As of 04/05/2022, all individual Rich Reward KBAs are combined in to this single article. It is organized in to the following section list, each with a hyper link to them and a Back to Top link to bring you back to the section list:

How to order Rich Reward Loyalty cards/displays

When a client requests Rich Rewards Loyalty cards and/or displays for the Rich Rewards program, walk them through the following:

  1. Explain the process:
    • Gift cards are designed by the client through the Paladin Store. There is an online form where the client can choose from the following:

    • For the logo on the card, tell the client that in the order form they can attach an image (jpeg, jpg, pdf, png, gif, eps, Max. file size: 5 MB). Note: It is strongly recommended that the client use PNG or EPS format.

2. Explain the options:

3. Offer to walk through the process with the client when they are online at the Paladin store.

Back to Top

How to set up Rich Rewards

Note:  Before you can follow this procedure, you must purchase Rich Rewards through the Paladin.

  1. In Paladin, from the main menu, select File > Setup.
  2. Select the Rewards tab.
  3. In the Rewards pane, select Rich Rewards from the Customer rewards program list.
  4. In the Rich Rewards pane, in the Reward Percentage box, enter the percentage amount, based on the total sales, that you want Paladin to calculate as the reward amount.
  5. Optional: In the Signup Bonus box, enter a signup bonus reward amount.
  6. In the Minimum Coupon Amount box, enter the available rewards amount that triggers the coupon to print.
  7. Optional: Check Enable Margin Check if you want the Minimum Margin to be verified and to require manager override when the discount goes below it.
  8. Optional: In the Disallow points on margins less than box, select the lowest margin you are willing to take on any products that qualify for Rich Rewards.

Note:  Paladin will calculate rewards down to the minimum margin and then disallow any further points to be calculated for rewards.

9. Optional: Decide whether to add these settings:

    • Include Company Info on Rich Rewards Coupons
    • Rewards # Prompt Beginning of Invoice
    • Rewards # Prompt End of Invoice

      IMPORTANT: Before customers can start accumulating rewards, the Rich Rewards number must be assigned to the customer account.  Refer to How to assign a Rich Rewards ID to a customer account

Back to Top

How to enable Rich Rewards for Pharmacies

Stores equipped with integrated pharmacy communications (such as SuiteRX, PCCA Software, or QS1) now have the option to extend Rich Rewards benefits to prescription items if state and insurance contracts allow rewards benefits to accumulate from prescription items.

To enable Rich Rewards:

  1. In Paladin, from the main menu, select File > Setup.
  2. Select the Rewards tab.
  3. Select Rich Rewards from the Customer rewards program list.
  4. In the Rich Rewards pane, check Include Pharmacy Items for Rewards.
  5. Click Save, and then click Close.

Back to Top

How to show store info on Rich Rewards coupons

The purpose of a customer rewards program is to foster good will with your customers so that your store will be “top-of-mind” on their next shopping trip. Your store information, such as store name, address, and phone number, printed on the invoice receipt that contains a Rich Rewards coupon helps make this return trip easy.

However, stores using Paladin observed that customers were tearing Rich Rewards coupons from the bottom of their invoice receipts leaving this important store information behind. Therefore, you can print your store information below the Rich Rewards coupon.

To show your store information on Rich Reward coupons:

  1. In Paladin, select File > Setup.
  2. Select the Rewards tab.
  3. In the Rewards pane select Rich Rewards from the Customer rewards program list.
  4. In the Rich Rewards pane, check Include Company Info on Rich Rewards Coupons.
  5. Click Save, and then click Close.

Back to Top

Rich Rewards point balance shown to cashier and on receipts

A customer’s Rich Rewards point balance is displayed to the cashier during the checkout process. The displayed balance includes points awarded for the current purchase.

Rich Rewards points displayed at checkout

The customer points balance is also printed on and on the customer’s receipt.

If there are enough points for an award, when the transaction is complete, a coupon is printed on the receipt, and the customer’s point balance is reduced. When this happens, the adjusted rewards point balance is not included on the receipt.

You can view the Rich Rewards point balance for a customer account in the Customers module, on the Rich Rewards tab. A reward amount in dollars is no longer displayed. Although, the reward amount that was previously shown in dollars is now shown in points, the Rich Rewards feature and award structure have not changed. To convert a dollar amount to points, the dollar amount is multiplied by 100.

