{"id":11707,"date":"2018-02-28T12:15:31","date_gmt":"2018-02-28T12:15:31","guid":{"rendered":"https:\/\/kb.sambapos.com\/?p=11707"},"modified":"2018-06-06T12:43:56","modified_gmt":"2018-06-06T12:43:56","slug":"2-4-9-how-to-set-loyalty-card-sambacard","status":"publish","type":"post","link":"https:\/\/kb.sambapos.com\/en\/2-4-9-how-to-set-loyalty-card-sambacard\/","title":{"rendered":"2.4.9. How to Set Loyalty Card (Sambacard)?"},"content":{"rendered":"

It is necessary to create a different type of account for customer cards. So that it will be easier to track customer accounts and customer cards separately.<\/p>\n

Adding Accounts<\/h2>\n
\n

In the example card name selected as Sambacard, it is possible to give any name to the card.<\/p><\/blockquote>\n<\/div>\n

Go to Manage > Accounts > Account Types<\/strong>\u00a0from here click on Add Account Template<\/strong> link.<\/p>\n

\"\"<\/p>\n

    \n
  • \n
    Name:<\/strong>\u00a0Write a proper name for the account template. (For example; Sambacard Accounts)<\/div>\n<\/li>\n
  • \n
    Filter Type:<\/strong>\u00a0Select all template.<\/div>\n<\/li>\n
  • \n
    Rules:<\/strong>\u00a0Select default template.<\/div>\n<\/li>\n<\/ul>\n

    After completing necessary fields, click on Save<\/strong> button.<\/p>\n

    System will create an account for each card which works as creditor and supposed to be given to the customers.\u00a0 It is necessary to add account transaction type for money installation to these cards.<\/p>\n

    Information:\u00a0<\/strong>SambaPOS is a simplified account system for restaurants. It works on double recording principle. If a card account is credited then another account must be debited. In this way accounts keep their balances. This is why it is necessary to create an\u00a0account called Sambacard Sales, under Sales Accounts.<\/p><\/blockquote>\n

    Go to Manage > Accounts > Accounts<\/strong> from here click on Add Account<\/strong> link.<\/p>\n

    \"\"<\/p>\n

      \n
    • \n
      Account Name:<\/strong>\u00a0Write a proper name for account. (For example; SambaCard Sales)<\/div>\n<\/li>\n
    • \n
      Account Template: <\/strong>Select Sales Account template.<\/div>\n<\/li>\n<\/ul>\n

      After completing necessary fields, click on Save<\/strong> button.<\/p>\n

      It is necessary to create an account transaction which crediting card account, debiting card sales account.\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0Go to Manage > Accounts > Transaction Types<\/strong> from here click on Add Account Transaction Type<\/strong> link.<\/p>\n

      \"\"<\/p>\n

      \n
        \n
      • \n
        Account Transaction Type Name:<\/strong>\u00a0Write the name of account transaction type. (For example; SambaCard Sales)<\/div>\n<\/li>\n
      • \n
        Source Account Type (Debit):<\/strong>\u00a0Select account type which was created on previous step. (In the example; SambaCard Accounts)<\/div>\n<\/li>\n
      • \n
        Target Account Type (Credits): <\/strong>Select Sales Accounts template.\u00a0<\/strong><\/div>\n<\/li>\n
      • \n
        Default Target Account: <\/strong>Select account which was created on previous step. (In the example; SambaCard Sales)<\/div>\n<\/li>\n<\/ul>\n

        After completing related fields, click on Save button.<\/p>\n

        It is necessary to create a document type in order to make it easier to handle the process for the users. Go to Manage > Accounts > Document Types<\/strong> from here click on Add Document Type<\/strong> link.<\/p>\n<\/div>\n

        General Settings Section;<\/h4>\n

        \"\"<\/p>\n

          \n
        • \n
          Name:<\/strong>\u00a0Write the name of document type. (For example; Card Refill Process)<\/div>\n<\/li>\n
        • \n
          Button Header:<\/strong>\u00a0The field to be seen on the button. (For example; Card Refill)<\/div>\n<\/li>\n
        • \n
          Account Template:<\/strong>\u00a0Select previously created account template. (In the example; SambaCard Accounts)<\/div>\n<\/li>\n
        • \n
          Description Template:<\/strong>\u00a0Field to write a proper description.<\/div>\n<\/li>\n
        • \n
          Document Type:<\/strong>\u00a0Select account transaction which was created by clicking on Add Account Transaction Type link. (In the example; SambaCard Sales)<\/div>\n<\/li>\n<\/ul>\n

