- EBMS Knowledge Base
- Sales
- Payment Card Processing | Loyalty Cards
-
Client Resources
-
EBMS Main Documentation
- Introduction
- Getting Started
- Getting Started | Initial Installation
- Getting Started | Company Setup
- Quick User Guide | Financial Staff | Accountant
- Quick User Guide | Financial Staff | Accountant | Accountants Journal
- Quick User Guide | Sales Staff
- Quick User Guide | General Staff
- Features
- Reports
- Reports | Excel Add-In
- Reports | Excel Add-In | Troubleshooting
- 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
-
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
-
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)
-
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
-
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
-
E-commerce
-
Rental
-
Job Costing
-
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.
-
The payment card processing module must be added to EBMS – Review the Payment Card Overview section for more details.
-
An account must be set up with a compatible Loyalty card merchant processor – The following loyalty card processors integrate with EBMS software:
-
GiveX – web.givex.com/products/loyalty (Verifone Point only)
-
ValueLink – www.FirstData.com/giftcards (Verifone PAYware Connect only)
-
-
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.
-
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.