Loyalty Inquiry Overview
Loyalty programs are commonly referred to as Loyalty or Rewards programs. Loyalty programs are a highly effective strategy for increasing revenue and nurturing client loyalty. Some example categories include Paid Programs, Cash Back programs and Reward Tiers.
This strategy is acknowledged to be highly effective and this is evidenced through its usage by the majority of the worlds most successful companies and organisations. The basic premise is it is more cost effective to sell to repeat clients than acquire new clients.
The Loyalty Inquiry screen located at SapphireOne > Inventory > Manager > Loyalty, provides facility to establish and manage a variety of Loyalty programs.
The Loyalty Vouchers are initially listed in order of entry with the most recently dated at the top. You can change the sort order by clicking on any of the column headings. You can also change the selected column by re-clicking the column heading to change it from ascending to descending, or vice versa.
You can also adjust the order of the columns by clicking on the column and dragging to the left or right. Like other List Windows, you can re-organise the information displayed by highlighting and using functions from the Options Menu.
To obtain full details for the Loyalty Voucher you can Look 
by selecting a single line or a group and then selecting Look . To Modify 
a Loyalty Inquiry you can double click on the item or you can click on the Loyalty Voucher once and select the Modify icon or use the keyboard shortcut. Both screens look the same but only by selecting Modify can you amend the data. To create a new Loyalty Voucher, click on the New 
icon.
All inquiry screens in SapphireOne offer the option to customise the list of items displayed on the page. This feature, known as Custom Inquiry, allows you to select the data fields to be shown and the order in which the columns of data appear across the screen. Although a client list is used as an example below, any type of inquiry can be customised within SapphireOne.
The list below represents the standard inquiry list, displaying a basic set of data fields for each client record:
Swap to Custom Inquiry
When you select the ‘Swap to Custom Inquiry’ button in the lower left-hand corner of the screen, SapphireOne will display the default Custom Screen, as shown below. This Custom List screen provides the user with two main options for organising the data display:
- To add or remove the data field columns displayed on the screen, click the ‘Setup’ button in the bottom right corner of the screen. Within the Setup screen, you can right-click on the column lines and choose from Delete, Move Left, or Move Right. More information on the Setup screen is provided below.
- To change the order in which the data field columns are displayed, click the ‘Setup’ button in the bottom right corner of the screen. Within the Setup screen, you can right-click on the column lines and choose from Delete, Move Left, or Move Right. More information on the Setup screen is provided below.
Once you have customised the Custom Inquiry screen, the screen view will be unique to you, and each time you log in, you will see the same custom view. You also have the option to select and save an unlimited number of custom views. This can be done in the ‘Setup’ screen, as detailed below.
The Inquiry screen below is the initial Custom Inquiry screen, which can be modified by the user.
Custom Inquiry Screen ‘Setup’ Function
To begin setting up your Customised List screen, click the Setup button, as shown above. The Setup screen will appear, as displayed below.
From this screen, users can add and remove data columns as needed. Almost every field within the SapphireOne data tables can be included in the Custom List screen, provided the user has the necessary authorisation.
The screen features several menu items across the top, which include:
- Reset to Default – Clicking this button resets the display to the default settings determined by SapphireOne. When you add a new data field, SapphireOne will place it on the right-hand side of the data columns. You can then click on the field heading and drag it to your desired location on the screen.
- Show Related Record – This option allows you to add related fields from other tables. By ticking the Show Related checkbox
at the top of the screen, you can select a related record, and a mini view of that related record for the chosen entry will be displayed for the currently selected record. You will need to select the fields to be displayed. - Favourite Set – Located at the top left of the screen, this option enables you to save a custom-created screen for future use. For instance, you can have a simple Inquiry screen for general use and a more complex screen view when auditing specific information.
Details Page
Details Area
- Sequence – SapphireOne will automatically create a unique Sequence number for the Loyalty Voucher.
- Name – Enter the name of the Loyalty Voucher.
- Company – Enter the company ID that the Loyalty Voucher is linked to. The light blue fields are searchable and the user can search for the Company ID by entering ‘@’ or ‘?’ symbols into the field.
- Type – There are two options available.
- All Clients Radio Button
- Client Class Radio Button
- 1 Point Per – Enter the dollar value of 1 point.
- Last Roll – Enter the last roll date. Click on the underlined heading to select a date from the SapphireOne Calendar.
- Roll Period – Enter the number of days in the Roll Period.
- Voucher Expires In – Enter the amount of days that the Voucher is active for.
Voucher Area
This area is used to establish the dollar value in relation to points achieved.
Select the 
Plus Icon to add a Voucher and the 
Minus Icon to delete a Voucher from the Loyalty Inquiry.
Discount Area
This area is used to establish the percentage discount value in relation to points achieved.
Select the Plus Icon to add a Discount line and the Minus Icon to delete a Discount line from the Loyalty Inquiry.
Notes Area
Any notes that are required for this class may be entered here. You can select the Green clock 
icon to add Time and Date stamps to your notes. You can also highlight the text in the Notes area and right mouse click to customise the Font, Style, Colour and Background Colour to your preference.
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