LoyaltyUserGuide

Loyalty – Administration and Configuration

Configuration of the functionality of work with the application

Go to «Opportunity Page Layout». To the "Opportunity Detail" section, add the "Loyalty Program" field and the "Refresh Data" button.

Go to the "Products Related Lists" settings.

Add the following fields to the displayed ones: «Discount» - amount of discount; «Point Type» - the type of points selected for payment of the product; «Total Point Price» the total price of points of the selected type required for the purchase of the product; «Total Point Pay» - the total amount of money funds required for the purchase of the product; «Member`s Point» - the number of points of the selected type available with the customer; «Pay by Points» - the flag of payment for the product using the selected type of points.