What it covers
The loyalty module in Retail System manages all the mechanisms through which the store builds and maintains the relationship with loyal customers: customer card with points, gift card, vouchers and omnichannel commercial policies.
Vouchers
Vouchers can work in two distinct ways:
Voucher - payment method
The voucher has a fixed value and is used for payment — similar to a disposable gift card. It can come from several sources: mall, partners, suppliers or internal campaigns.
Vouchers from partners and suppliers can be used when there is a contract based on which the money is collected. The internal ones are deducted from the marketing budget and represent an expense of the company.
The format can be: physical flyer, code printed on the previous tax receipt or code received by SMS.
Voucher - discount code
The voucher applies a percentage or value discount per transaction. May have configurable limitations:
- Not applied to products already on promotion or with another active discount
- Applies only to certain brands or categories (e.g. Chanel / Perfume)
- Do not allow selling below cost price
Generation and verification
The system generates unique voucher numbers that can be used both offline (in-store) and online (on the eCommerce platform). A dedicated API allows checking the status of a voucher: valid, used, expired.
Customer Card
The customer card is the central loyalty tool. Identify the customer in the system and accumulate benefits based on purchases.
Identification data — name, phone, email, birthday. The customer is identified in the sale by phone number. The registration can be done by the seller or the customer on the tablet, with signature and confirmation via SMS.
GDPR — upon registration, the customer ticks the GDPR agreement. The consent can be withdrawn later, at which point the personal data is anonymized or deleted according to the law.
Accumulation of points — the customer receives a configured number of points for each leu spent. The system takes into account returns: if a product is returned within the allowed period, the corresponding points are automatically withdrawn.
Points conversion — the accumulated points can be converted into a discount voucher, which can be used on the next purchase.
Information on the receipt — at the end of the sale, the following are printed on the receipt: the points accumulated, the next available discount and the validity date of the points.
Notifications — the customer can receive notifications by email or SMS: campaigns, personalized discounts, reminder of expiring points.
Types of discount on the card
Permanent — fixed discount for special customers (VIPs, employees, partners).
Expiration thresholds — The discount increases as the customer accumulates an amount spent, but expires if the level of purchases is not maintained.
Special for the period — additional discount on special days (customer's birthday, anniversary, first purchase).
Bonuses
Doubling points — on certain days (weekends, low traffic days), the accumulated points are doubled, in order to attract customers in the desired periods.
Extended return — customers with purchases above a certain threshold benefit from an extended return period.
First purchase discount — percentage discount on the first loyalty card transaction.
Omnichannel Policies
Loyalty does not stop at the border of the physical store. The Retail System supports policies that cross sales channels:
Online sale, in-store pickup — the customer orders online and picks up the product from the chosen store. Loyalty points accumulate normally.
Online booking, in-store payment — the customer reserves a product online and comes to see and pay for it physically.
In-store return for online goods — the customer returns a product purchased online to any store.
Return voucher — upon returning a product, the customer automatically receives a discount voucher (e.g. 30% on the next purchase), encouraging a new visit.
Reservation with delivery from another store — if the desired product is not available locally, it is ordered from another store, with the customer's notification upon arrival and automatic expiration of the reservation if the product is not picked up.