          Mappings Section;<\/h4>\n
          \n

          Add at least one line to select Card Refilling process will be running under which terminal, role and department.<\/p>\n

          \"\"<\/p>\n

          After completing necessary fields, click on Save<\/strong> button.<\/p>\n<\/div>\n

          Adding Entity<\/h2>\n
          \n

          In order to make card selection, on the ticket go to Manage > Entities > Entity Types<\/strong> from here click on Add Entity Type<\/strong> link.<\/p>\n<\/div>\n

          General Settings Section;<\/h4>\n

          \"\"<\/p>\n

          \n
            \n
          • \n
            Name:<\/strong>\u00a0Write the name of entity type. (For example; SambaCard Customer Card)<\/div>\n<\/li>\n
          • \n
            Entity Name:<\/strong>\u00a0Write the name of Entity. (For example; SambaCard)<\/div>\n<\/li>\n<\/ul>\n<\/div>\n

            Custom Fields Section;<\/h4>\n

            \"\"<\/p>\n

            Add a new custom field by clicking on Add Custom Field<\/strong> link. In the example card number will be used as entity name. For other information, use fields that are created as custom fields. It is possible to create more custom field according to need.<\/p>\n

            Account Section;<\/h4>\n

            \"\"<\/p>\n

              \n
            • \n
              Account Template:<\/strong>\u00a0Select related account template.<\/div>\n<\/li>\n
            • \n
              Account Name Template: <\/strong>Write\u00a0SC-[Customer Name] – [Phone] formula into this field.<\/div>\n<\/li>\n<\/ul>\n

              After completing necessary fields, click on Save<\/strong> button.<\/p>\n

              \n

              About this subject\u00a0there is an important point. It is not necessary to add an account for each created SambaCard. These cards can be used as promotion too. In case of the person who was given the card, will be using it as a payment method then it is necessary to add an account for the card. It is possible to give a SambaCard to each customer but account should be opened only for the customers who will be worked with an open customer account.<\/p><\/blockquote>\n

              Add an entity screen for selecting or adding card etc. Go to Manage > Entities > Entity Screens<\/strong> from here click on Add Entity Screen<\/strong> link.<\/p>\n<\/div>\n

              General Settings Section;<\/h4>\n

              \"\"<\/p>\n

                \n
              • \n
                Name:<\/strong>\u00a0Write the name of entity screen. (For example; SambaCard)<\/div>\n<\/li>\n
              • \n
                Ticket Type:<\/strong>\u00a0Select Ticket template.<\/div>\n<\/li>\n
              • \n
                View Mode:<\/strong>\u00a0Select Search template.<\/div>\n<\/li>\n<\/ul>\n

                Entity List Section;<\/h4>\n

                \"\"<\/p>\n

                \n
                  \n
                • Entity Type:<\/strong>\u00a0Select related entity type. (In the example; SambaCard Customer Card)<\/li>\n<\/ul>\n<\/div>\n

                  Mappings Section;<\/h4>\n

                  Add at least one line in mappings section.<\/p>\n

                  \"\"<\/p>\n

                  After completing necessary fields, click on Save<\/strong> button.<\/p>\n

                  Usage of SambaCard Entity Type on Ticket<\/h2>\n
                  \n

                  Go to Manage > Tickets > Ticket Types<\/strong> from here double click on currently used ticket type and open the editing mode.<\/p>\n

                  \"\"<\/p>\n

                  From Entity Type List click on Select link and add related entity type that was created on previous step (SambaCard Customer Card)<\/p>\n

                  After completing necessary fields, click on Save<\/strong> button.<\/p>\n

                  Adding Payment Type<\/h2>\n
                  \n

                  For debiting card accounts, it is necessary to add an account transaction. Go to Manage > Accounts > Transaction Types<\/strong> from here click on Add Account Transaction Type<\/strong> link.<\/p>\n<\/div>\n<\/div>\n