The following table shows examples of equivalent point and dollar values.

Reward in dollars (previously shown) Reward in points (now shown)
1.32 132
2.00 200
10.29 1029

 

Rich rewards points displayed in customers module

Point balances are printed on receipts by default. If you want to turn off this feature:

  1. In Paladin, from the main menu, select File > Setup.
  2. Select the Rewards tab.
  3. In the Rewards pane, select Rich Rewards from the Customer rewards program.
  1. In the Rich Rewards pane, check Disable Rewards Balance on Receipts.
  2. Click Save, and then click Close.

Back to Top

How to exclude Rich Rewards items by department or class

To exclude specific departments and classes from the Rich Rewards program:

  1. In Paladin, from the main menu, select File > Setup.
  2. Select the Rewards tab.
  3. In the Rewards pane, select Rich Rewards from the Customer rewards program list.
  4. In the Rich Rewards pane, add or remove a class or department from the excluded lists.
    • In the Exclude Classes from Rich Rewards pane:
      1. To add a class to the list of excluded classes, in the Class ID box, enter a class ID, and then click Add Class.
      2. To remove a class from the list of excluded classes, in the list of classes, select a class, and then click Remove.
    • In the Exclude Departments from Rich Rewards pane:
            1. To add a department to the list to the list of excluded departments, in the Dept ID box, enter a department ID, and then click Add Dept.
            2. To remove a department from the list of excluded departments, in the list, select a class, and then click Remove.

5. When selections are complete, click Save, and then click Close.

Back to Top

How to set up prompts for Rich Rewards ID at checkout

To prompt for Rich Rewards at checkout:

  1. In Paladin, from the main menu, File > Setup.
  2. Select the Rewards tab.
  3. In the Rewards pane, select Rich Rewards from the Customer rewards program list. 
    • To prompt for a rewards ID when you create a new invoice, in the Rich Rewards pane, click the Rewards # Prompt Beginning of Invoice.
    • To prompt for a rewards ID when you start the checkout process, in the Rich Rewards pane, click the Rewards # Prompt End of Invoice.
  4. Click Save, and then click Close.

Back to Top

How to earn a Rich Rewards coupon

  1. In Paladin, on the top ribbon, click the Invoice/Quote module.
  2. In Rewards box, scan the Rewards card or enter the Rewards card number.
  3. Optional: On the bottom ribbon, click Advanced Lookup to find customer account information.
  4. Scan the customer’s items.
  5. On the bottom ribbon, click Checkout.
  6. On the bottom ribbon click any of the following payment types:
    • Cash
    • Charge
    • Credit Card
    • Check
  7. Complete the transaction process.

Note: The earned reward amount will appear as a barcode on the receipt. The barcode can be scanned when customers are ready to use the earned reward.

Back to Top

How to redeem a Rich Rewards coupon

  1. Open Paladin Point of Sale.
  2. On the top ribbon, click the Invoice/Quote module.
  3. In the Rewards box, scan the Rewards card or enter the Rewards card number.
  4. Optional: On the bottom ribbon, click Advanced Lookup to find customer account information.
  5. Scan the customer’s items.
  6. On the bottom ribbon, click Checkout.
  7. On the bottom ribbon, click Coupon.
  8. Scan the barcode on the receipt. The Rewards coupon will be recalled and the discount will be applied to the sale.
  9. On the bottom ribbon, click a payment type:
    • Cash
    • Charge
    • Credit Card
    • Check
  10. Complete the transaction process.

Back to Top

Rich Rewards minimum coupon amount

You can choose a minimum coupon amount for your Rich Rewards program.

Larger minimum coupons take longer to earn
Before you choose a minimum coupon amount, consider the customer’s experience. Larger minimum coupon amounts require the customer to spend more dollars before receiving a coupon. This means that a customer may have to make several trips to your store before being “rewarded” with a coupon.

Large purchases and reward management
The maximum coupon amount is a $50, and only one coupon can be awarded for a purchase. If a customer makes a large purchase and the earned reward is greater than $50, the customer is only awarded a $50 coupon with that purchase. The remaining reward balance is saved and will be awarded (up to another $50 amount) the next time the customer makes a purchase.

