Print this sheet and fill in the values you wish to use for each parameter in the Rewards Program. If the program has more than one Bonus Offer, print a copy of this worksheet for each Bonus Offer.
You will need to refer to these values when configuring the program.
Step 1. Enable the Rewards Program:
Enable Reward Program?: YES
Step 2. Select the Program Type
Program Type (circle one): RETAIL or WHOLESALE
Step 3.i. Configure the Calculator and Factors
Calculator 1 ___________
Factor 1 ___________
Calculator 2 ___________
Factor 2 _________
Step 3.ii. Configure the Incentive:
Description ____________________________
Automatically applied? (circle one): YES or NO
Value ____
Incentive Start Date ( YYYYMMDD): ______________________
Incentive End Date ( YYYYMMDD): ______________________
Step 3.iii Set the maximum number of rewards per transaction:
Maximum Rewards per Transaction: _____________
Step 3.iv Set the Rewards Totals Reset time of day:
Rewards Totals Reset Time ( HHMM): ______________
Step 3.v: Enable the Enter Reference Number prompt:
Enable Enter Reference Number prompt (circle one): YES or NO
Step 4. Configure the Bonus Offers:
Number: ________
Description: _________________________
Reward Type (circle one): MULTIPLIER or POINTS
If MULTIPLIER selected:
Value: _____________
Multiplier Type (circle one): BASE POINTS or BONUS OFFERS
Program Type (circle one): RETAIL or WHOLESALE or BOTH
If POINTS selected:
Number of miles: ______________
Program (circle one): RETAIL or WHOLESALE or BOTH
MLT Bonus Offer applicable: _____________
Start Date ( YYYYMMDD): ______________________
End Date ( YYYYMMDD): _______________________
Step 5. Configure the Tax Setup:
Tax Type: NO TAX or HST or GST/PST
Tax Percentage: Type: _______ = ______% and Type: ________ = ______%
Tax Mode: TAX ON TAX or TAX AND TAX
Step 6. Set the SAF Upload Time Period:
SAF Upload Time Period: (MM) ______________