DSDillon
Point of sale guides

POS Loyalty, Gift Cards and Store Credit

A reward programme needs rules that staff can explain and a balance history the owner can check. Define how customers earn, redeem and return purchases before turning points into discounts.

Define the earning rule in plain language

Choose whether rewards follow spend, visits or particular products. State which purchases qualify, when points become available and whether discounts and tax affect the earning amount. Decide what happens when an invoice is only partly paid.

For an illustrative spend rule of one point per TTD 10 and a redemption value of TTD 0.10 per point, a qualifying TTD 100 purchase earns ten points worth TTD 1. That is a 1% reward at full redemption, before any further programme rules. Check that the reward fits the margin on the qualifying products.

Programme decisionDefine it before launch
EarningEligible spend, visits or products and the award timing
RedemptionValue, minimum balance and eligible purchases
ReturnsHow a credit reverses earned points
Membership tiersThreshold, qualifying period and included benefits
CommunicationCustomer preferences and permitted messages

Give each funded balance its own history

A purchased gift balance should record its currency, funding reference, available amount and redemptions. Store credit should record the customer and the approved reason for issuing it. Decide whether a gift is transferable and how lost codes are handled.

Apply a redemption as a payment allocation or other agreed account event with a reference. Prevent the same balance being spent twice when two registers submit requests at nearly the same time. Keep the amount before and after each redemption visible to authorized staff.

Rehearse the awkward return

Use a sample customer who earns points, redeems some and then returns the qualifying purchase. The system must follow the stated programme terms and leave a traceable correction. Avoid deleting the original award or silently resetting the balance.

Test a purchase partly funded by store credit, followed by a partial return. Agree whether the money returns to the same credit balance or another approved method. The refund should remain linked to the sale and the funding source.

Ask for a working redemption demonstration

Start with a funded TTD 200 balance. Redeem TTD 75 and check that TTD 125 remains. Try to redeem TTD 150 and confirm that the request is rejected. Complete a permitted TTD 125 redemption and check the zero balance on both customer and owner screens.

Loyverse lists a loyalty programme among its free core tools. Compare the actual earning and redemption behaviour, customer history and export access of any shortlisted system.

Customer loyalty, referrals, gift balances and store credit are part of the DSDillon POS premium development scope. The live case study covers the current invoicing, stock and currency system. Include the reward terms and return examples in the project brief.

Loyverse core features and add-ons

Questions before you decide

Can a gift card be used on an invoice in another currency?

That requires an explicit conversion and settlement policy. Keep the balance currency clear and test any permitted conversion before launch.

How should a return affect loyalty points?

Apply the published programme terms, link the correction to the original sale and retain the award and reversal history.

Related guidance

Explore more about Pos Loyalty Gift Cards

Checkout, invoicing, inventory and buying decisions.

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