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How do I redeem customer rewards during an in-store sale using Heartland Retail POS?

Redeem customer rewards from the sales screen to apply loyalty rewards or email discounts and finish the sale with the updated total.

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How do I redeem customer rewards?

You can redeem available loyalty rewards and email discounts easily from the sales screen.

1. Add the customer's products that they want to buy to the sale, then click Add customer


2. Add your customer to the sale by searching for them by name or email address

3. Click the Customer's ID to add them to the current sale

Sales screen showing how to redeem loyalty rewards and email discounts: add products to the sale, click 'Add customer,' search for the customer by name or email, then click the customer's ID to add them to the sale.

4. Click the Show Rewards button at the bottom of the sales screen

Sales screen with the 'Show Rewards' button located at the bottom, ready to be clicked.

This will open the customer's loyalty profile, here you can view the loyalty reward(s) or email discount(s) they have available.

πŸ“ Note: To open the loyalty profile and access the Check Rewards button, the customer profile must contain a valid email address. Marsello uses the email address as a unique identifier for this purpose.

5. Click Redeem next to the discount title to add it to the sale.

Click the 'Redeem' button next to the discount title to apply the discount.

6. The discount will then automatically be added to the sale.

Confirmation that the discount has been automatically added to the sale.

When a customer redeems a discount as part of their order:

  • If they used a loyalty reward: the reward's loyalty points cost will be deducted from their points balance, and the discount will be applied to the sale.

OR

  • If they used an email discount: the discount code will be removed from their account to prevent further use.

7. Complete the sale. Upon completing the sale, customers will earn loyalty points based on their new order total, excluding the discount amount.


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