Page Comparison

...

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 

...

1. Open Retail Management from GINESYS Web.
   
   
2. Go to Setup > Master Policy
   
   
3. Click on System Settings tab.
   
   
4. Tick the Is EasyRewardz Integrated option.
   
   
5. Click on OK.

[C] DEFINING THE CONFIGURATION IN EASYREWARDZ CONFIGURATION WINDOW

1. Go to Control > Configuration > Easy Rewardz Configuration to open the configuration window.
   
   
2. Fill in the data fields. [The table format has been given below for help]
   
   
3. Click on Save.

[D] DATA SYNCHRONIZATION FROM HO.

1. Go to GINESYS Launchpad.
2. Click on either Sync Selective or Sync All button. (If you click on Sync Selective, you will need to select the sites where you wish to Sync the Easyrewardz integration information)
3. Click on Ok when Data synchronization is completed successfully message appears.

...

Before describing how Easyrewardz will be used in POS stores, let us explain some key concepts regarding the application. 

MEMBERSHIP NUMBER

Membership number is a unique number provided by Easyrewardz by which customers are identified in the Easyrewardz database.
It is required while creating customer in the GINESYS POS.

...

Please follow the steps given below to see how customer is created from POS bill window and synced with Easyrewardz database

1. Go to POS button from the

   side

   navigation bar.

2. Click on

   [

   F3

   ]

3. Click on

   ‘Add Customer’ button

   Add Customer button.

4. Enter

   F/M/L Names, Mobile number, DOB, EmailID

   First , Middle and Last Names and Mobile number and other details.

   [

   Warning
   title Important
   Note: Name & Mobile

   number

   Number are mandatory

   ]

   fields.

   
   

5. Come to Membership

   number

   Number field.

6. Enter membership number provided by Easyrewardz.

7. Software shows a message

   saying

   that customer data has been saved and uploaded in ER database.

8. A

   sms

   SMS will be sent to the registered mobile number

   specified while

   of the respective customer

   creation

   .

Workflow of Customer data upload while creating customer:

1. Click on ‘Add Customer’ button Add Customer button in POS bill Bill to open the customer creation window.
2. Enter customer data.[The If you select the ER enabled checkbox, the mobile number will be used as the unique field, tick the ER enabled checkbox]
3. Click on save Save button.
4. Before saving the data, the software will validate if Easyrewardz is enabled and it’s online.
   1. If conditions are FALSE then  then customer will not be uploaded and customer data will be saved.
   2. If both the conditions are TRUE then  then the software will contact the Easyrewardz API.
5. Once ER-API is called, the software waits for response from the API.
   1. If ER-API Response = False then FALSE then customer will not be uploaded and customer data will be saved.
   2. If ER-API Response = True then TRUE then customer data will be uploaded and saved and tagged in the POS bill.

...

Let’s take an example where an Easyrewardz enabled customer has visited the store and taken billed 3 items; the bill amount is Rs 1000 Image Added 1000, now the customer wants to redeem 100 points and in that case he will only have to pay Rs. Image Added900/-.

USING EASYREWARDZ IN POS BILL [With Redemption Mode = MOP]

1. Open POS Bill window.
2. Click on F3 and select an easyrewardz Easyrewardz enabled customer.
3. Select some items.
4. Click on F8.
5. Click on ‘Redemption Voucher’ in Redemption Voucher in the MOP grid. [Once you click /set focus on the Redemption Voucher in the MOP grid, the ‘Redeem’ button Redeem button appears.]
6. Click on the Redeem button.
7. A redemption window will appearYou Redemption window appears where you can check available points and redeem redeemed points.
8. Click on the Check available point button Available Point button to find the available points.
9. You can also redeem points using the One Time Password (OTP) feature feature.
10. Enter the points you want to redeem.
11. The customer will receive an OTP sms which will include a code in 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 SMS then the cashier need to call the Easyrewardz helpdesk Helpdesk and inform the matter to them. They will take further action.]
12. Type that code and click on Redeem button.
13. Points will be redeemed.

USING EASYREWARDZ IN POS BILL [With Redemption Mode = DISCOUNT]

1. Open POS Bill window.
2. Press F3 and click on the Easyrewardz Discount

...

1.  button.
2. The

...

1. Easyrewardz window will appear.
2. Click on the Check

...

1. Available Point button to find the available points.
2. In the ER

...

1. Point Box, enter 100 points.
2. Select an

...

1. Easyrewardz enabled customer from the list.
2. Select some items.
3. Press F8. [On pressing F8, the discount amount will be calculated. The currency equivalent for the ER points being 1, so

...

1. Image Added100 will be discounted but this discount will be apportioned equally for the three items selected in the bill.]
2. Finally

...

1. enter Payable Amount.
2. Save the POS

...

1. Bill.

Related articles

...