For Cin7 Omni merchants
(Formerly known as Cin7 POS)
Each time a customer completes a purchase, their order is automatically synchronized with your Marsello account. If you have enabled the "Earn Points for Making a Purchase" option, customers will also accumulate points for their purchases.
Should a customer decide to cancel or return their order, Marsello can automatically deduct the points they initially earned for that purchase. Within your Loyalty settings, you have the flexibility to specify when loyalty points are awarded or deducted based on the payment status of the 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 purchase once.
4. Click Save
Choose when customers' loyalty points are removed
1. In your Marsello admin, go to Settings > Loyalty > Points program
🤖 By default: Customers' loyalty points are removed, when their ticket's payment status is updated to: NAME
2. Under Cin7 Omni > Order Rewarding, view Cancel Points when Payment Status is one of:
3. Optional: You can update your setting:
You can remove NAME, and this will mean all points earned for the order will remain on the customer's account
ORYou can leave the settings as is, and customers' points will be removed if their order's payment status is updated to NAME
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 the customer makes a purchase, their order details and payment status are automatically synced into your Marsello account.
Earn Points
If the order's payment status matches your Marsello Order Rewarding settings, the customer will automatically earn points for their order.
If you have the Earned Points Email notification turned on, the customer will also receive an email notifying them of how many points they earned for their purchase.
Removed points
When the customer returns their order or the sale is canceled, their order and the order's updated payment status are automatically synced to your Marsello account. If the order's new payment status matches your Marsello Order Rewarding settings, the customer's loyalty points will automatically be removed from their loyalty profile.
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