To choose a minimum coupon amount for your Rich Rewards program:

  1. In Paladin, from the main menu, select File >Setup.
  2. Select the Rewards tab.
  3. In the Rewards pane, from the Customer rewards program list, select Rich Rewards .
  4. In the Rich Rewards pane, from the Minimum Coupon Amount list, select a minimum coupon amount.
  5. Click Save, and then click Close.

Back to Top

How create a Rich Rewards account for a customer

  1. In Paladin, on the top ribbon, select the Invoice/Quote module. The Rich Rewards window will appear.
  2. In the Rich Rewards window, in the Rewards ID or Phone Number box, enter the information or scan the ID card.

  • The Rich Rewards window will not appear when a customer account is selected for the invoice, even if the customer account includes a Rich Rewards ID.
  • If more than one ID match is found, all the matches are displayed in the Advanced Lookup window so you can choose the correct account.
  • If a manual search for a Rich Rewards ID or phone number does not find the ID in your customer accounts, you have two options:
    • To search again with another ID or phone number, click Try Again.
    • To create a new Rich Rewards account, click Sign Up.

  • If you choose to create a new Rich Rewards account, a Rewards sign up window will appear.  Scan or enter the new Rich Rewards number, complete the required highlighted fields, and then click F12 Finish.  After you complete the sign up process, the new Rich Rewards ID is added to the invoice.

Back to Top

How to assign a Rich Rewards ID to a customer account

Before your customer can start accumulating rewards, a Rich Rewards ID must be assigned to the customer account. You can use the number on the Rich Rewards card, the customer’s phone number, or a number that the store or pharmacy assigned to the customer.

  1. In Paladin, on the top ribbon, select the Customers module.
  2. In the Customers list, select the customer.
  3. Click the Electronic tab.
  4. In the Alternate Customer ID’s pane, click Edit ID Data.
  5. In the Alternate ID Manager window, in the Enter Alt ID box, enter the number that you want to use for Rich Rewards.
  6. Click Add.
  7. In the Type list, select Rich Rewards, and then click F12 Finish.
  8. On the bottom ribbon, click F12 Save.

Back to Top

How to create Rich Rewards single-use coupons

To create Rich Rewards single-use coupons:

  1. Contact Paladin Customer Support to turn on the single-use coupon feature for Rich Rewards.
  2. In Paladin, on the top ribbon, select the Inventory module.
  3. Create inventory items for each single-use coupon amount.
    1. On the bottom ribbon, select  F2 Add Item.
    2. In the Add New Item window enter these values:
In this field Enter
Part #

A name that you will enter as a line item for the single-use coupon.

Example: Coupon5

Description

A description of the coupon

Example: Single-use $5 off coupon

Cost 0
Sell Price 0
SOH
0
Department

The department that was setup for the single-use coupons.

Example: 10 Hand Tools

c. Click F12 Add.
d. Click the Pricing tab.
e. In the Pricing Levels pane, in row 1, enter these values:

In this field Enter
Sale Price Enter the coupon dollar value as a negative number.
Example: If your coupon gives a $5.00 discount, enter -5.00.
Ref 100

f. Click the General tab.
g. In the Classes pane, in the Class list, select the single-use coupon class (for example 888 – MISC SALES) .
h. In the Item Information pane, enable Non-Inventory.
i. Click F12 Save. Repeat step 4 (a-i) for each coupon amount.

4. In the Invoice/Quote module, enter the Part # for the single use coupon you created. Verify that coupon appears correctly with a negative value.

Back to Top

How to set up Rich Rewards for single-use coupons

  1. In Paladin, from the main menu, select File > Setup.
  2. Select the Rewards tab.

    Note:  In the Rewards pane, if Rich Rewards is not selected, then you must set up Rich Rewards. See How to set up Rich Rewards

