Supplier Setup Guide
Complete guide to setting up and managing your reward programs
Increase Revenue
Reward programs encourage repeat purchases and larger order values
Build Loyalty
Keep customers coming back with tangible rewards and incentives
Track Performance
Monitor customer spending, reward effectiveness, and program ROI
Stand Out
Differentiate your business with professional reward programs
How It All Works Together
Your reward programs automatically award points, cashback, or stamps to customers when they make purchases. Customers can then redeem their accumulated rewards for the redeemable items you offer.
Example Flow: Customer buys £100 → Earns 5% cashback (£5) → Accumulates £10 total → Redeems for £10 Amazon Gift Card
Step-by-Step Instructions:
- Navigate to Profile Settings from the sidebar menu
- Complete your company information (name, address, contact details)
- Upload your company logo - this will appear on customer-facing materials
- Add a company description to help customers understand your business
- Save your changes
Impact on Customers:
Customers will see your logo and company information when viewing rewards and making purchases from you.
Step-by-Step Instructions:
- Go to 'My Programs' from the supplier menu
- Click 'Create New Program' button
- Choose a reward type:
- • Cashback - Customers earn a percentage back on purchases
- • Points - Customers collect points per £ spent
- • Vouchers - Issue vouchers for specific amounts
- • Stamp Cards - Customers collect stamps for rewards
- • Free Items - Offer free products after X purchases
- Set the reward rate (e.g., 5% cashback, 10 points per £)
- Set minimum spend requirements (optional)
- Add terms and conditions
- Activate the program
Impact on Customers:
Once activated, customers automatically earn rewards when they make purchases from you. They can view their earned rewards in their dashboard and redeem them when eligible.
Step-by-Step Instructions:
- Navigate to 'Manage Redeemables' (only available for parent companies)
- Click 'Create Reward' button
- Choose what customers can redeem:
- • Gift Cards - Amazon, retail vouchers, etc.
- • Cashback Credit - Convert points to cash credit
- • Free Item Vouchers - Specific products
- • Discount Vouchers - Percentage or fixed amount off
- • Physical Items - Branded merchandise, products
- Set the redemption cost (points, cashback value, or stamp cards)
- Upload an image for the reward
- Add stock limits if applicable
- Include terms and conditions
- Activate the reward
Impact on Customers:
Customers can browse available redeemable rewards and exchange their earned points, cashback, or completed stamp cards for these items. This gives them tangible value and incentivizes repeat purchases.
Note: Branches inherit redeemable rewards from their parent company
Step-by-Step Instructions:
- Go to 'Generate QR Codes' from the supplier menu
- Select the reward program you want customers to scan for
- The system will generate a unique QR code for your location
- Download or print the QR code
- Display it prominently at your checkout, entrance, or service counter
Customer Journey:
Impact on Customers:
Customers scan your QR code when making a purchase. This creates a scan record that you can then confirm and convert into a transaction, automatically awarding them the appropriate rewards.
Step-by-Step Instructions:
- Navigate to 'Confirm Scans' from the supplier menu
- You'll see a list of pending customer scans
- Review each scan - verify the customer and transaction
- Select the appropriate reward program to apply
- Click 'Process to Invoice' button
- Enter the transaction amount
- Add an order reference (invoice number, order ID)
- Submit - this creates the transaction and awards rewards automatically
Impact on Customers:
Once you confirm a scan and create the transaction, the customer immediately receives their rewards based on your active programs. They can see the transaction in their history and the new rewards in their dashboard.
💡 Pro Tips:
- • Process scans promptly to ensure customers receive timely rewards
- • Always verify the purchase amount is correct
- • Include order references for easier tracking and customer support
Step-by-Step Instructions:
- Go to 'Record Invoice' from the supplier menu
- Enter the customer's email address
- Fill in the customer's name and address
- Enter the transaction amount
- Add an order or invoice reference number
- Select the reward program to apply
- Choose the transaction date
- Submit the invoice
Impact on Customers:
When you manually record an invoice, the system automatically calculates and awards rewards to the customer based on the selected program. Customers see the transaction in their history and can immediately use or redeem their new rewards.
💡 Pro Tips:
- • Use this for customers who didn't scan a QR code
- • Perfect for phone orders, online orders, or regular account customers
- • Rewards are awarded instantly upon submission
Step-by-Step Instructions:
- Navigate to 'Import Transactions' from the supplier menu
- Download the CSV template provided
- Fill in your transaction data with columns:
- • customer_email
- • customer_name
- • customer_address
- • amount
- • order_reference
- • transaction_date
- • reward_program (optional - program name to apply)
- Upload your completed CSV file
- Review the import summary and any errors
- Confirm the import
Impact on Customers:
Bulk imports process all transactions and award rewards automatically. Customers will see multiple transactions and rewards appear in their account. This is ideal for retroactive rewards or monthly batch processing.
💡 Pro Tips:
- • Ensure email addresses are correct to match existing customers
- • Use consistent date format (YYYY-MM-DD)
- • Test with a small batch first
Need Help?
Our support team is here to help you succeed with your reward programs