Disclaimer: This enhancement is done only for businesses where the value-based model is enabled.
Generally, businesses with multiple centers allow guests to redeem loyalty points across centers. For cross-center settlement, they need the amount to appear as payable for the center where the points are accrued, and as receivable for the center where the points are redeemed.
Moreover, a business can choose to post the value of the points for cross-center redemption.
A guest buys a package from the Los Angeles center for $500 and earns loyalty points worth $100. The guest took a service worth $100 in the California center and paid using loyalty points.
Based on the value model, when Zenoti syncs this redemption to the accounting platform, the value of the service $100 is posted as payable to the Los Angeles center and as receivable to the California center.
To configure posting of loyalty points redemption based on value
Navigate to Admin > Organization menu > Organizations > Integrations tab or Admin > Organization menu > Centers > Integrations tab.
Expand the Configuration tab and navigate to the Invoice section.
4. For Loyalty Points Model, select the Enable Cross Center check box.
The following fields appear.
Default Item for Loyalty Points Redemption (Receivable): Enter the item to be used to post the redemption as receivable for the center where the points are accrued (where there’s no redemption invoice – the redemption invoice is only in the center where the redemption is made).
Note: You can post this as an item or as a payment type.
Default Item for Loyalty Points (Payable)
Default Item for Loyalty Points Redemption (Payable): Enter the item to be used to post the redemption as payable for the center where the points are redeemed (where there’s no redemption invoice – the redemption invoice is only in the center where the redemption is made).
Note: You can post this as only an item.
8. Under the Sync section, click Save.
You can post the receivable amount as either an item or as payment. However, you can post the payable amount as only journal entries.
9. To post redemption amount as journal entries, expand the Payments Mapping tab and add and map the chart of accounts for receivable and payable.
10. To post redemptions as invoices, expand the Item Type Mapping tab and add and map the chart of accounts for receivable.
11. Click Save.
The integration is configured to post cross-center redemptions for loyalty points based on value.
Admin Sync – Sale Order Summaries report
You can verify the posting of cross-center redemptions for loyalty points in this report.
Cross Center Redemptions Report