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Knowledge BaseLoyalty & Points

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Knowledge Base

Complete Guide to Loyalty & Points

Learn how to enable the loyalty program, how customers earn and redeem points at the cashier, and how to configure settings and points expiry.

What is the Loyalty Program?

KasWarung's Loyalty Program lets customers earn points from every purchase. Accumulated points can be redeemed as a discount on the next transaction. You configure everything in the Management Portal (app.kaswarung.com) — earn ratio, point value, and expiry — then the cashier automatically calculates and applies points in the POS app.

Core Concepts

The building blocks of the loyalty program

Earning Points

Customers automatically earn points every time they complete a transaction. The number of points is calculated based on the ratio you configure (e.g., 1 point per Rp 10,000 spent). Points are added to the customer's balance after the transaction completes.

💡 Example:

Ratio: 1 point per Rp 10,000 → customer spends Rp 150,000, earns 15 points automatically

  • Points auto-calculated at checkout
  • Configurable ratio: 1 point per Rp X spent
  • Recorded in customer loyalty history
  • Synced to portal in real-time

Redeeming Points

Customers can redeem accumulated points as a discount at checkout. The cashier enters the number of points to redeem, and the system calculates the discount based on the configured point value.

💡 Example:

Point value: 1 point = Rp 500 → customer redeems 20 points, gets Rp 10,000 off the total

  • Cashier selects points to redeem
  • Point value configured in portal (1 point = Rp X)
  • Discount applied to transaction total
  • Points balance auto-deducted after redemption

Manual Adjustments

Owners or managers can manually add or deduct points from a customer's balance in the Management Portal. Useful for corrections, compensations, or special bonuses.

💡 Example:

Add 50 points to a VIP customer as a birthday bonus, or deduct 10 points for a data correction

  • Add or deduct points manually
  • Done from the customer detail page in portal
  • Complete adjustment history recorded
  • Can be used for bonuses or corrections

Points Expiry

You can configure points expiry so unused points automatically expire after a set period. The system automatically removes expired points daily.

💡 Example:

Expiry: 365 days → points earned on January 1 will expire on the following January 1 if not used

  • Configurable expiry period in days (optional)
  • Expired points auto-removed by system daily
  • Customers see expiry info at checkout
  • Set to 0 or leave empty for no expiry

How to Enable Loyalty

Step-by-step guide in the Management Portal

1

Open Loyalty Settings

Log in to app.kaswarung.com → go to Settings → scroll to the Loyalty section. Toggle to enable the loyalty program.

2

Set the Earn Ratio

Define how many points a customer earns per Rupiah spent. Example: 1 point per Rp 10,000. The smaller the amount, the more points customers accumulate.

3

Set Point Redemption Value

Define the Rupiah value per point when redeemed. Example: 1 point = Rp 500. This determines how much discount customers get when redeeming points.

4

Configure Expiry (Optional)

Set the number of days until points expire. Example: 365 days means points are valid for 1 year. Leave empty or set to 0 for points that never expire.

5

Save & Activate

Click Save. Loyalty config auto-syncs to all cashier apps. Cashiers will see loyalty point options at checkout when a registered customer is selected.

How It Works in the Cashier App

Points are automatically calculated and applied at checkout

Automatic Point Earning

When a cashier selects a registered customer at checkout, the system automatically calculates points to be earned based on the total spend. Points are added to the customer's balance after the transaction completes.

Calculation Formula

Points = Total Spend ÷ Ratio. Example: Rp 150,000 ÷ Rp 10,000 = 15 points

Automatic at Checkout

Cashier doesn't need to calculate manually. System displays points to be earned on the checkout screen.

Redeeming Points as Discount

On the checkout screen, the cashier can see the customer's point balance and enter the number of points to redeem. The system calculates the discount (points × point value) and deducts it from the total. Redeemed points are automatically subtracted from the customer's balance.

Important Note

Loyalty only works when a registered customer is selected at checkout. Transactions without a customer don't earn points. Make sure cashiers select the customer before processing payment.

Where Does Loyalty Appear?

Loyalty points are visible across the ecosystem

Checkout Screen (Cashier)

Shows current points balance, points to be earned, redemption options, and points expiry info if configured.

Receipt / Struk

Receipts show points earned and points redeemed (if any), giving customers full transparency.

Customer Detail (Portal)

Customer detail page shows current points balance and complete loyalty transaction history.

Loyalty Settings (Portal)

Configure earn ratio, redemption value, and points expiry from the Settings page.

Customer Reports

Customer reports show total points earned, redeemed, and current balance per customer.

Frequently Asked Questions

Do customers need to register to earn points?

Yes. Loyalty points only apply to registered customers. The cashier must select the customer at checkout for points to be counted. You can register customers from the portal or directly from the cashier app.

What happens if a transaction is voided?

Points earned from a voided transaction are automatically deducted from the customer's balance. If the customer redeemed points on that transaction, those points are also restored.

Can customers redeem more points than their balance?

No. The system limits redemption to the available points balance. Cashiers can only enter an amount up to the customer's current point balance.

How do I view a customer's points history?

Go to the Customers menu in the portal → click a customer → view the Loyalty tab. There you can see the current balance and all earn, redeem, and adjustment history.

Can I change the points ratio after customers have earned points?

Yes. Ratio changes only affect future transactions. Points already earned remain in the customer's balance and can be redeemed at the current redemption value.

Ready to Start a Loyalty Program?

Log in to the portal and enable the loyalty program. Customers start earning points automatically from every purchase.

Open Portal Now