How To Configure Loyalty

The purpose of this guide is to provide a foundational understanding of how to configure Loyalty in the Enactor Estate Manager and POS. This guide covers defining and configuring a new Loyalty Scheme, creating new customers, customer loyalty accounts, and issuing loyalty cards. It also demonstrates how to carry out loyalty-based transactions - capturing and redeeming points - based on the configured Loyalty Scheme.

---

Overview

This guide covers the configuration for the following:

• Loyalty Schemes Configuration - Setting up loyalty tiers and the rules associated with them for loyalty-based transactions.

• Role Configuration - Enabling privileges and configuring the Sale and Tender menus to run Loyalty-based functions in the POS.

• Customer Loyalty Configuration - Setting up an IIN range, customer accounts, customer loyalty accounts, and loyalty cards to carry out loyalty-based transactions based on the Loyalty Scheme configuration.

• Capturing of Loyalty Points - Using a loyalty customer to earn points from a basic sales transaction.

• Redeeming of Loyalty Points - Using the available points of a loyalty customer as a tender option.

---

Prerequisites

Resources

Before starting, the following resources should be in place:

• Enactor Estate Manager
• Enactor POS (configured and connected to the Estate Manager)
• Standard Configuration (Base Configuration and appropriate regional config pack)
• Regionally appropriate data including Products, Tenders, and Discount Reasons

Prior Training/Experience

You should be familiar with the following:

• Estate Manager configuration
• Enactor configuration concepts: Products, Tenders, User Roles, Menu Maintenance
• Data broadcasting
• Standard POS Sales processes

---

Configuration

The Loyalty Scheme Configuration function provides the option to create Loyalty Schemes that allow users to define different Loyalty Tiers and the rules associated with them when carrying out loyalty-based transactions. Examples of rules configured in the Loyalty Scheme include: the rate at which loyalty customers earn loyalty points, the rate at which points are redeemed, the promotion strategy used for calculation of loyalty, and the number of points or total value spent required for a customer to advance to the next Tier.

Loyalty Schemes are associated with individual customer loyalty accounts and the POS terminal. A diverse number of Loyalty Schemes may be defined based on requirements.

Create a new Loyalty Scheme

Navigate to Loyalty Scheme using Search or the menu path:

Main Menu > Configuration > Financial > Loyalty Scheme

The Loyalty Scheme Maintenance list shows all configured Loyalty Schemes. Select Create a new Loyalty Scheme to add a new one.

Select Create a new Loyalty Scheme. Enter a unique Scheme ID for the new Loyalty Scheme. The ID can be alphanumeric and contain a maximum of 20 characters, and will be used to uniquely identify this Loyalty Scheme.

Enter a unique Scheme ID and click Create.

Select Create.

Loyalty Scheme - General Tab

The General tab is the most important tab in configuring the Loyalty Scheme, where the Name, Tier Promotion Strategy, and Loyalty Tiers are defined.

Set the Name and Tier Promotion Strategy on the General tab, then add Loyalty Tiers to the scheme.

Set the appropriate values on the General tab as follows:

Configuration	Description
Name	Enter a user-friendly, meaningful name by which users will be able to identify and select the Loyalty Scheme in other locations of the Estate Manager. The use of a systematic and business-specific naming convention is recommended. Maximum 30 alphanumeric characters.
Tier Promotion Strategy	Select an applicable Tier Promotion Strategy from the dropdown list of four available options as follows: Manual - The Loyalty Customer's Tier Status must be managed manually in the Web Maintenance UI. Points Balance - Tier Promotion is managed automatically in Transaction Processing based on the Scheme Tier configuration data. Note that when a Transaction triggers promotion, the new Tier does not apply until that Transaction has been processed. Annual Spend - Tier Promotion is managed based on a different assumption about the threshold values and accumulated Annual Spend. Custom - With this option selected, all other options are ignored in deference to a Custom-built mechanism implemented by or for the Enactor Customer using the Enactor Retail Toolset, which checks for and is enabled by the Custom Tier Promotion Strategy.
Calculate In Tier Currency	Select the checkbox to consider all calculations of this Loyalty Scheme to be done using the Currency that is defined in the Loyalty Tiers.
Loyalty Tiers	Discussed in detail below.

To add Loyalty Tiers for this Loyalty Scheme, enter a suitable Tier Code and select Add.

Enter a Tier Code and click Add to create a new Loyalty Tier for this scheme. You will be navigated to the Loyalty Tier configuration screen.

This will navigate the user to the Loyalty Scheme Maintenance screen for the new Loyalty Tier that was just added.

