Bonus Point

From AutoCount Resource Center
Jump to navigation Jump to search

Bonus Point

This module is used to set bonus points system, record points earned and redeemed by customers.

Go to Tools > Program Control > Module Setting

Check the checkbox of Bonus Point to enable it.


Member Maintenance

This is used to maintain the info of the member.


BP1.png


BP2.png


Member Type Maintenance

Select a member type (for report filtering purpose). 'Default' type is being generated by the system automatically. You may modify or add new types.


BP3.png


Race Maintenance

3 default races are generated automatically. You may modify or add new races.


BP4.png


Bonus Point Calculation Options

(Refer to Tools > Options > Invoicing > Bonus Point)


BP5.png


BP6.png


BP7.png


BP8.png


Determine Bonus Point Calculation Method

Go to Tools > Options > Invoicing > Bonus Point.

Select the Bonus Point Calculation Option: Calculate Bonus Point Based on Item's Quantity.


BP9.png

If based on Item Quantity, you need to set number of points will be earned (by quantity) at Stock > Stock Item Maintenance, Sales Entitlement.

If based on Item's Total or Invoice Total, you may set number of points will be earned (by sales value) and whether or not round up to nearest dollar.


BP10.png


I have chosen to calculate bonus points based on item's quantity, so the next step is go to Stock Item Maintenance.


BP11.png


Invoice with Bonus Point

Go to Sales > Invoice

Create a new invoice, select a debtor with bonus point account.

Click on '+' to add items,


BP12.png


Bonus Point Calculation base on Item Total – Example


BP13(1).png


BP14.png

Note: Individual item's total value will be based to calculate the bonus point, which means only those items that were checked with 'Calculate Bonus Point' at Stock Item Maintenance will be included. (In this case, only Apple Iphone is ticked with Calculate Bonus Point)


Bonus Point Calculation base on Invoice Total - Example


BP15.png


BP16.png


Bonus Point Adjustment

This function is used to adjust (+/-) the point for the member.


BP17.png


Bonus Point Redemption

Go to Sales > Bonus Point Redemption

Click on Create a new Bonus Point Redemption,

Select Bonus Point Account Number,

Select debtor,

Click on '+' to add item to be redeemed,

Observe the indication of Total Available Point, Redemption Point, and Point After Redemption.


BP18.png


View Report

Go to Bonus Point > Bonus Point Transaction Listing Report

Define the filtering option and click on Inquiry to view the listing report.


BP19.png

For bonus point calculation, please refer to Tools > Options > Invoicing > Bonus Point.

Go to menu

IconAcc20.PNG AutoCount Accounting 2.0


IconAcc188.PNG AutoCount Accounting 1.8 / 1.9
Wiki-Payroll.png AutoCount Payroll
Wiki-POS.PNG AutoCount POS
Wiki-AOTG.PNG AutoCount On The Go
Wiki-Accounting-Plugin.png AutoCount Accounting Plug-In Documentations