- EBMS Knowledge Base
- Sales
- Payment Card Processing | Loyalty Cards
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Client Resources
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EBMS Main Documentation
- Introduction
- Getting Started
- Getting Started | Initial Installation
- Company Setup
- EBMS Guide for Accountants
- Features
- Reports
- Security
- Server Manager
- Technical
- Technical | Data Import and Export Utility
- Technical | SQL Mirror
- Automotive
- Automotive | Parts Catalog
- Automotive | Pricing
- Automotive | Point of Sale
- Automotive | Product Application
- Automotive | Keystone Interface
- Metal Supply
- Fuel Sales
- Horticulture
- Horticulture | Farm Setup
- Horticulture | Processing Payroll
- Horticulture | Managing the Farm
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Sales
- Introduction
- Customers
- Customers | Miscellaneous Customers
- Proposals
- Proposals | Processing Proposals
- Proposals | Sets and Templates
- MyProposals
- MyOrders
- Sales Orders
- Invoices
- Materials Lists
- Sales and Use Tax
- Sales and Use Tax | TaxJar
- CRM
- CRM | Auto Send
- Recurring Billing
- Credits
- Customer Payments
- Payment Card Processing
- Payment Card Processing | Gift Cards
- Payment Card Processing | Loyalty Cards
- Payment Card Processing | Verifone Gateway
- Freight and Shipping Tools
- General Ledger Transactions
- Point of Sale
- Point of Sale | Point of Sale Hardware
- Point of Sale | Xpress POS System
- Point of Sale | Advanced Tools
- Signature Capture
- Salesperson Commissions
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Inventory
- Product Catalog
- Product Catalog | Using Product Codes for No Count Items
- Product Pricing
- Product Pricing | Special Pricing
- Tracking Counts
- Unit of Measure
- Purchasing
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes
- MyInventory and Scanner
- Components (BOM) and Accessories
- Components (BOM) and Accessories | Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Inventory Locations
- Multiple Inventory Locations | Creating Locations
- Multiple Inventory Locations | Using Multiple Locations
- Multiple Inventory Locations | Product Catalog Sync
- Multi-Vendor Catalog
- Serialized Items
- Serialized Items | Purchasing or Manufacturing an Item
- Serialized Items | Selling and/or Associating an item with a customer
- Lots
- Product Attributes
- Product Attributes | Selling and Purchasing Items with Attributes
- Product Attributes | Custom Attributes
- Mobile Scanner (Legacy)
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Labor
- Getting Started
- Workers
- Taxes and Deductions
- Work Codes
- Time and Attendance
- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
- Salaried Pay
- Piecework Pay
- Direct Deposit
- 3rd Party Payroll Service
- Subcontract Workers
- Flag Pay
- Prevailing Wages
- MyDispatch
- MyTasks
- MyTime
- MyTime | Communications
- MyTime | Setup
- Tasks
- Tasks | Getting Started
- Tasks | Creating Tasks
- Tasks | Scheduling Tasks
- Tasks | Customizing Task Views
- Tasks | Managing Tasks
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Financials
- Introduction
- Fiscal Year
- Chart of Accounts
- Budget
- Financial Reporting
- Transactions and Journals
- Transactions and Journals | Journals
- Account Reconciliation
- 1099
- Departments and Profit Centers
- Fund Accounts
- Bank Accounts
- Bank Feed
- Vendors
- Vendors | Miscellaneous Vendors
- Purchase Orders
- Expense Invoices
- Vendor Payments
- AP Transactions
- Landed Cost
- Fixed Assets and Depreciation
- Fixed Assets and Depreciation | Fixed Assets
- Fixed Assets and Depreciation | Fixed Assets | Adding Assets
- Fixed Assets and Depreciation | Processing Depreciation
- Fixed Assets and Depreciation | Disposing Assets
- MyJobs
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E-commerce
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Rental
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Job Costing
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Manufacturing
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.