Redeem loyalty points at the self-ordering terminal (SOT)

Redeem loyalty points at the self-ordering terminal (SOT)

What
By redeeming loyalty points at the self-ordering terminal (SOT), customers have the opportunity to redeem their accumulated points for discounts.

Where
Admin: Incentives > Loyalty settings > Customer account required to receive loyalty points.
Admin: Store > Stores > Edit > Payment type > Cash terminal/Debit card terminal.
Admin: Store > Global store settings > Payment types > Cash terminal/Debit card terminal > Edit > Available in the self-service terminal.
Admin: Store > Stores > Edit > Self-service terminal > Allow customer login + Process paid orders immediately.


These instructions show you how to configure the admin interface so that customers can redeem their loyalty points at the self-ordering terminal (SOT). The procedure for the customer is also described.


Configuration for redeeming loyalty points at the self-ordering terminal

For the redemption of loyalty points at the SOT to work, this must first be configured in the Admin.

1. Customer account for loyalty points

For the pop-up window for redeeming loyalty points to be displayed at the self-ordering terminal, the option "Customer account required to receive loyalty points" must be deactivated in the loyalty points settings.

Procedure:
  1. Navigate to Admin: Incentives > Loyalty settings.
  2. Deactivate the setting "Customer account required to receive loyalty points".
  3. Confirm the change with "Save".





2. Activate cash terminal/debit card terminal in the store settings

The "Cash terminal" and/or "Debit card terminal" option is activated in the store settings for payment methods. 

The background to this is that orders that are partially paid for with loyalty points may only be completed using certain payment methods. However, these payment methods are only available if a corresponding terminal exists, is active and has possibly been assigned to a specific cash register or location.

Procedure:
  1. Navigate to Admin: Store > Stores > Edit > Payment type.
  2. Activate the "Cash terminal" and/or "Debit card terminal" option and set it to "Yes" (you may have to scroll down a long way).
  3. Go to the bottom of the page and click on "Save".





3. Check cash terminal/debit card terminal for the self-ordering terminal

For the pop-up window for redeeming loyalty points to be displayed, check whether the "Cash terminal" and/or "Debit card terminal" payment type is activated for the self-ordering terminal in the global store settings.

Procedure:
  1. Navigate to Admin: Store > Global store settings > Payment types.
  2. Click on "Edit" for "Cash terminal" and/or "Debit card terminal".
  3. Check whether the "Available in the self-service terminal" option is checked. If this is not the case, activate the option.
  4. Then, click on "Save".







4. Allow customer login at the self-ordering terminal

To enable the customer to log in at the self-ordering terminal, the options "Allow customer login" and "Process paid orders immediately" need to be activated in the store settings.

Procedure:
  1. Navigate to Admin: Store > Stores > Edit > Self-service terminal.
  2. Activate the option "Allow customer login" and set it to "Yes" so that customers can log in at the self-ordering terminal.
  3. Then go to the option "Process paid orders immediately" and also set it to "Yes" to be able to redeem loyalty points.




Procedure for the customer

Once you have configured the above settings in the admin interface, the procedure for the customer follows.

1. Customer login

  1. The customer first logs into his customer account in the webshop. This is the only way he can access the loyalty points and the corresponding code.



2. QR code for loyalty points

  1. After logging in, the customer goes to his "Profile".
  2. For webshop version 1: The customer clicks on "MyCode" in his profile.
  3. For webshop version 2: The customer clicks on "Scan QR code to login" in his profile. 
  4. A QR code and a numerical code are then displayed.



3. Enter the QR code at the self-ordering terminal

  1. At the self-ordering terminal, customers can now either enter the numerical code from the webshop profile or, if the terminal supports a scan function, scan the QR code.



4. Place an order

  1. The customer selects the desired products at the self-ordering terminal (SOT) and proceeds to complete the order.
  2. On the order completion page, the customer can see how many loyalty points he will receive for this order.



5. Pop-up window for redeeming loyalty points

  1. After the customer clicks on "Take order", a pop-up window appears in which they have the option of redeeming loyalty points.
  2. Redeem points: If the customer has points and wants to redeem them, he enters the desired number of his available points that he wants to redeem.
  3. Available points: How many loyalty points the customer has available is displayed.
  4. Convert points to amount: The amount that the customer receives when redeeming his points is displayed. In this example: €3.00.
  5. Remaining amount to be paid: The remaining amount shows the amount still to be paid after the loyalty points have been deducted. In this example: €2.99.



6. Completion of the order

  1. Redeem with points: Once the number of available points has been entered, this is confirmed with "Redeem now". The redemption is immediately taken into account in the order.
  2. Do not redeem points: If the customer does not wish to redeem any points, they can close the pop-up window with the "X". The order will then be completed without redeeming the points.