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Go to: Main menu > Clients module > Clients menu > Client Details > select a client > Reports tab > Client Loyalty Report.
This report displays all loyalty schemes in which the selected client is participating.
The following details will be displayed for each stock item:
The column... |
Is the... |
Code |
Stock code. |
Description |
Stock description. |
Target Threshold |
Number of items that the client needs to purchase before they are entitled to free stock. |
Qty Free Offered |
Number of free items the client is entitled to. |
Free Items Last Taken |
Date the client was last given free stock. |
Qty Purchased Since Last Taken |
Number of items that the client has purchased since they last received free stock. |
Qty Remaining Until Free Items |
Number of items that the client needs to purchase before they are entitled to free stock. |
Go to: Stock menu > Stock Details > select stock item > Reports tab > Loyalty Report.
This report displays all clients who are participating in the loyalty scheme for the selected stock item. That is, if you offer a loyalty scheme to a specific client marker, only those clients with that marker will be included in the loyalty scheme report.
You can filter this report by client marker and select to export the report to Excel.
The following details will be displayed for each stock item on the printed report:
The column... |
Is the... |
Client Code |
Client code. |
Name |
Client name. |
Free Items Last Taken |
Date the client was last given free stock. |
Qty Sold Since Last Taken |
Number of items that the client has purchased since they last received free stock. |
Qty Remaining Until Free Items
|
Number of items that the client needs to purchase before they are entitled to free stock. |
The following details will be displayed in the Excel report in addition to the above items:
See Also |