Working with Referral Cards


  1. From the Administrative menu, select Rewards Program > Referral Program. The Edit Referral Card Settings screen will appear with the General tab open.

     
  2. Because this is the setup area, the card number is not applicable.  These settings will be applied to each newly issued card as the default.
  3. Select a redeem rewards date from the Referral Card Expiration Date drop-down menu.  
  4. Select the Referrals tab.


    Fields and options in the Referrals tab include:
     

    Referrals Enabled

    Indicates that the card can be used for referral bonus money as well as rewards.  This can be used to provide a retroactive referral bonus.

    Applies to purchases up to

    For the referrer to get a bonus, the date by which the referee must spend the qualifying amount as entered in the When customer purchases qualifying items totaling or more field. 

    Referrals Initial Amount

    The initial amount of the referral card.

    Referrer Earns…

    The amount the referring customer will get when the referred customer makes a purchase.  This takes the form of a credit memo.

    …When customer purchases qualifying items totaling or more

    The amount which the referred customer must spend for the referring customer to earn the bonus as indicated above.

    Included Sale Types

    Types of sales to include in this referral account:

    • All Tender
    • Inventory
    • Repairs
    • Custom Jobs
    • Appraisals
    • Gift Cards.

     

    Sale Types

    Allows you to filter what types of sales count towards the qualifying items totals.  Example: If you want to include repairs, not just inventory. 
    NOTE:  Checking All Tender will disable filtering by sale types.

     

  5. Complete the fields in the Referrals tab as required.
  6. Select OK/Save and Close.

 

 

 

Updated on Wed, 06 Jan 2021 by Angela Chiaravalle

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