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Easyrewardz is a third party CRM application which is integrated with Ginesys ERP. The application is configured in head office and after synchronization of data from head office, it is used in POS stores. This process of configuration and running the application at POS stores has been described in two phases - HO and POS side integration
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- Go to ‘C:\Program Files (x86)\GSL\GINESYS POS’
- Open ‘GinApps.config’ file
- Scroll down to the bottom of the page.
- Add the following XML lines:
<add key="EasyRewardzTimeOut" value="30000" />
<add key="EasyRewardWebServiceTrace" value="1"/> - Save the file.
[B] ENABLING ‘EASYREWARDZ’ FROM MASTER POLICY
- Open Retail Management from GINESYS Web.
- Go to Setup > Master Policy
- Click on
System Settings
tab. - Tick the
Is EasyRewardz Integrated
option. - Click on OK.
[C] DEFINING THE CONFIGURATION IN EASYREWARDZ CONFIGURATION WINDOW
- Go to Control > Configuration > Easy Rewardz GINESYS Web > Retail Management > Loyalty > Configure > Easyrewardz Configuration to open the configuration window
Easyrewardz Configuration
window. - Fill in the data fields. [The table format has been given below for help]
- Click on Save.
SRL | CONFIGURATION NAME | SIGNIFICANCE |
---|---|---|
1 | URL | Contains the Easyrewardz API. It will be provided by Easyrewardz |
2 | USERNAME | Username of the application. To be provided by Easyrewardz. |
3 | USERNAMETOGENERATETOKEN | Username to generate token. To be provided by Easyrewardz. |
4 | ADMINUSERNAME | Username of the admin panel of the easyrewardz application. |
5 | USERPASSWORD | Password of the admin panel of the easyrewardz application. |
6 | DEVID | Developer id. To be provided by Easyrewardz application. |
7 | APPID | Application id. To be provided by Easyrewardz application. |
8 | PROGRAMCODE | It is the program code. To be provided by Easyrewardz application. |
9 | ACTIVITYCODEFORACCRUAL | It is the accrual or loyalty point earning code. To be provided by easyrewardz. |
10 | ACTIVITYCODEFORREDEMPTION | It is the code for loyalty point redemption. |
11 | MEMBERSHIPNUMBERAPPLICABLE | This option specifies if points will be calculated with/without using the membership number. There are two options [Yes | NO]. If the option is set to YES, then membership number becomes mandatory at the time of customer creation. The membership numbers will be provided by Easyrewardz. If this option is set to NO, then membership number will not be mandatory while customer creation. |
12 | REDEMPTIONMODE | The user can choose between any two redemption modes between Discount and MOP. If it is Discount, then redemption will be treated as discount. |
[D] DATA SYNCHRONIZATION FROM HO.
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Go to POS button from the navigation bar.
Click on F3
Click on
Add Customer
button.Enter First , Middle and Last Names and Mobile number and other details.
Warning title Important Note: Name & Mobile Number are mandatory fields.
Come to Membership Number field.
Enter membership number provided by Easyrewardz.
Software shows a message that customer data has been saved and uploaded in ER database.
A SMS will be sent to the registered mobile number of the respective customer.
Workflow of Customer data upload while creating customer:
- Click on
Add Customer
button in POS Bill to open the customer creation window. - Enter customer data.[If you select the ER enabled checkbox, the mobile number will be used as the unique field]
- Click on Save button.
- Before saving the data, the software will validate if Easyrewardz is enabled and it’s online.
- If conditions are
FALSE
then customer will not be uploaded and customer data will be saved.If both the conditions areTRUE
then the software will contact the Easyrewardz APIit finds that either ER is not enabled or not online, it will simply save the customer data. - Otherwise it will call contact Easyrewardz .
- If conditions are
- Once ER-API is called, the software waits for response from the API.
- If there is no response from ER-API Response =
FALSE
then ; then customer will not be uploaded and customer data will be saved. - If ER-API Response =
TRUE
responds properly; then customer data will be uploaded and saved and tagged in the POS bill.
- If there is no response from ER-API Response =
EXAMPLE
Let’s take an example where an Easyrewardz enabled customer has billed 3 items; the bill amount is 1000, now the customer wants to redeem 100 points and in that case he will only have to pay 900/-.
USING EASYREWARDZ IN POS BILL [With Redemption Mode = MOP]
- Open POS Bill window.
- Click on F3 and select an Easyrewardz enabled customer.
- Select some items.
- Click on F8.
- Click on
Redemption Voucher
in the MOP grid. [Once you click on the Redemption Voucher in the MOP grid, theRedeem
button appears.] - Click on the Redeem button.
- A Redemption window appears where you can check available points and redeemed points.
- Click on the
Check Available Point
button to find the available points. - You can also redeem points using the
One Time Password (OTP)
feature. - Enter the points you want to redeem.
- The customer will receive an OTP SMS with the code on the customer’s registered mobile number.[In case due to any reason if the customer does not receive the SMS then the cashier need to call the Easyrewardz Helpdesk and inform the matter to them. They will take further action.]
- Type that code and click on Redeem button.
- Points will be redeemed.
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- Open POS Bill window.
- Press F3 and click on the
Easyrewardz Discount
button. - The Easyrewardz window will appear.
- Click on the
Check Available Point
button to find the available points. - In the
ER Point Box
, enter 100 points. - Select an Easyrewardz enabled customer from the list.
- Select some items.
- Press F8. [On pressing F8, the discount amount will be calculated. The currency equivalent for the ER points being 1, so 100 will be discounted but this discount will be apportioned equally for the three items selected in the bill.]
- Finally enter
Payable
Amount.
- Save the POS Bill.
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