  3. Click the Class tab.
  4. Tell the customer that they will need a class ID to create single-use coupons.
  5. Do one of the following:
    1. If the client the client has a class ID for single-use coupons, write it down for a subsequent step.
    2. If the client does not have a class ID for single-use coupons, follow these steps:
      1. In the Classes pane, click New.
      2. In the Name box, enter SINGLE USE COUPON.
      3. In the ID box, enter an unused class ID number.  Write down the number for a later step.
      4. Click Save.
  6. Click the Dept tab.
  7. Ask the client which department they prefer to use for single-use coupons.  Note: The department does not need to be restricted to single-use coupons.
  8. If the client does not have a department to use for single-use coupons, follow these steps:
    1. In the Departments pane, click New.
    2. In the Name box, enter SINGLE USE COUPON.
    3. In the ID box, enter an unused department ID number.
    4. Click Save.
  9. Click the Rewards tab.
  10. In the Rich Rewards pane, select the Enable Single-Use Coupons checkbox.
  11. In the Single-Use Coupon Class , enter the class ID number from step 4.
  12. Click Save, and then click Close.
  13. Tell the client to make a note of the single use coupon class ID and department.

Back to Top

How to process Rich Rewards single-use coupons

Loyalty programs, such as Rich Rewards, create new customers and engender customer loyalty. To attract new customers, you need to get the word out, and one way is to make rewards coupons as available as possible. However, there is always a risk that a few customers will abuse the system and use the coupon multiple times.

Paladin limits your exposure to fraud when you use single-use coupons because they can be redeemed only once per customer account. Single-use coupons are set up in Paladin as a special type of inventory item.

This section provides information on single-use coupons and the messages that appear in the following scenarios:

Scenario: A customer has used the coupon for a previous purchase

If a customer previously used a single-use coupon, a message appears during the checkout process, and the cashier has the following options:

  • Click OK to return to the invoice, remove the coupon, and then continue with the checkout process.
  • Enter a manager password to override the single-use limitation, and then continue with the checkout process.

Section Top

Scenario: A cashier has added the coupon to the invoice more than once

If a single-use coupon is added to an invoice more than once, a message appears during the checkout process, and the cashier has the following options:

  • Click OK to return to the invoice, remove the duplicate coupons, and then continue with the checkout process.
  • Enter a manager password to override the single-use limitation, and then continue with the checkout process.

Section Top

Scenario: A customer account is not selected

A customer account must be selected to redeem a single-use coupon. If a customer account is not selected, a message appears during the checkout process, and the cashier must select a customer account to complete the transaction.

Section Top

Scenario: The coupon value is greater than the total purchase amount

The cost of the sale items must be greater than the total coupon value. If the invoice amount is less than the coupon value, a message appears during the checkout process. When the cashier clicks OK, the invoice will appear so that the coupon can be removed and/or additional items can be added. When the necessary changes are made, the cashier can continue the checkout process.

Section Top

Back to Top

Rich Rewards Loyalty Balance report

View the rewards balance for each of your customers in an Excel spreadsheet:

Note: You must have Microsoft Excel 2007 or later installed on your computer to create this report.

  1. In Paladin, on the top ribbon, select Reports.
  2. In Report Area pane, click Customers, and then click Customer List.
  3. In the Report List pane, click Rich Rewards Loyalty Balance.
  4. In the Choose Report pane, click F12 Next.
  5. In the Sorting Options pane, click F12 Run Report.

On the bottom of the Reports window, the message Writing Report.. appears along with a  red progress bar. When the report is complete, the message Report Complete appears at the bottom of the Reports window, and an Excel icon appears in the bottom Taskbar of your computer.

Click on the Excel icon to view a report including the following customer information:

    • Name
    • Paladin account number
    • Address information
    • Phone number
    • Email address
    • Rewards balance

Back to Top

How to locate Rich Rewards data in the Period Comparative Revenue report

  1. In Paladin, on the top ribbon, select the Reports module.
  2. In the Report Area pane, click Sales Analysis, then click Revenue.
  3. In the Report List pane, click Period Comparative Revenue.
  4. In the Choose Report pane, click F12 Next.
  5. In the Period Comparative Revenue window, in the Report Settings pane, enter the information that you want to sort by.
  6. Optional: In the Additional Settings pane, select an option from the Detail by list.
  7. In the Sorting Options pane, click F12 Run Report.

Note: The Period Comparative Revenue report will appear with Customer Rewards in two places:

  • As CUST RWD under Revenue Sources
  • As 999 under DEPT NAME

Back to Top

If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 10/05/22