Loyalty Plans can be setup in this table to be assigned to
selected customers or to be manually selected on rental documents,
to give the customer a discount on rentals on Worksheets,
Contracts, Reservations, Invoices, and Quotes, based on a loyalty
card.
The Loyalty Plan discount replaces any rental discount assigned to
the Customer Information or Site Information.
Note: Rental Products flagged to disallow discounts in the Rental Product Class are not eligible for any Loyalty Plan discounts.
An operator must be assigned a Security Role that allows permission to the Customer Management - Loyalty Plan Codes in order to access this table.
Note: If the Loyalty Plan is changed on the header of an existing document, any additionally added rental products will be given the discount per the new plan but any existing rental product details are not automatically updated with the discount amount from the new plan.
The prompts are:
Check this box to set the discount percent to apply to rentals
on the document.
This discount percent will over-ride then customer/site discount
percentage on the document header.
Note: Deleting a Loyalty Plan from this table removes the discount percent from use, but does not remove the Plan code from assignment in the Customer Codes window, nor does it remove any discounts given on existing documents.
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