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Bonus system

Loyalty program: every purchase credits bonus points to the contact and the company — a percentage of the purchase amount. The balance shows in the card header.

Vector SRLDaniel

A loyalty bonus program: for every deal, points are accrued to the contact and the company — a percentage of the amount. The balance shows in the card header, points can pay for a purchase, and unused ones expire after half a year. Accrual happens on its own and isn't doubled on re-import.

How it is today

A loyalty program is counted in a separate spreadsheet: accruals are entered by hand, the client's balance isn't visible anywhere, and a manager can't say “how many points they have”.

What changes

Points are accrued on their own when a deal closes, and the balance shows right on the contact and company card. Points pay for a purchase, old ones expire by the rule — the loyalty program runs without manual bookkeeping.

What you get

  • Auto-accrual of points for a deal — a percentage of the amount
  • The balance in the contact and company card header
  • Tiered rules (VIP by turnover) and one-time bonuses
  • Redeeming points by hand on the client's card — when the client pays with points
  • Unused points expire after half a year
  • Re-exporting a deal from 1C doesn't double the points; editing the amount recalculates the accrual

How to connect

  1. 1Enable the appFree, in the Marketplace. Setup is on the app's card.
  2. 2Set the accrual rulesSet the “Base accrual percent”; if needed, turn on “Tiered accrual” (tiers by purchase amount, VIP by yearly turnover) and “Extra bonuses” — these are granted by hand with a button on the card.
  3. 3Work as usualPoints are accrued when a deal closes; the balance and operations show on the client's card.