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Updated January 04, 2026

Points Earning Rules

Points Earning Rules in Reward Points Settings allow you to configure how customers earn reward points on their purchases. You can set earning rates, conditions, minimum requirements, and special earning rules. This guide covers all points earning configuration options.

Accessing Points Earning Rules

To configure points earning rules:

  1. Navigate to SettingsReward Points Settings
  2. Click on "Points Earning Rules" or "Earning Configuration"
  3. Configure earning rules as needed

Basic Earning Rate

Standard Earning Rate

Set the default points earning rate:

  • Points per Currency Unit: Points earned per unit of currency (e.g., 1 point per ₹100)
  • Percentage Based: Points as percentage of purchase amount (e.g., 1% = 1 point per ₹100)
  • Fixed Points: Fixed points per transaction (e.g., 10 points per purchase)
  • Currency: Currency for earning calculations

Earning Rate Examples

  • 1 point per ₹100: Customer earns 1 point for every ₹100 spent
  • 2 points per ₹100: Customer earns 2 points for every ₹100 spent
  • 5 points per ₹1000: Customer earns 5 points for every ₹1000 spent
  • 10 points per transaction: Fixed 10 points regardless of amount

Earning Conditions

Minimum Purchase Requirements

Set minimum purchase amounts to earn points:

  • Minimum Purchase Amount: Minimum transaction amount to earn points
  • No Minimum: Earn points on any purchase amount
  • Tiered Minimums: Different minimums for different earning rates

Eligible Transactions

Define which transactions earn points:

  • All Sales: Points on all sales transactions
  • Paid Sales Only: Points only on fully paid sales
  • Exclude Returns: No points on return transactions
  • Exclude Discounted Items: No points on discounted items
  • Specific Invoice Types: Points only on specific invoice types

Customer Eligibility

  • All Customers: All customers earn points
  • Registered Customers Only: Only registered customers earn points
  • Customer Groups: Points only for specific customer groups
  • Exclude Customers: Exclude specific customers from earning

Tiered Earning Rates

Multiple Earning Tiers

Set different earning rates based on purchase amount:

  • Tier 1: Lower earning rate for smaller purchases
  • Tier 2: Higher earning rate for medium purchases
  • Tier 3: Highest earning rate for large purchases
  • Unlimited Tiers: Add as many tiers as needed

Tier Configuration Example

  • ₹0 - ₹1000: 1 point per ₹100
  • ₹1001 - ₹5000: 1.5 points per ₹100
  • ₹5001 and above: 2 points per ₹100

Category-Based Earning

Item Category Rules

Set different earning rates for different item categories:

  • Category-specific Rates: Different rates per category
  • Exclude Categories: No points on certain categories
  • Bonus Categories: Higher earning rates for specific categories

Category Examples

  • Food Items: 2 points per ₹100
  • Beverages: 1 point per ₹100
  • Desserts: 3 points per ₹100
  • Excluded Items: No points on discounted items

Special Earning Rules

Bonus Points

  • First Purchase Bonus: Extra points on first purchase
  • Birthday Bonus: Bonus points on customer birthday
  • Anniversary Bonus: Bonus points on customer anniversary
  • Seasonal Bonuses: Special bonuses during seasons/events

Promotional Earning

  • Double Points Days: Double earning on specific days
  • Weekend Bonus: Extra points on weekends
  • Time-based Bonuses: Bonus points during specific times
  • Promotion Codes: Special earning rates with promo codes

Referral Points

  • Referral Bonus: Points for referring new customers
  • Referral Earning: Points when referred customer makes purchase
  • Referral Limits: Maximum referral points per customer

Points Calculation

Calculation Method

  • Before Discount: Calculate on original amount
  • After Discount: Calculate on discounted amount
  • Exclude Tax: Calculate on amount excluding tax
  • Include Tax: Calculate on amount including tax

Rounding Rules

  • Round Up: Always round up to next point
  • Round Down: Always round down
  • Round Nearest: Round to nearest point
  • No Rounding: Allow fractional points

Points Earning Limits

Maximum Points per Transaction

  • No Limit: Unlimited points per transaction
  • Maximum Points: Cap on points per transaction
  • Daily Limit: Maximum points per day per customer
  • Monthly Limit: Maximum points per month per customer

Minimum Points

  • Minimum per Transaction: Minimum points even for small purchases
  • No Minimum: Points only if calculated amount is positive

Points Posting

When Points are Awarded

  • Immediate: Points awarded immediately on purchase
  • On Payment: Points awarded when payment is received
  • On Invoice Completion: Points when invoice is finalized
  • Manual Approval: Points require manual approval

Points Reversal

  • On Return: Automatically reverse points on return
  • On Cancellation: Reverse points on invoice cancellation
  • Manual Reversal: Allow manual points reversal

Customer Communication

Points Notification

  • Earning Notification: Notify customers when points are earned
  • Points Balance: Show points balance on invoices
  • Points Statement: Provide points earning statement
  • Email/SMS Alerts: Send alerts for points earned

Saving Earning Rules

After configuring points earning rules:

  1. Review all earning rates and conditions
  2. Test calculations with sample amounts
  3. Click "Save" or "Update Rules"
  4. Rules will apply to new transactions
  5. Test with a sample sale to verify

Best Practices

  • Clear Rules: Set clear and simple earning rules
  • Sustainable Rates: Set rates that are financially sustainable
  • Test Calculations: Test earning calculations before going live
  • Customer Communication: Clearly communicate earning rules to customers
  • Regular Review: Review and adjust rates based on program performance
  • Balance: Balance customer benefits with business costs

Related Settings

Points earning rules work together with:

  • Points Redemption Rules: Earning and redemption should be balanced
  • Points Expiry Settings: Expiry affects effective value of earned points
  • Customer Settings: Customer eligibility affects earning

Well-configured earning rules incentivize purchases and build customer loyalty!

Tags:
Settings Configuration