Use this guide to confirm that a branch’s Loyalty Program is enabled, properly configured, and successfully accumulating points on the POS.
A) Branch Setting Check (Required)
Go to: Branch Settings → Loyalty Program Setting
1) Has Customer Loyalty Program? (YES/NO)
What it does: Enables Loyalty Program for the branch.
If YES: the branch can start accumulating loyalty points (based on the active Pointing System).
If NO: no point accumulation will happen even if Pointing/Reward systems are configured.
CSR Action: Set to YES to activate loyalty earning for the branch.
2) Require to Scan Loyalty Card? (YES/NO)
What it does: Controls whether points will be earned only when a loyalty card is scanned during purchase.
If YES: the cashier must scan the loyalty card every transaction to earn points.
If NO: points can be earned as long as the transaction is tagged to a customer (based on the branch workflow).
CSR Tip:
For strict loyalty programs (physical membership required), set YES.
3) Validate Membership ID? (YES/NO)
What it does: Validates whether the loyalty card number is officially issued by Clibase.
If YES (recommended/default): non-Clibase card numbers are rejected, and points will not accumulate.
If NO: any entered membership number may be accepted (less secure).
CSR Action: Keep YES unless there is an approved exception.
B) Confirm the 2 Core Loyalty Modules (Required)
a) Pointing System (Earn Rules)
The module that defines how customers earn points—either by Amount Spent (e.g., ₱200 = 1 point) or Per Product (item-based points).
CSR must verify:
A Pointing System exists
Correct earning method and values are set
Schedule (Start/End) is correct
Is Active = YES
Reminder: only one active Pointing System at a time (per your system rule)
b) Rewards System (Redeem Rules)
The module that defines how points are converted into redeemable value (e.g., 10 points = ₱1), and how customers can redeem—As Discount or Redeem an Item.
CSR must verify:
A Rewards System exists
Conversion rate is correct
Redemption method is correct (discount vs item)
Schedule (Start/End) is correct
Is Active = YES
Reminder: only one active Rewards System at a time
C) First-Time Activation Testing (Required)
If it’s the first time enabling Loyalty for an account/branch, do a controlled test:
Step 1: Create/Use a Dummy Customer
Create a test customer profile (e.g., “LOYALTY TEST CUSTOMER”)
If Require Loyalty Card = YES, ensure a valid Clibase-issued card is available for scanning.
Step 2: Perform a Test Transaction on POS
Use a simple transaction amount that matches the Pointing System rule.
Example test scenario:
Pointing System: ₱200 = 1 point
Test sale: ₱200
Expected result: +1 point
If Carry-over is enabled, you may test:
Sale 1: ₱250 (expect +1 point + carry-over ₱50)
Sale 2: ₱150 (carry-over ₱50 applies → total ₱200 → expect +1 point)
Step 3: Confirm in Loyalty Points Logs
Go to Loyalty Points Logs module and search the dummy customer:
Check Current Loyalty Points increased as expected
Check Activity Info shows an Added entry with:
Date/Time
Action: Added
Invoice #
Amount
Pass criteria: You can see the correct points movement tied to the invoice.
D) Fast Troubleshooting Checklist (If points are not accumulating)
If points did not post, check in this order:
Has Customer Loyalty Program = YES
Pointing System Active and schedule is valid (Start/End)
If Require Loyalty Card = YES → card was scanned during transaction
If Validate Membership ID = YES → card number is Clibase-issued
Transaction is settled/paid (points typically post on settled transactions)
Check Loyalty Points Logs for any entry (Added/Deducted)
Common Questions
Branch says loyalty is “enabled” but customers are not earning points—what do I check first?
Start with Branch Settings: confirm Has Customer Loyalty Program = YES. Then confirm there is an active Pointing System with a valid schedule.
Customer scanned a card but still earned no points—what’s the most common cause?
If Validate Membership ID = YES, the card must be Clibase-issued. If the card number is not recognized as issued by Clibase, the POS will block point accumulation.
The merchant created a new Pointing/Rewards configuration and suddenly the old one stopped working—why?
Only one Pointing System and one Rewards System can be active at a time. If a new one becomes active (based on its schedule), it can automatically deactivate the previous one.
How can I prove to the merchant that points were added or deducted?
Use the Loyalty Points Logs module. Search the customer and reference the Activity Info section with the Action (Added/Deducted) plus the Invoice # and Amount.
What is the standard CSR acceptance test for first-time activation?
Run a dummy customer transaction on POS that matches the point rule (e.g., ₱200 = 1 point), then verify the Added entry and updated balance in Loyalty Points Logs.
