Customer-owned loyalty

What it does

Your own loyalty program: plans, cash back and members, kept in your shop.

What it does

• Each new customer, and each existing one at their first sale, joins your first plan. A sale earns cash back on what was bought; a gift card earns when it is spent, not when sold. A return takes back its share; a cancelled sale takes back all of it.
• Cash back is pending for your return window, then credited. Once a day each active member moves to the plan their spend reaches.
• A till key, Member, shows the customer's plan, cash back and what reaches the next plan.

How to set it up

• In Role Permissions Manager, give IVENDNEXT LYL Integration (the install makes it) read and write on Customer, and read on POS Invoice.
• Make the app's user: tick Is Desk User, give it the role IVENDNEXT LYL Integration alone and save. Then generate its API key (on the user, Settings, Generate Keys).
• Make a customer group for each plan, with a promotion for its member discount. Add your plans (IVENDNEXT LYL Plan), then an IVENDNEXT LYL Settings record with Title Default: the plan a new customer joins, currency, decimals, return window, walk-ins.
• On the feed registration IVENDNEXT LYL Loyalty, choose that user, tick Customer and POS Invoice and save. In the App library, open the app's Details and press Connect again.
• In POS Studio, open Apps, switch Member on for the till's theme and save.

Good to know

• This app needs a key from iVendNext or your partner.
• New customers and booked, returned and cancelled sales are read by loyalty.ivendnext.app, hosted by CitiXsys, with the app's user. Each Member press sends the sale, the cashier's email and the customer's name there.
• Joining or a move sets the customer's group to the plan's, replacing their old group and any price list or terms it gave. A System Manager can set a member Inactive to stop moves.
• Member cash, spending cash back at the till, is not offered: cash back is kept and shown.

Adds

5 new lists · 1 report · 3 links between records · 1 event feed · 1 till key

Used by

Retail manager, Store manager

Licence

Apache-2.0

Version and changes

Version 1.1.0 · 18 Oct 2026

1.1.0 (18 Oct 2026): First listed version, hosted by CitiXsys. Cash back is earned on what the customer bought, so a gift card earns once.