Every booking in the programme can be recalculated. This chapter follows the path an order takes - from the amount through the factors to the day the points become redeemable.
The settings for this sit in the Earning points, Boosters, Points release and Cancellation sections of the configuration.
The earn rate says how many points one euro of turnover brings - one, out of the box. Two further settings decide which amount is meant.
The choice of basis is a question of stance: calculating on the amount paid is the cautious variant, because a discounted article then earns fewer points. Calculating on the original price rewards the purchase regardless of the promotion.
Two kinds of factor act on the base value: the customer's loyalty tier and every booster that applies to this order. Boosters come as a multiplier and as a fixed bonus; each has its own rule for the case where several apply at once.
In order:
Because the tier is recorded at booking time, a later promotion or drop does not change old bookings.
In the administration a click on a booking opens the full calculation: the per line-item breakdown, the settings at booking time, the tier, the effective boosters and the total rollup step by step.
That is the difference between a number and a traceable number. If a customer asks why it was 137 points and not 140, the answer is right there - down to the raw data.
With the order a booking is created in the state pending. It does not count towards the redeemable balance and is shown separately in the customer account.
Both conditions have to be met. If you want no waiting time, set the minimum age to zero - the order state then decides on its own.
When an order reaches the cancellation state - default "Cancelled" - the still-pending points of that order fall away. If the points were already valid, a counter-booking is created instead.
The balance is never overwritten in the process. It is always the sum of all bookings, and every counter-booking stays visible in the point ledger - years later too.
Registration, newsletter confirmation and birthday bring points that hang on no order. They are therefore valid immediately and pass through no release. The same holds for a manual booking from the administration.
A manual booking always requires a reason. It stays with the booking and later answers the question where a balance came from that no order explains.
Points belong to a customer account. An order without an account has nobody to credit - it stays out.
A customer who creates an account later is not credited retroactively for their earlier guest orders.
Not out of the box. A setting adds them if you want the shipping share to earn points as well.
By default on the amount actually paid. Switched to the original price, a discounted article earns the same points as at full price.
When both apply: the order has reached the configured state - default "Completed" - and the minimum age has passed, 14 days by default. The check runs hourly.
No. The loyalty tier is recorded at booking time. A later promotion or drop only affects new bookings.
Through the booking in the administration. It shows the per line-item breakdown, the settings at booking time, the loyalty tier, the effective boosters and the total rollup step by step.
Cash discount through the slider, rewards as a product - and the limits that keep both affordable.
Read on → ManagementTen menu entries in four groups: dashboard, statistics, lists and everything you create yourself.
Read on → ReferenceEvery single setting of the plugin with its section, type, default value and technical name.
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