Configure stores to accept loyalty cards


This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack

Before a store can participate in a customer loyalty program, you must set up the store to accept a loyalty card. Some stores might not support a loyalty program.

Before you can set up a store to accept a loyalty card, you must set up the loyalty card as a payment method. For more information about how to set up a loyalty card as a payment method, see Set up loyalty payment methods.

  1. Click Retail > Common > Retail channels > Retail stores.

  2. On the Retail stores list page, select a store in the list. Alternatively, you can create a new store by clicking Retail store on the Action Pane.

  3. Click the Set up tab, and then, on the Action Pane, in the Set up group, click Payment methods.

  4. In the Payment method form, click New to create a new payment method.

  5. On the General FastTab, in the Payment method field, select the tender that you created for the loyalty card.

  6. In the remaining fields in the Payment method form, enter the information that is required for the store. For more information about how to configure payment methods for a store, see Set up store payment methods.

  7. In the Payment method form, on the Action strip, click Card setup.

  8. In the Card setup form, click New to add a new loyalty card number.

  9. On the General FastTab, do the following:

    • In the Card ID field, select the loyalty card that you set up.

    • Enter a name for the card type.

    • Select the Allow manual approval codes check box to indicate that a cashier can manually enter a loyalty card number if the card cannot be read correctly.

    • Select the Process locally check box to indicate that your company uses an internal loyalty transaction service.

    • Enter any other requirements that the store has for the loyalty program.

See also

About setting up loyalty programs

Set up loyalty payment methods

Stores (form)

Card setup (form)