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POS - Coggle Diagram
POS
Earn
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Non-Credit Customers must be able to earn points through transactions or events in-store on any tender
Allow customers to earn points and discounts based on their identified personalized offers and tender
System must allow for real time action on personalized offers.
Points to be awarded real-time for personalized offers where the criteria to receive the offers are met.
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Members only earn points (Base/bonus) on total transaction value after discounts and before taxes, before shipping charges or eco tax/eco fees
If whole order is PWP, then no points earned
If partial payment was done with PWP, then no points earned for that part of the purchase
If an order is PWP, and it qualifies for a bonus offer (Spend $100, get $20 off or $20 in pts) bonus must be given
Print point balance on receipt (Base Points Earned, Bonus Points Earned, HB Mastercard Bonus, Points Redeemed, Points Balance, Point Redemption Value)
Where a customer is identified during a transaction, and the transaction is tendered with a HB Mastercard, points must be awarded to the Loyalty account associated with the Mastercard, regardless of the original Loyalty account identified in the transaction
If an HB MC is identified, a member's point earn estimate should include this as follows = (2 X Base earn) + bonuses
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Redeem
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Systems must allow for split tender transactions, with Pay with points (PWP) as a tender
Member can only redeem (Pay with Points) in 10,000 point increments ($10)
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Where customer PII is incomplete, Redemption to be withheld until any outstanding customer PII is completed.
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POS: ability to pay with points (PWP) at checkout (after customer initiation), if balance is at least 10,000 (any multiple of 10,000)
Customer PIN will not be utilized for required for redemption.
This will apply to any selling transaction where customer does PWP
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Customers will not be allowed to purchase gift cards with points. (PWP)
i.e. Redemption of points to a Gift card will be disallowed at POS
Identifying the Customer
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Lookup criteria for customer identification will be via
Phone number, Loyalty ID, Email address , HB MC card details
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Customer must be able to be identified by either presenting/scanning their present (original) Loyalty (Plastic) card
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On unsuccessful customer lookup, customer enrollment will be initiated
Once customer has been identified, provide high-level customer info for the Associate such as Points available to redeem, loyalty tier, Associate status(if applicable)
Return
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If an item is returned. and was identified by Returns Control as valid, but an associate / store manager overrides the item price to be refunded, Loyalty host should claw back points for the item based on the original price paid. (original item selling price will be sent in Loyalty return call to Loyalty service to faclilitate this)
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OFFLINE TO EE
Returns where original transaction was partially tendered with Points (PWP) will not be allowed at POS
For Return, the points should be reversed back for any return/exchange transaction
API
Customer Enrollment must be directed to the Loyalty solution via API between source application and Eagle Eye. Customer account setup must be completed via this API.
On enrollment, Rewards account number must be issued
Basket level details must be passed to EE via API that will include scoring estimates, and applicable personalized, targeted and mass offers that apply to the particular customer and basket.
This API interaction will be prior to tendering, once all items have been added to the basket
When additional items are added to the basket AFTER the initial adjudication, the entire basket will need to be re-sent to EE via API for re-adjudication. The non-adjusted pricing (prior to any personalized or targeted offers) must be sent to EE in this step.
EE will again respond with scoring and applicable targeted offer adjustments.
On completion of tendering of the transaction, the basket must again be sent to EE via API, including tender detail for completion of the adjusdication, and for appropriate posing of the transaction, including points, to the customer's account.
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Offers
System must be able to support all offer types as detailed for MVP.
This will include creation of the offers and awarding of the appropriate rewards (in the form of Points or discounts) as defined by the individual offer.
Points Promotions targeted to a specific customer must have the option to be One time Use (OTU) / Use & Burn.
Once the OTU promotion has been utilized in a transaction, that must be communicated back to EE so that the reward can be marked as already used.
Customer will not be able to choose which personalized or targeted offer to use within their transaction.
Choice to utilize their targeted reward in a given transaction, or hold it to use in a future transaction of their choosing will NOT be supported."
Enroll
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When a new customer is enrolled, allow scan of new Rewards card and use that account number as the Loyalty member number in the new program.
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