Point Accumulation Policy

Note: To use the Point Accumulation Policy, you must activate the Point Accumulation Module.Note: To use the Point Accumulation Policy, you must activate the Point Accumulation Module.

1. Permissions

To set permissions for the Point Accumulation Policy, follow these steps:

Navigate to the Permissions section.

Select the user group you want to assign permissions to.

Check the appropriate permissions for the Point Accumulation Policy, such as Access, Add, Edit, Delete, Approve, and View All.

Once permissions are assigned, users can create, edit, or delete pricing policies.

2. Adding a New Point Accumulation Policy

To add a new Point Accumulation Policy:

Go to Sales Policies → Point Accumulation Policy → Add New.

Configure the following details:

(1) Name of the policy.

(2) Policy's applicable time period.

(3) Target customer groups.

(4) Description of the policy.

(5) Select one of two configurations: (5.1) Point Redemption or (5.2) Point Accumulation Setup.

(5.1) Point Redemption Setup (5.1.1) Choose whether to include discount value in the point calculation.

(5.1.2) Define the point conversion rate (e.g., how much 1 point is worth in monetary value).

(5.2) Point Accumulation Setup (5.2.1) Select a product group to apply point accumulation.

(5.2.2) Enter details for products, applicable quantities, and point conversion rates.

After completing the configuration, click Save.

Activate the policy from the Point Policies screen.

3. Point Accumulation Mechanism

The system records points through the following methods:

Method 1: Order-Based Accumulation Once an order is fully paid, the system records points based on the configured Point Accumulation Policy.

Method 2: Customer Details Update Navigate to Customer Details → Rewards Points to view or modify the customer's accumulated points.

Use the gear icon to adjust points, enter the necessary details and reasons, and click Update.

Method 3: Bulk Points Upload To upload points for multiple customers using an Excel file:

Go to Sales Policies → Point Accumulation Policy → Upload Points.

Download the sample file, fill in the details, and re-upload.

Choose between the following options:

Overwrite: Replace the customer's points with those in the uploaded file.

Add: Add the uploaded points to the existing points.

Note: Orders must be fully paid before points are awarded. Customers can redeem points during checkout.

4. Setting Points Expiry

4.1. Pre-Configuration Requirements

Activate the Reward Points Module in the Getfly CRM system.

Ensure the account performing the configuration has admin rights.

4.2. Configuration Steps

Navigate to Settings → CRM Configuration.

Under Customer, select the Points Expiry Settings tab.

Enable the expiration setting, enter the number of days until points expire, and click Update.

4.3. Operating Rules

Expiry Duration: The points expire after the specified period (e.g., 30 days).

Start Date: The expiry countdown begins from the date the order is fully paid.

Example:

Points expire after 30 days.

Order DH1234 is placed on 06/01/2025 and fully paid on 10/01/2025.

Expiry Date = 10/01/2025 + 30 days = 09/02/2025.

4.4. Changes to Expiry Settings

If the expiration settings are modified, the system adjusts accordingly:

Scenario 1: Shorter Expiry

Points that exceed the new duration are reset to zero.

Scenario 2: Longer Expiry

Points remain valid until the new expiry date.

4.5. No Prior Configuration

If no expiry was previously set, points will be recalculated based on the newly defined expiration rules, with expired points being reset.

System Logic: The system checks for expired points daily at 00:00. Changes to settings apply the next day.