- EBMS Knowledge Base
- Sales
- Gift Cards and Loyalty Cards
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Client Resources
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EBMS Main Documentation
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Sales
- Customers
- Proposals
- Proposal Sets and Templates
- Sales Orders
- Sales Invoices
- Materials Lists
- Sales and Use Tax
- TaxJar
- Recurring Billing
- Customer Credits
- Customer Payments
- Card Processing and Koble Payments
- Gift Cards and Loyalty Cards
- Verifone Gateway and Point Devices
- Freight and Shipping
- General Ledger Transactions for Sales
- Point of Sale and XPress POS
- Point of Sale Hardware
- Salesperson Commissions
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Inventory
- Product Catalog
- Using Product Codes for No Count Items
- Product Pricing
- Special Pricing
- Tracking Inventory Counts
- Unit of Measure (UOM)
- Purchasing Stock
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes and Inventory Scanners
- Components (BOM) and Accessories
- Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Locations: Warehouses, Divisions, Departments
- Sync Product Catalogs between Companies
- Vendor Catalogs
- Serialized Items
- Lots
- Product Attributes
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Expenses
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Labor
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Financials
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Tasks and Work Orders
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Job Costing
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Manufacturing
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Rental
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Apps
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E-commerce
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EBMS Automotive
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EBMS Horticulture
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EBMS Metal Supply
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EBMS Fuel Sales
Loyalty Cards Overview
Many retailers establish a loyalty program and use loyalty cards as a marketing incentive. The Loyalty Card option within EBMS allows the user to activate, add, and redeem points.
The following steps are for US-based merchant accounts only. Review Velox Integration for information on Canadian loyalty card options.
The following options are required to set up and begin using Loyalty Cards within EBMS.
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The payment card processing module must be added to EBMS. Review the Payment Card Overview section for more details.
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An account must be set up with a compatible loyalty card merchant processor – the following loyalty card processors integrate with EBMS software:
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GiveX – web.givex.com/products/loyalty (Verifone Point only)
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ValueLink – www.FirstData.com/giftcards (Verifone PAYware Connect only)
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A card swipe device: For the purpose of activating, or changing the customer on a sales order, a separate magnetic card swipe should be used that is not a credit card payment device. Note however, that a credit card payment device is needed when redeeming the loyalty points since the card essentially becomes a gift card in that scenario.
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Loyalty cards with a barcode or a magnetic strip: These cards are provided by the loyalty card merchant provider. A loyalty card must be activated by configuring the customer record before it can begin to accrue points. Review the Configuring a Customer Record to Use a Loyalty Card section for more details on activating a customer loyalty card.
Review the Adding and Redeeming Loyalty Points section for more details on adding and redeeming points on a loyalty card.
Review the Viewing a Loyalty Card Point Balance and Award Value section for information related to accessing the number of loyalty points a customer has earned to date and the monetary benefit award amount that is currently available on the card.
Review the Changing a Loyalty Card Number section for information related to adding or changing a customer loyalty card number within the customer record.