Loyalty Plus | WAPPoint Guide

Contents

• Overview
• Support Numbers
• Switching the device On & Off
• Activating your device for loyalty
• Authenticate Attendant
• Landing page - Home
• Client / Member Enrolment
• Client / Member Search
• Earn Points – Capture transaction details
• Process a Redemption - Pay with Points
• Device Settings - Settings
• Possible device errors

Overview

In order to enroll Clients, process Accruals and Redemptions for your shop at the point of the transaction, you will need to apply for a WAPPoint device.  You are able to do so online at the following link.

www.wappoint.co.za/loyaltyplus

WAPPoint does offer a number of additional services (apart for the loyalty application) and the application covers any of these services should you decide to activate them either now or in future.

Once your application has been submitted, you will receive a confirmation and the devices will be delivered to you within a couple of days with the loyalty application on.

Should you opt to not get a device, Accruals (Points earned) can be loaded manually on the Store Portal by the Store Owner

Support Numbers

Call Centre (Member & Customer): 012 141 3596

WAPPoint Support (24/7) : 021 3000 121

support@wappoint.co.za 

Switching the device On & Off

•    ON: Hold the power button on the right side of the screen for a few seconds & let go.

•    OFF: Hold in the power button & then choose the ‘PowerOff’ option.

Activating your device for loyalty

In order for the device to link to your specific store, you need to insert a Terminal ID that you need to obtain from the Call Centre.  This is a “Once-off” process and you will not have to do this again in future – only if you add devices or have to the device swapped out.

Call Centre (Member & Customer): 012 141 3596

You will be asked the following questions:

•    Store Name

•    Staff that should have access to WAPPoint – Cashiers

Once the store details have been captured – the Call Centre agent will provide you with the Terminal ID and the Store PIN that you will need to insert on the device.

Locate the Loyalty App on the device and open it.

Insert the terminal ID and Store Pin in the relevant fields

Tap on the Activate button.  This will now link your device to the store in the program and you are now ready to start.  

Please note that each store staff member is loaded with an individual PIN.  With the Member search, the cashier will be prompted to insert this PIN so we keep an audit trail per Staff member.

Please do NOT allow staff to share a PIN number as this might result in fraudulent transactions that will be very difficult to track.

Authenticate Attendant

To access this functionality, the staff Member will have to insert their PIN number. This number gets allocated when the staff Member is loaded as a Cashier by the Call Centre.

Insert the Cashier code and the Search screen will automatically display.

Landing page - Home

Options available:

Search – this is the first step to find the client to process both earning of points and redemptions.  You will be able search for the client by scanning a card (even the virtual image on their mobiles) or with other information such as a Membership number or ID number. 

Register – If the Client has not yet joined the program, this is a short form to complete with one of the pre-printed cards.

Client / Member Enrolment

STEP 1 – Scan the Pre-printed card to link the card to the Member – if the scanner does not pick up the card number – you are able to manually type it into the first field.

STEP 2 – Insert the Member details and tap in the register button.

Note: Although the client is now registered and has a card, there are more fields on his profile to complete and he does need to specify a PIN on his profile to pay for items with his points.  Please request the Client to sign in online (using his membership number) and to complete the PIN.

Client / Member Search

If the Member has their card available – either the physical card or an image on their mobile, the option is available to scan the card to find the member.

Alternatively, type in the membership number or ID number and tap on the Search button.

NOTE: If the Member has not completed their profile, the ID number might not be available.  If the member does not have their Membership card or number and the record does not display under the ID number, the shop owner does have access to the Database to search for the membership number using other fields.

Earn Points – Capture transaction details

STEP 1 – Scan or do a Lookup – Ensure you have the correct Client profile

STEP 2 – Tap on the Earn Points Option

STEP 3 – Insert the Transaction details – the Invoice number and the value that the client should receive points on – this might differ from the full value as some items have a lower profit margin.  Tap on the Submit button to continue.

STEP 4 – The transaction will now load the points on the account based on the Rand value you inserted.

NOTE: The loading of transactions might take up to 24 hours as there might be returns etc.  Every store also have a floor limit that means the Store Owner has to authorize transactions above a certain value before the points are calculated.

STEP 5 – Print a Slip – The slips do not print automatically as stores might have different processes.  The information contained on the Store vs the Client slip differs slightly as the Customer slip includes reference to the Terms & Conditions as well as the Call Centre number should there be any queries.

Once you tap on the Finish button, you will be logged out of your session as a cashier which will allow the next cashier to use the same device but with a different PIN number.

Process a Redemption - Pay with Points

STEP 1 – Scan or do a Lookup – Ensure you have the correct Client profile

STEP 2 – Tap on the Pay with Points Option

STEP 3 – Insert the Transaction details – the Invoice number and the value that the client wants to pay with his points – this might differ from the full invoice value.  Tap on the Submit button

STEP 4 – The client should have a PIN code that is linked to his profile.  Insert the PIN code to validate the transaction.  The transaction will be processed and the points will be deducted from the Clients' balance. 

NOTE: If the Client do not have a PIN, Please request them to log into their profile and set it up as they will not be able to pay with points without the PIN.

STEP 5 – Print a Slip – The slips do not print automatically as stores might have different processes.  The information contained on the Store vs the Client slip differs slightly as the Customer slip includes reference to the Terms & Conditions as well as the Call Centre number should there be any queries.

Device Settings - Settings

The Settings page reflects the original configuration done with the Call Centre.

If the device moves from one store to another or is replaced, the terminal settings can be adjusted to link the device to another store.

STEP 1 – Log into the section with the original Store PIN – the one you used to do the original linking.

Options available:

Refresh Settings - Please note that you will need to contact the Call Centre to assist with new settings.  This function can be used if for example the Floor limit has been changed and you want to sync the device to the system.

Reset Device – This option will remove the current settings on the device meaning that it will no longer be linked to the store.  You can then either link it to another store, set a replacement etc.  After this option has been selected, and confirmed, staff will no longer be able to access any of the functionality such as  transactions or enrolments.

Possible device errors:

•    Printing Problems:

Make sure the paper is inserted correctly & that the paper is going up, and over the printer lid, away from you. 

•    Device not charging:

Try another plug point. If this fails ,contact our helpdesk as the battery or charger may be faulty. 

•    Transaction Failed:

Device should be on mobile data only. Retry to make sure the  card is not damaged or move to stronger connectivity spot.