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 

Step-by-step guide

HO-CONFIGURATION OF EASYREWARDZ 

The configuration for easyrewardz application is done in the following 4 segments:

1. Modification in ‘GinApps.config’ file. 

2. Enabling ‘Easyrewardz’ from Master Policy. 

3. Defining the configuration in Easyrewardz configuration window. 

4. Data synchronization from HO.

[A] MODIFICATION IN ‘GINAPPS.CONFIG’ FILE

1. Go to ‘C:\Program Files (x86)\GSL\GINESYS POS’
2. Open ‘GinApps.config’ file
3. Scroll down to the bottom of the page.
4. Add the following XML lines:
   
   <add key="EasyRewardzTimeOut" value="30000" />
   <add key="EasyRewardWebServiceTrace" value="1"/>
   
   
5. Save the file.

[B] ENABLING ‘EASYREWARDZ’ FROM MASTER POLICY

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 GINESYS Web > Retail Management > Loyalty > Configure > Easyrewardz Configuration to open the Easyrewardz 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.

USING EASYREWARDZ IN POS STORES

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.

PRINTING PARAMETERS TO BE NOTED

Only earned ER points will be printed in the POS bill.
Redemption points will not be printed.

WHILE CUSTOMER CREATION

In GINESYS POS, customers can be created from the following places:

A. POS Bill window.

B. POS as Collection Centre window.

C. ADD Customer window in POS Order.

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 navigation bar.

2. Click on F3

3. Click on Add Customer button.

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

   Important

   Note: Name & Mobile Number are mandatory fields.

5. Come to Membership Number field.

6. Enter membership number provided by Easyrewardz.

7. Software shows a message that customer data has been saved and uploaded in ER database.

8. A SMS will be sent to the registered mobile number of the respective customer.

Workflow of Customer data upload while creating customer:

1. Click on Add Customer button in POS Bill to open the customer creation window.
2. Enter customer data.[If you select the ER enabled checkbox, the mobile number will be used as the unique field]
3. Click on Save button.
4. Before saving the data, the software will validate if Easyrewardz is enabled and it’s online. 
   1. If it finds that either ER is not enabled or not online, it will simply save the customer data.  
   2. Otherwise it will call contact Easyrewardz .
5. Once ER-API is called, the software waits for response from the API.
   1. If there is no response from ER-API; then customer will not be uploaded and customer data will be saved.
   2. If ER-API responds properly; then customer data will be uploaded and saved and tagged in the POS bill.

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]

1. Open POS Bill window.
2. Click on F3 and select an Easyrewardz enabled customer.
3. Select some items.
4. Click on F8.
5. Click on Redemption Voucher in the MOP grid. [Once you click on the Redemption Voucher in the MOP grid, the Redeem button appears.]
6. Click on the Redeem button.
7. A Redemption window appears where you can check available points and redeemed points.
8. Click on the Check Available Point button to find the available points.
9. You can also redeem points using the One Time Password (OTP) feature.
10. Enter the points you want to redeem.
11. 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.]
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 button.
3. The Easyrewardz window will appear.
4. Click on the Check Available Point button to find the available points.
5. In the ER Point Box, enter 100 points.
6. Select an Easyrewardz enabled customer from the list.
7. Select some items.
8. 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.]
9. Finally enter Payable Amount.
10. Save the POS Bill.

Please watch the following Powerpoint Presentation and follow the steps given it it to ensure a smooth and proper functioning of ER in your retail stores

Related articles

• Page:
  Ordering
• Page:
  Adding, Editing, Deleting & Printing Sales Order (SO) in Ginesys Web
• Page:
  Adding, Editing, Deleting & Printing Site Stock Transfer in Ginesys Web
• Page:
  Creating, Editing & Printing Bill of Material (BoM) in Ginesys Web
• Page:
  Adding, Editing, Deleting & Printing Purchase Order (PO) in Ginesys Web