For Cin7 Omni merchants
(Formerly known as Cin7 POS)
Whenever a customer makes a purchase, their order syncs automatically with your Marsello account. If "Earn Points for Making a Purchase" is enabled, they’ll earn points for their order.
🤖 By default, customers will:
> Earn loyalty points if their order's payment status is: Approved
> Remove their loyalty points if their order's payment status is: NAME
Choose when customers earn points for making a purchase
1. In your Marsello admin, go to Settings > Loyalty > Points program
🤖 By default: Customers' loyalty points are earned when their order's payment status is updated to: Approved
2. Under Cin7 Omni > Order Rewarding, click Reward Points when Payment Status is one of:
3. From the drop-down, click to add or remove your preferred Payment Status options
📝 Note: You can update this to suit your business. Your customers will only be rewarded loyalty points for their purchases once.
4. Click Save
How to check the order's payment status in Cin7 Omni
1. In your Cin7 Omni Admin, go to Sales > Sales Orders
2. Search for the order by Customer Name or Reference Number
3. On the order line item, click the reference number to open the order details
4. In the Edit Sales Order screen, scroll to the Branch block. You can see the order's Payment Status to compare with your Marsello loyalty order rewarding settings for earned or removed points.
Your customers' experience
When a customer makes a purchase, their order details and payment status sync automatically with your Marsello account.
Earn Points
If the payment status matches your Marsello Order Rewarding settings, the customer earns points automatically. If the Earned Points Email notification is enabled, they’ll also receive an email with their earned points.
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