Loyalty Scheme - Loyalty Tier - General Sub-tab

On the General sub-tab, enter a name for this Loyalty Tier. Optionally, a Default Customer Price Group can be selected if required.

Configure the different values for the Loyalty Tier in each column as shown below:

Enter the currency and points configuration values for this Loyalty Tier. Values must be added for each column shown.

The following table details the properties of a Loyalty Tier item:

Configuration	Description
Currency ID	Select from a dropdown list of configured Currencies. This identifies the association with a specific Currency.
Points Rate	Specify the number of basic units of the applicable currency (e.g. if Pounds Sterling, then pence) required to accrue one Point to the Customer Loyalty Account. (e.g. 100 yields one Point per Pound; 50 yields two Points per Pound.)
Points Reward	Specify the number of Loyalty Points accrued to the Customer Account per Transaction.
Redeem Points Rate	Specify the number of Loyalty Points to redeem to contribute one basic unit of the applicable currency (e.g. one Penny).
Points Threshold	Specify the number of Points accumulated in total required for Promotion to the next Tier.
Points Alert Threshold	Specify the number of Points accumulated in total at which the Customer may be alerted of imminent Promotion to the next Tier.
Spend Threshold	Specify the amount of total Spend accumulated by the Customer required for Promotion to the next Tier.
Spend Alert Threshold	Specify the amount of total Spend accumulated by the Customer at which the Customer may be alerted of imminent Promotion to the next Tier.

The values will be added as follows for the below example:

• 100 for Points Rate - sets this Bronze Tier to award 1 loyalty point for each 100 pence spent.
• 1 for Redeem Points Rate - sets this Bronze Tier to be able to redeem points at a rate where 1 loyalty point is equal to 1 penny.

Enter the appropriate values to the new Loyalty Tier and select Add.

Enter the Points Rate and Redeem Points Rate values and click Add to save the tier row.

Select Save.

The new Bronze Tier has been successfully added to the Loyalty Scheme as shown below:

The Bronze Tier appears in the Loyalty Tiers table on the Loyalty Scheme General tab.

More Tiers can be added to the Loyalty Scheme using the same method, and will display as multiple tiers as shown below:

Multiple tiers can be added to a single Loyalty Scheme. Note that Points Threshold, Points Rate, and Redeem Points Rate values should differ between tiers to provide increasing benefits at higher tiers.

note

The values of the Points Threshold column should be different for each Tier, as it is necessary for the customer to have accumulated the required number of points to qualify for promotion to the next Tier. The Points Rate and Redeem Points Rate may also differ - for example, customers in a higher loyalty Tier may receive more favourable rates.

Select Save to successfully save the new Loyalty Scheme.

Broadcast the Loyalty Scheme entity to the applicable device(s) to use this new Loyalty Scheme.

This completes the Create a new Loyalty Scheme configuration.

---

Configure Loyalty Scheme in the POS Terminal

Loyalty-based configurations can be made in the POS Terminal to increase the efficiency of using Loyalty-based functions in the POS. These configurations are added to the POS Terminal in the POS Terminal Maintenance application.

Navigate to POS Terminals using Search or the menu path:

Main Menu > Configuration > Organisation > POS Terminals

In the POS Terminal Maintenance page, select the Edit icon of the desired POS Terminal.

POS Terminals - Loyalty Tab

Configure the Loyalty tab on the POS Terminal to set the default loyalty scheme and control when loyalty prompts are presented to the operator.

Set the appropriate values on the Loyalty tab as follows:

Configuration	Description
Default Loyalty Scheme	Select the desired Loyalty Scheme from the dropdown list of defined Loyalty Schemes.
Default Loyalty Tier Code	Select the desired Loyalty Tier Code from the dropdown list of defined Loyalty Tier Codes. These are defined in Loyalty Scheme Maintenance.
Prompt for Loyalty at Start of Transaction	Select checkbox to prompt the operator to enter loyalty information at the start of a transaction for loyalty capture on this POS Terminal.
Prompt for Loyalty at Total Pressed	Select checkbox to prompt the operator to enter loyalty information at the Total Pressed stage of a transaction for loyalty capture on this POS Terminal.
Offer Loyalty Card	Select checkbox to indicate that a Loyalty Card should be offered at the Total Pressed stage of a Transaction, if there is no Loyalty Customer captured.

Select Save.

Broadcast the POS Terminal entity to the desired device(s) to use the above Loyalty functions on POS.

