Customers, promos & points

Sign customers up as members, attach them to orders, give promos and let them pay with points. All from the till; the setup lives in the admin.

TabletWeb admin
16 steps · ~8 minExample: a cafe, takeaway order
Part 1

Members at the till

  1. Tap Member in the top bar.Any time: before or after you add items.

    Till top bar, Member button highlighted
  2. Type the guest's name or phone number. Not registered yet? Tap Quick register →.The Create new member button below does the same.

    Add Member to Order window with no results, Quick register link highlighted
  3. Fill in Name and WhatsApp number, then tap Save member.The new member is attached to this order straight away.

    New member form, Save member button highlighted
  4. Already a member? Tap Member, type a name or phone number, then tap their name.Each row shows the member's points.

    Member search results, Andre Wijaya's row with his points highlighted
  5. Picked the wrong one? Tap Detach on the member card in the Order column.

    Andre Wijaya's member card in the Order column, Detach button highlighted

Tip: Points are added automatically. Every order paid with a member attached earns that member points. The owner sets the points rule in the admin, under Settings.

Part 2

Use a promo at the till

  1. Once the items are in, tap Promo & discount under the Order column.

    Promo & discount button under the Order column highlighted
  2. Tap the promo that applies.Have a coupon code? Type it in the Enter code box, then tap Apply.

    Active promos list, the Member Aktif 25% promo highlighted
  3. Check the amount on the Discount line before you charge.

    Order totals, the Discount · Member Aktif 25% line highlighted

Note: Promos marked MEMBER need a member. Attach the member first, otherwise the promo shows Not applicable.

Part 3

Pay with points

  1. Tap Pay tab, then choose Points.Points only appears when the member has enough points for the whole bill.

    Payment methods list, Points highlighted
  2. Tap Redeem … points.The number is how many points this bill uses.

    Pay with loyalty points panel, Redeem 235 points button highlighted
Part 4

In the admin: customers & promos

  1. In the admin, open Customers and search by name or phone number. The Loyalty column shows each member's points.Members registered at the till show up here. You can also add customers under Add customer.

    Customer list, Andre Wijaya's points in the Loyalty column highlighted
  2. Open Promotions, then click + Create promo.Promotions is in the Catalog & Pricing menu.

    Promotions page, Create promo button highlighted
  3. Choose a promo type, for example % off.Each card has an example. Buy X Get Y and Bundle price pick their products from your menu.

    Promo type choices, % off highlighted
  4. Enter the discount, then the Promo name. The cashier sees this name in the promo list and in the cart.For Buy X Get Y and Bundle price the name fills itself in from the rule (for example “Beli 1 Gratis 1”); change it if you like. The worked example shows what comes off.

    % off form, Promo name field highlighted
  5. Under When it runs, leave Always, or click Pick dates and fill in From and Until.Want a promo that needs a code? Tick Only with a coupon code below it. On the F&B tablet the cashier must type the code. On the phone and the retail till this promo can still be picked without it.

    When it runs section, Pick dates highlighted
  6. Click Create promo. The promo then shows up under Promo & discount at the till.

    Create promo button at the bottom of the form highlighted

Tip: The cashier picks a promo in the cart; it never applies by itself, and one sale uses one promo. Want to change it later? Click Edit on that promo's row.

Done.

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