 Loyalty Filters
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Purpose
The
Loyalty Filters Page is used to include the items needed to earn points for the
plan.
Accessing the Loyalty
Filters Page
While
logged into myFocus, navigate to Gift/Loyalty >
Gift/Loyalty > Loyalty Filters.
Figure m3.6 Loyalty
Filters Page
Figure m3.7 Loyalty Filters Page Fields
|
Field |
Description |
|
Select Filter |
The
Loyalty Filter to modify. |
|
Close |
Closes
the Loyalty Filters Page. |
|
Filter Name |
The
Loyalty Filter’s name, up to 50 alphanumeric characters. |
|
Store ID |
The selected store determines the items displayed in the Report Group Filter, Menu Item Filter and Available Items lists. |
|
Report Group Filter |
Filters
the Available Items list by the specified Report Group established at the
store level. |
|
Menu Item Filter |
Filters
the Available Items list by the Menu Item Filter established at the store
level. |
|
Items in Filter () |
The
items currently used by the Loyalty Filters. The number of items currently in
the list is displayed in (). |
|
Available Items () |
The
items not currently in use by the Loyalty Filters. The number of items
currently in the list is displayed in (). |
|
|
Moves
the selected items from the Items in Filter list to the Available Items list. |
|
|
Moves
all items from the Items in Filter list to the Available Items list. |
|
|
Moves
the selected items from the Available Items list to the Items in Filter list. |
|
|
Moves
all items form the Available Items list to the Items in Filter list. |
|
Set Points |
The
number of points each selected item is worth should be entered before moving
the items over to the Items in Filter list.
Note: This field is only displayed on Points Type
filters. |
|
Edit |
Displays
the Edit Points Page. Note: This field is only displayed on Points Type
filters. |
|
Save |
Saves
current changes. |
|
Add |
Allows
the user to add a new Loyalty Filter. |
|
Cancel |
Cancels
current changes. |
Procedure
to Add a New Loyalty Plan
· Click
Add.
· Set
the Plan to Active.
· Enter
a new for the plan.
· Select
the Plan Type.
· Enter
a name for the Measurement.
· Enter
a description for the plan.
· Select
the Loyalty Filter for the plan.
· Enter
the Multiplier if using a Sales Type plan.
· Enter
the Items in Trip and Points for Trip if using the ATW Type plan.
· Click
Save.
· Click
Included Cards to assign the appropriate cards to the plan.
