Paytronix Loyalty Setup

Paytronix Loyalty Setup

Restrictions

• Version 10.1.19
  • Build ID 190617

Summary

Paytronix Loyalty integration allows for the Posting and Accurral of transaction dollars and/or items to the loyalty program from the POS transactions.  In addition Focus allows the user to redeem valid discounts and awards through the loyalty balance inquiry screen.  Once user is assigned to the seat/check Focus will retain the users account for redeeming rewards as well as posting transaction at check close.

Setup and Configuration

• Setup|Miscellaneous|Credit/Gift/Loyalty/Customer
  • Gift Cards/Loyalty
    • Select Paytronix in Loyalty Options Type field
    • Loyalty Options 
      • Production Server Information:
        • Merchant ID: <Patronix Provided>
        • Store Code: <Patronix Provided>
        • IP Address: api.pxsweb.com:443
        • Client ID: Contact FOCUS Helpdesk
        • Secret: Contact FOCUS Helpdesk
    • Test Environment
      • Domain: www.train.paytronix.com:1283
      • Username: Contact FOCUS Helpdesk
      • Password: Contact FOCUS Helpdesk
      • Merchant ID: <Patronix Provided>
      • Store Code: <Patronix Provided>
  • Save and Close
  • 
• Package Setup
  • Go to FOCUS Setup > Order Entry > Packages
  • Locate an unused package
  • Name the package with a name that is easy to recognize and allows your staff to know this is for Paytronix Loyalty (i.e. such as "Loyalty Points")
  • Build out your Package as follows:
    • 1 - Command: Select All
    • 2 - Command: Fire
    • 3 - Points
      • Under Package Options: check Paytronix (Redeem from Balance)
  • Place your newly created package on a canvas.
    
• Discount Setup
  • Subtotal Discount 
  • 
  • Reporting ID must match ID from paytronix
  • Optional to apply Subtotal Taxes
  • Only 1 Subtotal discount can be applied on a check 
• Item Discounts
  • 
  • Reporting ID must match ID from paytronix
  • multiple Item discounts may be applied, however only 1 per item
• Using Paytronix Loyalty
  • Start a check and ring your desired menu items.
  • Go to the canvas which has your newly created package
  • Click on the newly created package
  • The Paytronix Loyalty Lookup pop-up will appear: 
    
  • If you need to do a look up, you can hit the magnifying glass icon  to perform a lookup
  • Once a member has been found, you can select the rewards that you want to apply to their check:
  • Touch Apply Discounts and the applicable discounts will be applied to the check.