The Loyalty Program in Irsaal Milk Shop Software rewards customers who pay: they earn points on the payments you receive and spend those points against what they owe you. The administrator switches it on under Admin → Settings → Loyalty Program; then Management → Loyalty Program shows the members and their points. It is an add-on to the plan ("Customer loyalty program", part of Business) and it starts off, so nothing is awarded until you tick Enable Loyalty Program. On a plan without the add-on the setting shows Not on your plan and Upgrade your plan to switch it on, and your choice is remembered for when you upgrade.
How do customers earn and spend points?
- Earning. Points are awarded on every payment credited to a customer's ledger: a payment you record with Receive Payment on the customer's ledger, or a payment a rider collected, which counts once you approve the round in Rider Ledger (Rider Ledger in Irsaal milk software: approve a rider's round). The rate is set by Points earned (For every an amount paid, so many points): the ready value is 1 point for every 100 rupees paid. If a payment is corrected the points are worked out again; if it is deleted the points are taken back.
- Spending (redeeming). Points take money off what the customer owes. One point is worth an amount (the ready value is 1 rupee): redeeming 50 points takes 50 rupees off the balance straight away, as a credit on the customer's ledger described "Loyalty points redeemed (N points)". The oldest points are always spent first.
- Rules. Points needed before redeeming is a minimum balance (0 lets a customer spend whatever they have). Points expire after (days) is how long a point lasts (the ready value is 365; 0 means never).
How do I switch it on and set the rules?
- Open Admin → Settings and the Loyalty Program tab ("Customers earn points on every payment you receive — and spend them against what they owe.").
- Tick Enable Loyalty Program ("Adds Loyalty Program to the menu, starts awarding points on payments and lets you redeem them against a customer's balance.").
- Set Points earned (For every amount and the points it earns; the page shows an example such as "1 point for every Rs 100 paid"), One point is worth, Points needed before redeeming and Points expire after (days).
- Under Rider App choose Show customers' points to riders (on by default: each customer in the Irsaal Rider app shows their points and what they are worth) and Let riders redeem points at the door (off by default: "The points come off the customer's balance straight away and are recorded against the rider. Leave it off if only the office should spend points."). These apply only once the shop's plan has the rider app.
- Press Save Settings.
On this screen: Loyalty Program
Open Management → Loyalty Program. The page shows a Program Rules line (for example "points last 365 days") and cards Members, Points outstanding (with what they are worth), Points earned, Points redeemed and Points expired. Search by Name, phone or area and tick Include customers with no points yet, then Apply or Reset. The table lists Customer, Phone, Points, Worth, Earned, Redeemed, Next expiry, Last activity and an Action. With no members it says "No customer has earned points yet. Points are earned automatically on every payment received." If the programme is off, opening the page sends the administrator to Settings: "The loyalty program is switched off. Switch it on here first."
Press a customer to open their Loyalty Points page: Points (with what they are worth), Earned to date, Next to expire, Balance, and the history table (Date, Movement, Amount, Unspent, Expires, By). It also has a link back to the Customer Ledger. The page has two forms:
- Redeem points: "Takes N off the balance for every point." Enter the points and an optional Note, then press Redeem. It needs the Redeem Points Against a Balance button permission on Loyalty Program. The message is "N points redeemed — Rs N taken off :name's balance." You cannot redeem below the minimum ("A customer needs N points before any can be spent.").
- Grant or remove points: "A goodwill gesture, or a correction. Use a minus sign to remove points. The reason is kept on the record." Enter the points (negative removes), a Reason, and press Save. It needs the Grant / Remove Points by Hand button permission. The message is "N points added." or "N points removed."
Frequently asked questions
How do I set up a loyalty programme in Irsaal milk software?
Admin → Settings → Loyalty Program: tick Enable Loyalty Program, set how many points a payment earns and what a point is worth, and press Save Settings. It needs the loyalty add-on on the plan.
Do customers earn points on the milk they are billed, or only on payments?
Only on payments. Points are earned when money is credited to the customer's ledger, so a customer who is billed but does not pay earns nothing.
Can a rider redeem points at the door?
Yes, if Let riders redeem points at the door is ticked (off by default) and the shop's plan has the loyalty add-on and the rider app. The rider redeems in the Irsaal Rider app from the customer's card (Redeem points). The points come off the balance immediately and are recorded against the rider. See Can a rider add a customer in the Irsaal milk app? Riders and permissions.
How do I give a customer bonus points or fix a mistake?
Open the customer on Management → Loyalty Program and use Grant or remove points. Type a minus sign to remove points and give a Reason; it is kept on the record.
Do points expire?
By default after 365 days. Points expire after (days) sets it; 0 means never. The oldest points are spent first, and the customer's page shows Next to expire.
Why is Loyalty Program missing from my menu?
Either Enable Loyalty Program is not ticked, the shop's plan does not include the add-on (it shows a padlock), or the role does not have View on Loyalty Program. It is off by default for a role that was made before the programme existed.
Khulasa (Roman Urdu)
"Loyalty Program" mein customer ki har payment par points milte hain (shuru mein 100 rupay par 1 point) aur woh points customer ke baqaye mein se kat sakte hain (1 point = 1 rupay, jo "One point is worth" se badalta hai). "Admin → Settings → Loyalty Program" mein "Enable Loyalty Program" tick karein; ye plan ke add-on ke sath hi chalta hai aur pehle se band hota hai. "Points expire after (days)" se points ki muddat tay hoti hai (pehle 365 din, 0 matlab kabhi nahi). "Management → Loyalty Program" mein members aur points nazar aate hain; wahan se "Redeem points" ya "Grant or remove points" hota hai. Rider ko points dikhana ya door par redeem karne dena "Rider App" ke do switch se tay hota hai.