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LoyaltyTier

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A loyalty tier is a step on the points ladder. The accumulated LoyaltyPoints balance selects the tier. The tier sets the write-off limit, the standing discount, and the earn rate.

Kind Dictionary
Module CRM
Menu CRM → Dictionaries → Loyalty tiers

Fields#

Field Caption Points at
ID ID number sequence
Name Name string
MinPoints Minimum points decimal
MaxRedemptionPerDocument Max redemption per document decimal
DiscountPercent Discount, % decimal
EarnRate Earn rate decimal

Name, MinPoints, MaxRedemptionPerDocument, and DiscountPercent are required. ID comes from LoyaltyTierSeq, which starts at 1, steps by 1, and pads to 3 digits.

Discount, % must be from 0 through 100. Earn rate must not be negative. Empty or zero Earn rate inherits CRMSettings Loyalty points per currency unit. The reached tier is the row with the highest Minimum points that is still at or below the customer's balance. The tier is not stored on the customer.

There are no commands. This dictionary writes no register.

Who references this#

No object stores a LoyaltyTier field. LoyaltyRedemption reads the ladder when Redeem points runs. SalesRealization stamps Discount, % on issue when the header discount is still empty, and uses Earn rate when awarding LoyaltyPoints.

Used by#

Where next#

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