Loyalty Point Expiry Enhancement
Introduction
This post introduces the latest improvement in loyalty point module, including the addition of expiring points and an expiration date for earned points. The changes apply to the applications listed below:
- Web Admin
- BIG POS Pro
- Waiter
- B Reward
Web Admin
Loyalty Setting
Loyalty settings will be disabled by default for new accounts. For existing accounts, after the update loyalty setting will follow previous setup.
How to ‘Enable Points Expiration’?
To begin enabling point expiration, follow the following steps:
- First, you need to click Enable Loyalty to display Enable Points Expiration.
- Then, click Enable Points Expiration to select the number of month(s) after earning. For example, if you choose 1 month, the expiration date will be the last day of the following month.
Example: Earned on 15 February 2025 → Expires on 31 March 2025.
Customer Page
On the Customer Page, the current tier and loyalty points are visible. If Loyalty Settings are enabled, these details will be automatically updated. However, if Loyalty Settings are disabled, they will be hidden from view.
Employee Activity Logs
The Employee Activity Logs have been updated to include web admin new actions :
- Enable/Disable Loyalty Settings – Records any action that modifies loyalty settings.
- Enable/Disable Loyalty Expiration – Records any action that modifies expiration settings.
- Loyalty Expiration Month Selection – Records the selected expiration month.
Loyalty Point Report
The Loyalty Point Report has been updated with new records :
- Expiry Date Column – Displays the expiry date of loyalty points. If expiry settings are disabled, it will show “-“ instead.
Example: If the Created Date is 10-12-2024 and the Expiration Setting is set to 1 month, the expiry date will be 31-01-2025 (the last day of the next month).
- New Remarks (Refetch) & Expiry Date Update – When loyalty settings or expiration settings are changed from disable to enable, a “Refetch“ remark is added and the previous expiry date is reset to Carry Forward. The purpose of refetch is to display all available points and reassign a new expiry date based on the latest expiry month settings.
- New Added Expired Row for Expired Points – A new row has been introduced to track expired loyalty points separately.
Expiry Point Scenario
Here are some scenarios for calculating the expiry date and balance point based on earn, redeem, and refetch actions:
- How to calculate the expired date from the earn point date
- Points earned will expire at the end of their respective expiry period. Once expires, the balance resets to zero on the following day.
- Example: Points earned on 6 Jan 2024 will expire at the end of 29 February 2024. On 1 March 2024, the balance resets to 0.
Expiry Month | Earn point date and point | Expiry Date | Date after expired and point |
1 month | 6 Jan 2024 (+50) | 29 Feb 2024 | 1 March 2024(0) |
1 month | 31 July 2024 (+4) | 31 Aug 2024 | 1 Sept 2024(0) |
3 month | 23 Apr 2024 (+27) | 31 Jul (2024) | 1 Aug 2024 (0) |
6 month | 10 Dec 2024(+60) | 30 Jun 2025 | 1 Jul 2025 (0) |
24 month | 19 Nov 2024 (+100) | 30 Nov 2026 | 1 Dec 2026(0) |
- Earn points and redeem points (3 month settings)
- Points earned will expire at the end of their respective expiry period (3 months in this case).
- Redeeming points before expiry reduces the balance accordingly.
- Example: Points expire after 3 months, and redeeming reduces the balance.
Date | Earn Point | Redeem | Balance Point | Expiry date and point | Balance point after redeem |
6 Jan 2024 | 50 | – | 50 | 30 Apr 2024 | 0 |
21 Feb 2024 | 10 | – | 60 | 30 Jun 2024 | 5 |
29 Mar 2024 | 10 | 70 | 31 Jul 2025 | 10 | |
30 Mar 2024 | 55 | 15 | – |
- Change expiry month selection (eg. 3 month -> 6 month)
- When the expiry period changes, new points follow the updated duration, but old points keep their original expiry date.Expiry settings change from 3 to 6 months, affecting for future points.
Date | Earn point | Radeem | Balance Point | Expiry date | Balance point after redeem |
1 Dec 2024 (3 month) | 10 | – | 10 | 31 Mar 2025 | 0 |
2 Dec 2024 (6 month) | 10 | 20 | 30 Jun 2025 | 8 | |
3 Dec 2024 | 12 | 8 | – |
- Expired and redeem (3 months)
- Points must be redeemed before expiry; expired points are removed. Balance point = 5, with the nearest expiring points (5) set to expire on 31 May 2025.
Date | Earn Point | Redeem | Balance Point | Expiry Date and Point | Expired Point | Balance point after redeem/expired |
1 Nov 2024 | 50 | – | 50 | 28 Feb 2025 | – | 0 |
20 Dec 2024 | 50 | 100 | 31 Mar 2025 | 5 | ||
1 Mar 2025 | 50 | 50 | ||||
18 Mar 2025 | 45 | 5 | 5 |
- Refetch scenario
- Disable loyalty settings / expiration setting -> enable
- Refetch updates loyalty points and expiry dates based on the latest settings when changes are made to loyalty or expiration
- Enable loyalty settings / expiration setting -> disable
- Refetch keeps loyalty points but removes expiry dates, ensuring points remain available.
BIG POS Pro Apps (Customer Details Page)
Customer Details Page in BIGPOS Pro applications will apply the new changes whereas:
- Customer Tier Display
- The customer’s tier will update based on the required points set in the settings.
- Example: To achieve Silver, a customer must reach 1,000 points.
- Expiring point and date
- Loyalty points will display an expiry date to inform customers when nearest points will expire.
- Example: 8 Points expiring by Apr 30, 2025.
- Refetch row and expired row
- When loyalty settings are updated, the Refetch row will show recalculated loyalty points.
- The Expired row will list points that have expired, ensuring clarity in point adjustments.
- Total expired point
- A new field will display the total number of expired loyalty points.
Waiter App (Customer Details Page)
For Waiter App, customer details page will follow the same format like BIGPOS Applications.
BReward(Points & Points History)
Customer Details Page in BIGPOS Pro applications will apply the new changes whereas:
- Balance Point Display
- The interface now prominently displays the total balance points a customer has.
- Points Expired Display
- Expiring points now have a clear nearest expiration date that can help customers be aware of their points’ validity and can use them in time.
- Example: 8 Points expiring by 28 Feb 2025.
- Notify to Reach Next Tier
- A section to inform users how much points need to earn to upgrade to the next tier.
- Example: Earn 3751 more points to reach Gold
- Refetch record
- When loyalty settings are updated, the Refetch record will now show recalculated points dynamically in point history
- Expired record
- Expired points will be automatically deducted and recorded in the Loyalty History as a negative transaction.
Previous App Before Update Latest App After Update
Interface of Loyalty points history, including earned, redeemed, refunded, refetch and expired points.