How to handle multiple loyalty cards in the POS in D365 Retail(Commerce) - CloudFronts

How to handle multiple loyalty cards in the POS in D365 Retail(Commerce)

Posted On March 9, 2021 by Admin Posted in  Tagged in

Loyalty programs can help increase customer loyalty by rewarding customers for their interactions with the retailer’s brand. In Dynamics 365 Commerce, you can set up simple or complex loyalty programs that apply across your legal entities in any commerce channel. 

You can set up your loyalty program in many ways so that it includes options such as:

multiple types of rewards, incentives, earning rules, manual point adjustment.

Some customers will also require to setup multiple loyalty cards for every customers. For example as you can see Stuart has 2 loyalty cards associated with his account.

Stuart Railson 
Summary 
Customer Account 
Customer since 
10/05/2016 4:45 PM 
StuartR@contoso.com 
415 555-5279 
2 addresses 
Home 
689 Third Avenue 
Alameda CA 94117 
USA 
p Search 
Timeline 
There are no items to display. 
Loyalty cards 
2 cards 
Contact tender 
s 5102 
Card tender 
55205 
Enrollment date: 
@ Q Emma Hams 
Recent purchases 
There are no recent purchases 
03/03/2021 
PRI MARV

The provision to allow customers to have multiple cards is a useful feature but it makes the loyalty card process a bit complex. Complex in a way that loyalty card will not be selected by default hence cashiers will need to be careful and choose a loyalty card during every transaction.

If you do not select a loyalty card, then points will not be earned for the customer while making a purchase.

, 0 Search 
Transaction 
Lines Payments 
Stuart Railson 
一 一 亠 
SALES REPRESENTATIVE 
TOTAL (W'THOUT TAX) 
F*'quantity 
LOYALT CARO 
SLI OT 
SOCO 
TAX 
PAYMENTS 
Add product 
There 3 「 e no products i513n5 :tion 
$ 0 00 
Gift 
* 0 「 options 
0 3 〔 DUE 
Search enter quant•ty 
Tax o 「 ri 
Prcduct " omm 「 : 「 , 3 「 : 3 S because 卟 , : fu 0 「 hasn't been enabled $ 
0

To avoid this from happening, what cashier can do is always search for the customers with their loyalty card numbers. This way the loyalty card would be selected automatically while customer is making a purchase. However if the customer does not have the card number handy then the cashier will need to select a loyalty card

I hope this helps!


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