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How to add loyalty points in flovix

Updated Feb 02, 2026 16 views

Use this section to set up and manage loyalty points in Flovix. Define earning rules and redemption values to reward customers and encourage repeat purchases.

 

Click Marketing

 

Click Loyalty Points

 

Click Add New

This guide explains how to configure loyalty points and apply them on a POS invoice during payment.

Overview

Loyalty Points allow you to reward customers based on their spending and let them redeem points as a discount during checkout in the POS payment screen.

Each loyalty rule is applied automatically based on customer tags, spending, and defined conditions.

Creating a Loyalty Points Rule

Go to Loyalty → Add Loyalty Points and configure the following fields:

1. Name

Purpose: Internal identification of the loyalty rule
Example: Premium Customers

Use a clear name so staff can easily recognize the rule.

2. Customer Tags

Purpose: Restricts loyalty points to specific customers
Example: one

Only customers with this tag will earn and use points under this rule.

3. Bank Account

Purpose: Accounting entry for redeemed points
Behavior:

When points are redeemed, the amount is posted as an expense to this account.

Ensures financial tracking of loyalty redemptions.

4. Priority

Purpose: Rule execution order
Example: 10

If multiple loyalty rules match a customer, the system applies the rule with higher priority.

5. Minimum Total Spent

Purpose: Eligibility threshold
Example: 50 SAR

Customers must spend at least this amount on an invoice to earn loyalty points.

6. Collection Factor

Purpose: How points are earned
Example: 30 SAR = 1 Point

Meaning:

For every 30 SAR spent, the customer earns 1 loyalty point.

7. Points Rate

Purpose: Redemption value
Example: 15 Points = 1 SAR

Meaning:

15 points equal 1 SAR discount during payment.

8. Minimum Points for Usage

Purpose: Controls redemption eligibility
Example: 100 Points

Customers must have at least 100 points before they can use points on an invoice.

9. Points Available After

Purpose: Delay before points can be used
Example: 120 Minutes

Points will become usable after the defined time, not immediately after purchase.

10. Expiry After

Purpose: Point validity
Example: 50 Days

Unused points will expire automatically after the defined period.

Saving the Rule

Click Save to activate the loyalty configuration.

Once saved, the system automatically tracks earning and redemption based on these rules.

Using Loyalty Points in POS

Step 1: Create POS Invoice

Open the POS screen

Select a customer (with the correct tag)

Add products to the invoice

Step 2: Go to Payment Screen

Click Checkout / Payment

If the customer:

Meets the minimum spent

Has sufficient points

Points are available and not expired

👉 The Loyalty Points option appears automatically

Step 3: Apply Loyalty Points

Choose Apply Loyalty Points

System calculates the discount based on:

Available points

Points Rate

Applied amount is deducted from the invoice total

Step 4: Complete Payment

Remaining balance can be paid using cash, card, or other payment methods

Redeemed points are deducted from the customer’s balance

Important Notes (Tell-it-like-it-is)

Loyalty points are not cash; they are treated as a discount expense

Points will not appear if customer tags or conditions don’t match

Expired points are irrecoverable

Priority matters when multiple loyalty rules exist

Best Practices

Use customer tags to avoid accidental point misuse

Keep expiry periods realistic to encourage repeat visits

Avoid very low redemption rates; customers lose interest fast

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