This completes the Configure Loyalty Scheme in the POS Terminal configuration.

---

Role Configuration

For users of Loyalty functions, specific Loyalty-based privileges and menu configurations must be set up to allow access to Loyalty functions in the POS. This section lists the privileges and menu functions that are specific to Loyalty.

Privileges Configuration

Navigate to User Roles using Search or the menu path:

Main Menu > Configuration > HR > User Roles

In the User Role Maintenance, select the Edit icon of the desired User Role to enable the privilege for.

Navigate to the Authorised Functions tab of the selected User Role and apply the following filters:

• Application Package: Enactor POS
• Function ID: Contains, loyalty

Filter the Authorised Functions tab by Enactor POS and 'loyalty' to display all loyalty-related privileges. Enable the required functions by ticking the checkboxes.

The following privileges are required to access Loyalty-based functions:

Package	Process	Function ID	Function Name
Enactor POS	Add Loyalty Points	enactor.pos.AddLoyaltyPointsAllowed	Add Loyalty Points Allowed
Enactor POS	Add Loyalty Points	enactor.pos.AuthorisesAddLoyaltyPoints	Authorises Add Loyalty Points
Enactor POS	Claim Customer Loyalty Points	enactor.pos.ClaimLoyaltyPointsAllowed	Claim Loyalty Points Allowed
Enactor POS	Claim Customer Loyalty Points	enactor.pos.AuthoriseClaimLoyaltyPoints	Authorise Claim Loyalty Points
Enactor POS	Display Loyalty Account	enactor.pos.AllowLoyaltyDetailsPrint	Allow loyalty details print
Enactor POS	Do Capture Loyalty Account	enactor.pos.VoucherRedeemInCaptureLoyaltyAllowed	Redeem Customer Voucher in Capture Loyalty Allowed
Enactor POS	Issue New Loyalty Card	enactor.pos.LoyaltyGenerateCardNumberAllowed	Loyalty Generate Card Number Allowed
Enactor POS	Issue New Loyalty Card	enactor.pos.LoyaltyIssueNewCardAllowed	Issue New Loyalty Card Allowed
Enactor POS	Issue New Loyalty Card	enactor.pos.AuthorisesLoyaltyIssueNewCard	Authorises Issue New Loyalty Card
Enactor POS	Loyalty Account Tender	enactor.pos.LoyaltyAccountTenderAllowed	Loyalty Account Tender Allowed
Enactor POS	Loyalty Account Tender	enactor.pos.AuthorisesLoyaltyAccountTender	Authorises Loyalty Account Tender

Ensure that the selected User Role has the required privileges enabled by ticking the necessary functions.

Select Save.

This completes the Privileges configuration.

---

Menu Configuration

To run Loyalty-based functions in the POS, the menu must be configured with the functions required by the user.

Navigate to Menu Maintenance using Search or the menu path:

Main Menu > Configuration > System > Menus

Select the appropriate menu (e.g. Sales Menu) that the Loyalty-based functions are to be added to.

Loyalty Basic Menu Functions

The basic functions of Loyalty can be configured in the existing Sales menu by adding a new folder named Loyalty and configuring the menu functions as required under this folder.

The following is an example of a configured Sales Menu containing all the basic Loyalty functions:

Example Sales Menu with a Loyalty folder containing the basic loyalty functions.

The following is an example of the Customer Loyalty Account Enquiry event configuration:

Example configuration of the Customer Loyalty Account Enquiry menu event.

The following table details the Loyalty-based menu events that can be configured:

Event Name	Description	Privileges
Capture Loyalty	Allows the user to capture the customer as a Loyalty customer in the current transaction.	No privileges required.
Customer Loyalty Account Enquiry	Allows the user to enquire the details of an existing customer Loyalty account.	enactor.pos.CustomerLoyaltyEnquiryAllowed
New Loyalty Account	Allows the user to create a new Customer Loyalty account using the POS.	enactor.pos.LoyaltyIssueNewCardAllowed
Add Loyalty Points	Allows the user to manually add Loyalty Points for the current transaction using the POS, using configured Add Loyalty Points reasons.	enactor.pos.AddLoyaltyPointsAllowed

This completes the Loyalty Basic Menu Functions configuration.

Loyalty Tender Menu Functions

Redemption of Loyalty points can be done as a Tender option in the POS by configuring the Tender menu. Before making configurations in the menu itself, a Tender for this purpose must be configured. Configuring Tenders is covered in a separate How-to guide. Once a Tender is configured, navigate to the Menu Maintenance application and select the Tender menu that you wish to add the Loyalty tender option to.

