Foxy Points Main Module

The Foxy Points main module brings together the primary functions for Fox Linton Loyalty Points into a single location. It uses the same interface style as the back office module with simple large icons for prime functions.

As can be seen in the screenshot above there are a number of functions that can be accessed directly in the main module, with simple links to the admin and back office modules for convienience.

Import Customers

This function allows a previously saved CSV file containing customer details to be uploaded into the loyalty database. On selecting this function the user is presented with the following dialog:

To import customers the user should select the CSV file using the ... button or enter the full filename for the CSV file in the box provided. Having done so the Import and update customers button will be enabled. When this button is pressed the program will proceed to scan the selected CSV file for customer records. Existing contacts will be updated with the latest information as provided in the CSV file, new contacts will be created as necessary.

To help prevent accidental importing of the wrong CSV file the import process expects the first line of the CSV file to contain the column titles. The following fields are required:

code
company
street
town
county
postcode
email

All other fields are optional and may be ignored.

Import Invoices

This functions allows a previously saved CSV file containing invoice information to uploaded into the loyalty database. On selecting this function the user is presented with the following dialog:

To import invoices the user should select the CSV file using the ... button or enter the full filename for the CSV file in the box provided. Having done so the Import invoices button will be enabled. When this button is pressed the program will proceed to scan the selected CSV file for invoice records. The invoice information is saved in the database. Existing invoices will be updated with the latest information as provided in the CSV file, new invoices will be created as necessary.

When a new invoice is created the associated member record is checked to see if it is eligible to be awarded loyalty points. The criteria used to deterine eligilibility is as follows:

The customer record exists
The customer has been registered as a member of the Foxy Points loyalty scheme on or after the transaction date of the invoice
The customer had not expired on or before the transaction date of the invoice

If eligible the customer will be assigned points based on the current ratios set in the admin tool.

To help prevent accidental importing of the wrong CSV file the import process expects the first line of the CSV file to contain the column titles. The following fields are required:

id
date
code
company
amount

All other fields are optional and may be ignored.

Register Member

This function allows a customer to be registered as a member of the FoxyPoints loyalty scheme. On selecting this function the user will be prompted with the following:

which will allow the user to either enter the customer ID or code, or search for them via list or search box. Once selected the user will be asked to verify the operation before continuing.

Pressing the Yes button will register the customer as a member. Pressing No will cancel the operation and return to the main screen.

Member Statements

To be completed....

Log Reward

The Log Reward function is where a customer can redeem loyalty points with a reward such as a voucher. Selecting this function will display a new screen:

The user should start by either entering a member code and pressing the Verify Member button or pressing the Member No. / Code button to select the member from a list or via search. The member information including their current points total will be displayed in the information box to the right (as shown above).

Having selected a member the user then should select a reward in a similar manner by entering and verifying the reward code or selecting the reward from a list. The reward information including stock level and points value will be displayed in the infomation box to the right (as shown above).

To complete the redemption the user should enter the number of rewards to be redeemed and the press the Redeem Reward(s) button. If successful the details will be added to the daily activity shown below.

Reports

This function allows reports specific to Fox Linton to be produced. The first screen shown will allow the user to select the desired report and set any criteria such as date restrictions.

Once selected the user should press the OK button. At this point the report will be generated and displayed on the screen. Depending on the report selected and the date range selected it can take from a few seconds to a a few minutes to produce the report.

Back Office and Admin Tool

These functions launch the standard Back Office and Admin Tool modules.