Transaction

Universal Engine > Customer Lookup Method

  • Look up Method Key
  • Display Mask
  • Display Text
  • Enable Display
  • IsScannable
  • Minimum Length
  • Maximum Length
  • Prefix
  • Postfix
  • UE Member Type Id

Universal Engine > Member

  • Enable Member Lookup by Email
  • Enable Member Lookup by Phone
  • Enable Member Lookup by Shopping Tag
  • Enable Member Lookup by Social Security Number
  • Member ID Padding
  • Member ID Trimming
  • Redeem Bonus
  • Print Member Number on Receipt

Promotions and Marketing > Loyalty Options

  • Loyalty Member Information
  • Maximum Rewards
  • Member Information Fields
  • Loyalty Information PED
  • Customer Confirmation Prompts
  • Customer Prompt First
  • Enable Member Update Button
  • Transaction-Level Discount Points Increment

Promotions and Marketing > Customer Configuration

  • Email and Address Correction
  • Email Opt In or out in Email Correction
  • Email Confirmation And Opt in
Credit Application

Promotions and Marketing > Loyalty Options

  • Enable Real Time Prescreen
  • Prescreen Credit Application Name
  • Lookup And Enroll New Cardholders
  • Prescreen Offer Method
  •  Prescreen Offer Transaction Availability

Promotions and Marketing > Customer Configuration

  • Bypass Customer Email Validation

Tender > Credit Application

  • Credit Application Control Source
  • Credit Application Receipt Template
  • Initial Use Discount Trigger Code
  • PIN pad Authorization Text Template Naming Scheme
  • POS Authorization Text Template Naming Scheme
  • Print Credit Application Approval Chit
  • Print Credit Application Decline Chit
  • Print Credit Application Existing Account Chit
  • Prompt To Start A Sale With Credit Account
  • Member Exclusive Credit Application
  • Mask Account Number On Chit

Tender > Tender Setup

  • Credit Application Transaction Availability
Customer Lookup

Setup > External Application Integration Configuration

  • External App cancel popup button text
  • External App cancel popup text
  • External Application Id
  • External Application Plugin Data 1–4
  • External Application Plugin Key
  • POS Button Label Text
  • Release Peripherals From POS

Store Setup > Menu Buttons

  • Enable Customer Lookup Button
  • Enable Begin Prescreen Button

Universal Engine > Customer Lookup Method

  • Display Mask
  • Display Text
  • Enable Display
  • IsScannable
  • Look up Method Key
  • UE Member Type Id
  • Minimum Length
  • Maximum Length
  • Prefix
  • Postfix
  • Additional Fields Required
  • Check Digit Weight Parameter
  • Check Digit Product Add Parameter
  • Display Order

Universal Engine > Member

  • Allow Not Found Member
  • Allow Offline Alternate ID
  • Default Promo Customer ID In Customer Lookup
  • Default Promotion ID in Offline Customer Lookup
  • Enable Member Lookup by Email
  • Enable Member Lookup by Phone
  • Enable Member Lookup by Shopping Tag
  • Enable Member Lookup by Social Security Number
  • Promo Customer ID in Offline Customer Enrollment

Promotions and Marketing > Loyalty Options

  • Confirm Member Update Information
  • Customer ID Prompt Criteria
  • Customer Prompt First
  • Default to POS for: Member Lookup, Enroll, Receipt Preference, Email, Phone and Zip
  • Disable Print Member Info On Receipt
  • Enable Member Lookup on Exchange
  • Enable Member Lookup on Receipted Not Found and Offline Returns
  • Enable Member Update Button
  • Enable Print Member Information in Member Information View
  • Enable Fraudulent Customer Verification
  • Enable Rewards Button In Member Information View
  • Enroll Non-member From Search
  • Loyalty Information PED
  • Loyalty Member Information
  • Loyalty Rewards PED
  • Max Member Lookup Results
  • Offline Customer ID Prompt
  • Transaction-Level Discount Points Increment

Promotions and Marketing > Customer Configuration

  • Email and Address Correction
  • Email Opt In or out in Email Correction
  • Enable Customer Entry in Customer Email
  • Enable Customer Entry in Customer Lookup
  • Enable Customer Entry in Customer Enrollment
  • Enable the Enroll Customer button on the Client Lookup flyout
  • Email Confirmation And Opt in
House Account Credit Payments

Store Setup > Menu Buttons

  • Enable Pay On House Account Button

Store Setup > Authorization Overrides

  • Authorization Functions
  • Authorization Roles
  • Block All Roles
Instant Membership

Setup > Item Setup

  • Enable Instant Membership
  • Enable Instant Membership When Offline
  • Instant Membership SKU

Setup > Information Field Definitions

  • SoldByEmployee

Promotions and Marketing > Loyalty Options

  • Training Instant Membership ID
  • Allow to add Instant Membership without Confirmation on Pin Pad
Member Dividends

Returns > Returns Setup

  • Dividend Refund Amount Adjustment Cutoff Date

Tender > Customer Account Setup

  • Customer Account Tender ID
  • Customer Account Automatic Cash Out Amount
  • Customer Account Cash Out Begin Date
  • Customer Account Cash Out End Date
  • Customer Account Manual Cash Out Amount Outside Date Range
  • Customer Account Manual Cash Out Amount Inside Date Range
  • Enable Manual Cash Out Over Maximum
  • Prompt When Customer Account Tender Void Fails
  • Require Signature
New Member Enrollment

Company Setup > Country List

  • Country Code Name
  • Country Name
  • Capital Subdivision Code Name
  • Mandatory Fields for the Country

Company Setup > Country Subdivision List

  • Country Code
  • Division Category
  • Division Name
  • Sequence Number
  • Subdivision Code Name

Setup > Configurable Inputs (Input Validation)

  • Validate InputKey (1–10)
  • Check Digit Algorithm Enabled
  • Check Digit Modulus
  • Check Digit Weights
  • Display Text
  • Input Type
  • Maximum Length
  • Minimum Length
  • Postfix
  • Prefix
  • Priority

Setup > Custom Text Templates

  • Configurable Formatter ID
  • Custom Text Template
  • Custom Text Template ID

Setup > External Application Integration Configuration

  • External App cancel popup button text
  • External App cancel popup text
  • External Application Id
  • External Application Plugin Data 1–4
  • External Application Plugin Key
  • Release Peripherals From POS

Universal Engine > Member

  • Enable Enroll From Member Lookup Results

Promotions and Marketing > Customer Configuration

  • Bypass Customer Email Validation
  • Email Opt In or Out in Membership Enrollment

Promotions and Marketing > Loyalty Options

  • Allow Enrollment When Customer Not Found
  • Allow Enroll When Offline
  • Confirm New Member’s Details When Enrolling
  • Default to POS for: Member Lookup, Enroll, Receipt Preference, Email, Phone and Zip
  • Disclaimer Text For Member Details On PINPad
  • Enable New Member Enrollment in Sale
  • Loyalty Enrollment PED
  • Loyalty Information PED
  • Member Enrollment Confirmation Prompt
Rewards Management

Tender > Loyalty Rewards Setup

  • Loyalty Reward Refund Memo Tender ID
  • Tender ID for Manual Entry of Customer Rewards

Tender > Loyalty Reward Types

  • Reward Type ID
  • Tender ID
  • Reward Type Identifier
  • Start Range for Identification of Reward Types by Accounts Numbers
  • End Limit for Identification of Reward Types by Accounts Numbers

Universal Engine > Markdown Properties

  • Markdown Adjustment Type