The following is an example of a configured Tender Menu containing a Customer Loyalty option:

Example Tender Menu with a Loyalty Account button added for loyalty point redemption.

The following is an example of the Loyalty Account tender event configuration:

Example configuration of the Loyalty Account tender menu event.

Once the Loyalty Tender has been configured in Tender Maintenance, the Loyalty Account Tender button must be configured to use that Loyalty Tender. To do this, click on the Data tab of the Loyalty Account Tender button and select the Loyalty Tender from the dropdown that was configured in Tender Maintenance, then click Add:

On the Data tab of the Loyalty Account Tender button, select the Loyalty Tender from the dropdown and click Add to link the tender to this menu button.

This will allow the user to select the option of using loyalty points to redeem as a tender option in the Tender menu.

note

Ensure that the enactor.pos.LoyaltyAccountTenderAllowed privilege has been assigned to the user to allow Loyalty Account Tender.

This completes the Menu Configuration.

---

Customer Loyalty Configuration

To use the configured Loyalty Scheme, a customer, a customer loyalty account, and a customer loyalty card must be created. Before creating a customer loyalty card, the IIN range for the customer loyalty card must be configured to ensure that the card is identified as a loyalty card associated with the loyalty scheme.

Create a new IIN Range

Navigate to IIN Ranges using Search or the menu path:

Main Menu > Configuration > Financial > IIN Ranges

The IIN Range Maintenance list shows all configured IIN Ranges. Select Create a new IIN Range to add a new one.

Select Create a new IIN Range. Enter a Start and End IIN Range for the new customer loyalty card - this is a fixed value that indicates the card type. Enter the Minimum and Maximum PAN Length of the card.

In the example below, a card starting with the four digits "1212" and having a length of 8 digits is configured as a Customer Loyalty Card (e.g. 12120001):

Enter the Start and End IIN Range and the Minimum and Maximum PAN Length, then click Create.

Select Create.

IIN Range - General Tab

The General tab captures the basic information of the new IIN Range.

Enter the Card Description and Issuer Description on the General tab, and select the appropriate Country and Currency.

Set the appropriate values on the General tab as follows:

Configuration	Description
Card Description	Enter a user-friendly, meaningful description by which to identify the Card Range in other locations of the Estate Manager. Maximum 40 alphanumeric characters.
Issuer Description	Enter a user-friendly identification of the Card Issuer. Maximum 40 alphanumeric characters.
No LUHN Check Digit	Checkbox - if selected, indicates that no LUHN check should be applied to this IIN Range (the last digit must otherwise conform to the LUHN Check calculation).
Country	Select from a dropdown list of all configured Countries.
Currency	Select from a dropdown list of all configured Currencies.

IIN Range - Track Data Tab

The Track Data tab is used to configure how the data on the card is read.

Enter the value 2 for the Track Field, enter the PAN Length for the Length field, and tick the Keyable option as shown below:

Configure the Track Data tab with Track Field = 2, the PAN Length, and Keyable enabled.

IIN Range - Applicable Cards Tab

The Applicable Cards tab is used to configure card-related settings for this IIN Range.

Ensure the Loyalty Card and Online Update checkboxes are ticked as shown below:

Tick both the Loyalty Card and Online Update checkboxes on the Applicable Cards tab.

Set the appropriate values on the Applicable Cards tab as follows:

Configuration	Description
Loyalty Card	Select checkbox to enable the card for use as a Loyalty Card.
Online Update	Select checkbox to enable online update of loyalty accounts. Defaults to true.

Select Save to successfully add the new IIN Range.

Broadcast the IIN Range entity to the desired device(s) to use this new IIN Range when creating Customer Loyalty Cards.

This completes the Create a new IIN Range configuration.

---

Create a new Customer, Customer Loyalty Account, and Customer Loyalty Card

Following the setup of a Loyalty Scheme and an IIN Range for the customer loyalty card, a customer, a customer loyalty account, and a customer loyalty card must be created. This can be done using the New Loyalty Account function in the POS:

1. Navigate to Sales > More > Loyalty and use the New Loyalty Account function in the menu.

2. Enter a new Customer Loyalty Card number within the IIN range configured in the previous section (e.g. 12120001, 12120002). This will be the new loyalty card issued for the new loyalty customer, associated with both the new customer account and the customer loyalty account.

3. Enter the basic identification details of the new customer account and select OK.

4. Enter the address details of the new customer account and select OK.

Step 1: Enter a loyalty card number within the configured IIN range.

