2008 Procedure 25 Awards Program

The awards program offers an incentive to customers to volunteer valuable demographic data as well as encourages customer loyalty. Once in place, you build a powerful customer purchasing profile because you record purchasing history. Customers love it because they feel rewarded for their repeat business. The Awards feature assigns a percentage of a customer‟s expenditure as an "award" for his/her loyalty, much like the popular frequent flier promotions. The percentage is assigned on a per item basis, giving you the ability to tailor it for promotional purposes. When a customer purchases an item, the program calculates the award for that purchase and keeps a running balance of the award dollars. When the award dollars are redeemed, the program tracks the redemption and adjusts the balance. You can also generate a report that documents every transaction affecting the award dollars.

It is important to note that all awards transactions must be linked to a customer by selecting the customer‟s name in the Name field of the shopping cart.

Set Up Awards Option

1) Log into Fore! Reservations, and go to View | Fore! Sell.

2) File | Setup | Options.

3) Place a check in the Awards checkbox.

4) If the awards balance on receipts is desired, click the Receipts tab and check the Print Award Balance checkbox.

5) Click the OK button.

6) Close Fore! Sell with File | Exit.

7) Close Fore! Reservations with File | Exit.

Set Up Awards Category and Redemption Item

1) Create a Category for Awards.

2) Create an Awards Redeemed Item, a non-inventory item with a retail price or -$9,999.00 and a maximum discount of 100%. Enter 100 % in the Awards field.

Set Up Item Percentages

1) Log into Fore! Reservations, and go to View | Fore! Sell.

2) File | Setup | Sales Items.

3) Enter in the Awards percentage for one or more items by using the Detail or the Sheet view. There are many tools to sort items in the Sheet view for easy editing. Make sure that the Awards Redeemed item is set at 100 in the Awards field.

4) Once a percentage has been assigned to all items, click OK to save changes in the Sheet view.

Earning and Redeeming Award Dollars

Any time a customer is entered in the shopping cart, the appropriate percentage of each item in the transaction is tallied and allocated as award dollars. To redeem those dollars earned.

1) Log into Fore! Reservations.

2) View | Shopping Cart.

3) Identify the customer in the Name field, by searching by last name, phone number or pull-down menu.

4) After all the items for purchase have been placed on the screen, pull up the awards redeemed item.

a) If the balance of the customer‟s awards account is equal to or greater than the total of the transaction, then the full amount of the transaction appears as a negative value in the unit price of the awards redeemed item, thus zeroing out the transaction. Hold the mouse over the Redeemed item to display the balance in a balloon.

b) If the customer‟s awards account balance is less than the total of the transaction, the full amount available from his/her account appears as the unit price for the awards redeemed, leaving a balance of the transaction to be carried out as normal. Hold your mouse over the Redeemed item to see the balance in a balloon.

5) Carry the transaction through as normal, tendering a payment, if necessary for any amount due.

At any point the price of the awards can be changed. More details on the awards balance is available by clicking on the Customer tab, then the Sales tab, then the Awards subtab to see awards invoices. A report can be printed from this screen.

Earn Award Dollars, Calculate Balance, Print Report

1) Identify the customer in the Name field, by searching by last name, phone number or pull-down menu. Click on the Customer tab, then the Sales tab, then the Awards subtab to see the invoices that have affected the awards balance as shown above.

2) Hold the mouse over each receipt to see the details of each transaction.

3) If the customer wants a print out of his balance, click the Print Awards Report button at the bottom of the screen.

4) When the report appears in the Print preview window, click on the Printer button to print the report. The report shows the date, amount and invoice number of all the transactions that influenced the awards balance.

5) Close the print preview with the Windows close button in the upper right corner.

6) If further detail of a specific transaction is necessary, click the Invoices tab, click on the receipt and click the Print Receipt button at the bottom.

7) If balances for all customers are needed, select View | Reports | Awards from Fore! Sell.

Clearing Award Balance

Award balances are never cleared, but instead are calculated from a certain date. To set awards to expire on an annual basis, change the awards start date. For example, if awards for 2007 expire December 31, 2007, then from the Fore! Sell option screen (File | Setup | Options) select the awards date of January 1, 2008.