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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Create staff rewards
Supply chain | Supply Chain Management, Commerce
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Create staff rewards

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Posted on by LauP

Hi there, 

I have a client with specific requirements regarding their staff "discounts". They provide their staff a certain value that they can use in-store each month, for example $50. This amount needs to be able to be reset to $50 at the start of each month as it does not accumulate. It should also be able to be topped up as some staff are rewarded with extra amounts for participating in company events. 

Are there any ways that this can be configured and managed?

Thanks!

I have the same question (0)
  • Oksana Kovaliova Profile Picture
    Oksana Kovaliova 3,597 on at

    Hi Lauren,

    1) You can use gift cards: assign gift cards to staff (create staff as customers) and have extension in F&O to fulfill cards every month (or do this manually) + extra logic for extra amounts.

    2) You can use loyalty cards: assign loyalty cards to staff (create staff as customers), add initial balance there, set expiration dates to points = 1 month. And later you can manually add more loyalty points/create code extension to do this automatically

    Loyalty points are converted to money equivalent by the rules you define

  • LauP Profile Picture
    LauP on at

    Hi Oksana,

    Thank you for your response!

    For the gift card option, is there an out of the box way to assign the gift card to the staff member?

    For the loyalty card option, there is also a normal customer loyalty program that is running. When I want to issue a new loyalty card at POS, it automatically adds the customer to both programs (staff and customer programs). Is there an out of the box way that I can then indicate which loyalty program a card is issued to at POS? Also, is there a way to add points to all cards part of the staff program at the same time?

  • Oksana Kovaliova Profile Picture
    Oksana Kovaliova 3,597 on at

    Hi Lauren,

    For gift cards it is more manual management, because POS does not require customer ID when using/issuing gift card.

    The way to see to which customer gift card belongs to - is to check gift card history 'Invoice account' field - for 'issue' operation customer ID will be there.

    In POS: if you have 2 programs assigned to 1 loyalty card, both of them will be used when you scan the card. If you use 2 loyalty cards - you can split programs to these cards, so programs will vary depending on what you scan in POS.

    I do not see standard function to update all loyalty cards at once, but it is possible via Extension (on F&O side, not POS)

  • LauP Profile Picture
    LauP on at

    Hi Oksana,

    Thank you for your assistance!

    Please may you just elaborate on how I can split the loyalty program by using two sets of loyalty cards.

  • Oksana Kovaliova Profile Picture
    Oksana Kovaliova 3,597 on at

    Hi Lauren,

    If you have 2 loyalty programs and 2 cards - you can assign one card to loyalty program 1 and the 2nd one - to another loyalty program...

  • LauP Profile Picture
    LauP on at

    I would like to do this from POS. When the cashier scans the loyalty card, it should either allow the user to specify which loyalty program the card should be linked to or know from the card number range, which program it should be automatically assigned to.

    Thank you.

  • Oksana Kovaliova Profile Picture
    Oksana Kovaliova 3,597 on at

    This sounds like an POS development extension, not a standard, unfortunately

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