How to Configure Reward Points
How to Configure Reward Points on Tracepos
This guide is for Administrators. It explains how to set up the loyalty program, configure earn/redemption rates, and manage the backend settings.
1. Overview
The Reward Points system incentivizes repeat business by allowing customers to:
-
Earn points based on their order total.
-
Redeem accumulated points for discounts on future purchases.
These settings are applied per company and persisted on the server.
2. Configuration Settings
Navigate to your Admin Settings page to find the Reward/Loyalty section.
|
Setting |
Description |
Default |
|
Enabled |
Master toggle to turn the reward program on or off. |
false (Off) |
|
Earn Rate (earn_rate) |
The fractional value used to calculate points earned from an order amount. Example: 0.1 means 10% of the order value is converted to points. |
0.1 |
|
Redeem Rate (redeem_rate) |
The cash value (currency) of a single point. Example: 0.01 means 1 point equals 0.01 currency units. |
0.01 |
|
Points Expiry |
The number of days before unused points expire. |
365 days |
|
Minimum Order |
The minimum cart subtotal required to earn points. Orders below this amount earn nothing. |
0 |
3. Configuration Examples
Setting the right rates is crucial for protecting your margins while being attractive to customers.
Scenario: The "10% Back" Model
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Goal: You want customers to earn $1 in rewards for every $10 they spend.
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Setup:
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Earn Rate: 1.0 (1 point per $1 spent).
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Redeem Rate: 0.10 (1 point is worth $0.10).
-
Math: Spend $10 → Earn 10 points. 10 Points * $0.10 = $1.00 Value.
Scenario: The "Standard Low-Yield" Model (Provided Default)
-
Setup:
-
Earn Rate: 0.1
-
Redeem Rate: 0.01
-
Math: Spend $100 → Earn 10 points. 10 Points * $0.01 = $0.10 Discount.