Step 2: Enter the basic identification details of the new customer.

Step 3: Enter the address details of the new customer.

Step 4: Complete the address detail entry and select OK.

5. Enter the contact details of the new customer account and select OK.

6. Select the Loyalty Scheme and the Loyalty Tier to be applied to this customer and select OK.

7. If the new customer, customer loyalty account, and loyalty card have been successfully created, the loyalty customer's details will be displayed.

Step 5: Enter the contact details of the new customer.

Step 6: Select the Loyalty Scheme and Loyalty Tier to associate with this customer's loyalty account.

Step 7: The loyalty customer's details are displayed on screen, confirming successful creation of the customer, loyalty account, and loyalty card.

This new Loyalty Customer is now ready to carry out Loyalty-based transactions such as capturing and redeeming Loyalty points.

This completes the Customer Loyalty Configuration.

---

Capturing of Loyalty Points

Once a new customer has been created and associated with both a customer loyalty account and a loyalty card, sales transactions can be performed to capture loyalty points based on the defined Loyalty Scheme.

Before or after adding products to the basket, the loyalty customer must be captured to earn points.

1. Navigate to Sales > More > Loyalty and use the Capture Loyalty function in the menu.

2. The user will be prompted to enter a loyalty card number. Enter the loyalty card number and select OK.

3. Alternatively, select the Search By Name button to find the customer by name.

4. The screen will display a summary of the Loyalty account. Select OK to confirm.

5. If the Loyalty account is successfully captured, the loyalty customer's details will be displayed along with the points earned from the products in the basket.

Step 1: Navigate to Sales > More > Loyalty and select Capture Loyalty.

Step 2: Enter the loyalty card number and select OK.

Step 3: Alternatively, use Search By Name to locate the loyalty customer.

Step 3 (continued): Select the customer from the search results.

Step 4: The loyalty account details are displayed for confirmation. Select OK to confirm.

Step 5: The loyalty customer is captured, and the points earned from the basket items are displayed.

6. Select Total and complete the tender for this transaction. The customer loyalty account details will also be visible on the receipt:

The receipt confirms that loyalty points have been added to the customer's loyalty account based on the configured loyalty scheme.

This completes the Capturing of Loyalty Points configuration.

---

Redeeming of Loyalty Points

After Loyalty Customers have earned points, they can redeem their available points as a tender option to contribute towards payment for transactions. The rate at which points can be redeemed is configured in the Loyalty Scheme.

1. After adding the products to the basket, select Total to navigate to the Tender menu. Select Customers from the available tender options.

2. Select the Loyalty Account button to select the loyalty account from which the customer wishes to redeem points.

3. The user will be asked to enter a loyalty card number. Enter the loyalty card number or use Search by Name as when capturing loyalty. Select OK. The user will then be navigated to a screen requesting the amount to redeem from the loyalty account. Enter the amount and select OK.

4. If the loyalty account has been successfully applied and the points redeemed, the loyalty customer's details will be displayed along with the points redeemed.

Step 1: After selecting Total, the Tender menu is displayed. Select Customers.

Step 2: Select Loyalty Account to choose the loyalty account for point redemption.

Step 3: Enter the loyalty card number (or search by name), then enter the amount to redeem.

Step 4: The loyalty customer's details are displayed, confirming the points redeemed from the loyalty account.

5. Once Cash or any other tender option is selected to complete the transaction, the customer loyalty account details will also be displayed on the receipt:

The receipt confirms that loyalty points have been redeemed from the customer's loyalty account based on the configured loyalty scheme.

This completes the Redeeming of Loyalty Points configuration.

---

About This Document

©2026 Enactor Ltd

All documents produced by Enactor Ltd are supplied to Customers subject to Copyright, commercial confidentiality and contractual agreements and must not be copied or transferred without permission.

Document Context

This document is part of the Enactor Product Documentation Series. All Enactor products include a comprehensive documentation set designed to improve understanding of the product and facilitate ease of use.

Document Inquiries

At Enactor we aspire to producing the highest quality documentation to reflect and enhance the quality of our Product. If you find that the document is inaccurate or deficient in any way, please assist us in improving our standard by letting us know.

For matters of document quality or any other enquiries regarding this document, please contact:

By Email: documentation@enactor.co.uk

---

Document History

The following versions of this document have been produced:

Version	Status	Issue Date	Author	Reason for Issue
1.0	Initial Draft	-	-	Initial version.
2.0	Updated	2026-02-28	Mark Harrison	Reformatted to Docusaurus format; screenshots updated.