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heysister
Level 1

Customer Loyalty reward

My client wants to start rewarding his customers 1% of their paid invoices over a period of time.  He does not have a POS system but uses CommonSku as a platform for his sales orders for the promotional products he sells.  He had a firm write a database program which takes a CommonSku report of paid invoices for each customer & calculates the amount of reward each customer has earned.  The database then sends him a report in CSV format of each customer's earned rewards & tracks the rewards used.  Can this CSV information be imported into QBO? or is there an easier way to do?  My client also wants to continually remind his customers of the rewards earned/available to entice them to buy more.  Any suggestions?  Thank you.

 

1 Comment
Fiat Lux - ASIA
Level 15

Customer Loyalty reward

You may import the reward as Credit Memo by TP Importer for Online.

https:// transactionpro.grsm.io/qbo

 

Prepare the template like this

RefNumberCustomerTxnDateLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailCurrencyExchangeRateShipAmtShipItemDiscountAmtDiscountRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
CM101Janice Johnson01/10/2020  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingCustomer Memo   12Shipping 0.02   Leather CaseLeather Case210  TAX
CM101Janice Johnson01/10/2020  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingCustomer Memo   12Shipping 0.02   Gift CardsGift Cards25  TAX
CM102Leonard Walker Inc01/10/2020  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Customer Memo          HandheldsPortable Game Player1100  TAX
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