                  \"\"<\/p>\n

                  \n
                    \n
                  • \n
                    Account Transaction Type Name:<\/strong>\u00a0Write a proper name for account transaction type. (For example; SambaCard Account Transaction)<\/div>\n<\/li>\n
                  • \n
                    Source Account Type (Debit): <\/strong>Select Receivable Accounts template.<\/div>\n<\/li>\n
                  • \n
                    Target Account Type (Credit): <\/strong>Select related account type (In the example; SambaCard Accounts)<\/div>\n<\/li>\n
                  • \n
                    Default Source Account:<\/strong> Select Receivables template.<\/div>\n<\/li>\n<\/ul>\n

                    After completing necessary fields, click on\u00a0Save<\/strong>\u00a0button.<\/p>\n

                    To add a payment button to be used on the POS screen;\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0Go to Manage > Tickets > Payment Types<\/strong> from here click on Add Payment Type<\/strong> link.<\/p>\n<\/div>\n

                    General Settings Section;<\/h4>\n

                    \"\"<\/p>\n

                    \n
                      \n
                    • \n
                      Template Name:<\/strong>\u00a0Write the name of payment type.<\/div>\n<\/li>\n
                    • \n
                      Account Transaction Type:<\/strong>\u00a0Select previously created account transaction type (In the example; SambaCard Account Transaction)<\/div>\n<\/li>\n<\/ul>\n<\/div>\n

                      Mappings Section;<\/h4>\n

                      Add at least one line in the mappings section.<\/p>\n

                      \"\"<\/p>\n

                      \n

                      After completing necessary fields, click on\u00a0Save<\/strong>\u00a0button.<\/p>\n<\/div>\n

                      Sample Practice<\/h2>\n
                      \n

                      In the example\u00a0on the POS screen, there is a button named SambaCard but there is no data yet because it is necessary to make card addition process.<\/p>\n

                      \"\"<\/p>\n

                      Add a card by clicking on New SambaCard button.<\/p>\n

                      \"\"<\/p>\n

                        \n
                      • \n
                        Name:<\/strong>\u00a0Field to write the card number.<\/div>\n<\/li>\n
                      • \n
                        Customer Name:<\/strong>\u00a0Field to write the name\/surname of customer.<\/div>\n<\/li>\n
                      • \n
                        Phone:<\/strong>\u00a0Field to write the phone number of customer.<\/div>\n<\/li>\n
                      • \n
                        Address:<\/strong>\u00a0Field to write the address of customer.<\/div>\n<\/li>\n<\/ul>\n

                         <\/p>\n

                          \n
                        • Save:<\/strong>\u00a0Creates the card, goes back to search screen.<\/li>\n
                        • Select SambaCard:<\/strong>\u00a0Creates the card opens a new ticket.<\/li>\n
                        • Create Account:<\/strong>\u00a0Creates the card and opens the related account. Creates a new ticket.<\/li>\n<\/ul>\n

                          Customer might be using the card as a payment type, it is necessary to click on Create Account<\/strong> button. If selected one of other options, card still will be added but customer won’t be able to use it for payment.<\/p>\n<\/div>\n

                          \"\"<\/p>\n

                          Created card will be seen like in the image above. Account Details button is active because of related account has been created. Click on Account Details button.<\/p>\n

                          \"\"<\/p>\n

                          Account details of the customer who is owner of the card, is like in the image above. To fill the card click on Card Refill <\/strong>button.<\/p>\n

                          \"\"<\/p>\n

                          Write installation amount into amount field and click on Save button.<\/p>\n

                          \"\"<\/p>\n

                          The card will be waiting on the screen as selected. In case of you forget creating account for the card or if you want to fill a card without account, configure necessary editings by clicking on Edit SambaCard button.<\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"

                          It is necessary to create a different type of account for customer cards. So that it will be easier to track customer accounts and customer cards separately. Adding Accounts In the example card name selected as Sambacard, it is possible to give any name to the card. Go to Manage > Accounts > Account Types\u00a0from […]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,16],"tags":[],"class_list":["post-11707","post","type-post","status-publish","format-standard","hentry","category-installation","category-2-4-sambapos-advanced-setup"],"_links":{"self":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/11707","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/comments?post=11707"}],"version-history":[{"count":7,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/11707\/revisions"}],"predecessor-version":[{"id":14535,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/11707\/revisions\/14535"}],"wp:attachment":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/media?parent=11707"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/categories?post=11707"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/tags?post=11707"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}