Loyalty Program
The Loyalty Program module in Zoho Inventory lets you create and manage customer loyalty programmes. Customers earn points on eligible sales and redeem them as discounts on future invoices, helping you improve customer retention and engagement across all sales channels.
Scenario: Bailey manages Zylker Manufacturing, which sells to a mix of regular and new customers. To reward repeat buyers, Bailey sets up a loyalty programme that awards 1 point for every ₹10 spent. Customers can redeem 10 points for ₹1 off their next invoice. Over time, this incentivises customers to return and consolidate their orders with Zylker Manufacturing.
Enable Loyalty Program
Before you can create programmes or award points, you must enable the Loyalty Program feature in Settings.
- Click the Settings icon (gear icon) in the top right corner.
- Go to Setup & Configurations under Organization Settings.
- Click Loyalty Program.
- Toggle the Loyalty Program switch to Enabled.
- Click Save.
Once enabled, you can configure preferences and create loyalty programmes.
In This Section
| Page | What It Covers |
|---|---|
| Loyalty Preferences | Configure organisation-wide settings: point rounding, return handling, redemption restrictions, and the loyalty points tracking account. |
| Create a Loyalty Programme | Create and configure loyalty programmes, define earning and redemption rules, and schedule programme validity periods. |
| Enable Loyalty for Customers | Associate a loyalty programme with a customer and adjust their loyalty point balance. |
| Redeem Loyalty Points | Redeem a customer’s loyalty points on an invoice and understand OTP verification. |
| Loyalty Reports | View programme performance and detailed loyalty transaction records. |
| More Actions | Edit, deactivate, set as default, or delete loyalty programmes. |