Customer loyalty and rewards

Turn the completed sale into the next visit.

Recognize the customer at checkout, preserve the purchase history behind the relationship, and let one active rewards mode carry earned value into a future visit. LiftedPOS keeps the customer, sale, cash-back wallet or punch record, redemption, and refund reconciliation inside one operating product.

Run the seeded demo Plan my assisted launch

Choose One active program mode for the tenant. Recognize Attach the customer to the completed sale. Return Carry earned value into the next visit.

A merchant selects the rewards model that fits the tenant: configurable tiered cash back or configured punch programs. The register, member display, and return record follow that choice.

ONE TENANT MODE · REAL SEEDED PRODUCT PROOF · COHERENT RETURN RECORDS

LiftedPOS cash-back member wallet and tier progress

Seeded demo data. The member drawer shows an example wallet, tier, rolling spend, and progress state from a configured demo tenant. Its values illustrate product behavior, not universal program terms.

Repeat-customer operating value

Keep recognition connected to what the customer actually bought.

LiftedPOS attaches the existing customer to checkout, carries the completed sale into the configured reward record, and keeps available value, redemption, and return reconciliation close to the purchase that created them. The next cashier sees useful relationship context without rebuilding it from another tool.

One sale, two program paths

The tenant chooses one earn path, then the record follows it.

The branch is exclusive: one active rewards mode governs earning for the tenant. Cash-back and punch are two configuration choices, not two earn calculations placed on the same customer sale.

IDENTIFYAttach the existing customer.
Select the customer at the register or let the existing profile identify through the linked display so the sale and customer history share the same context.
COMMITTED SALEComplete the transaction record.
The tendered sale commits first, preserving the commercial transaction before the configured reward path begins its separate recording work.
ONE ACTIVE REWARDS MODE Follow the tenant's configured model.

CASH-BACK
Use tier settings and rolling spend to calculate wallet value under the tenant's cash-back configuration.

PUNCH
Use the merchant's qualifying visit, category, or product rules to advance an active punch program.
EARNWrite value after commit.
Add configured cash-back value and its ledger entry, or add qualifying punch progress and create vouchers when a target fills.
REDEEMUse the available record deliberately.
Apply available wallet value within its controls, or let authorized staff mark an issued voucher redeemed through the guarded product action.
REFUNDReconcile the selected mode.
Record the proportional wallet effects for cash back, or apply the full-refund punch and voucher rules tied to the source sale.

Program diligenceOpen the economics, voucher, display, and refund records

Cash-back mode

Make earned value visible from tier progress to wallet redemption.

The cash-back path connects configurable tier economics to a customer wallet and a ledger that can be read after the sale.

Configure the tier ladder for the merchant.

LiftedPOS presents Standard, Silver, Gold, and Platinum tier context while the merchant configures the thresholds and cash-back percentages used by the tenant. Those settings make the program specific to the business instead of turning a sample percentage into a product-wide promise. The customer record can show current tier, lifetime cash back, wallet balance, and the progress needed to reach the next configured tier.

Tier calculation uses rolling 12-month spend. Seeded thresholds and balances demonstrate the configurable tier structure and connected record rather than universal program economics.

Record earning and redemption as wallet activity.

After an eligible completed sale, the configured percentage produces cash-back value for the active tier. LiftedPOS records the earn and updates the cash-back wallet atomically with its ledger activity. When the customer chooses to use value on a later sale, the redemption path validates that the amount is positive and does not exceed the available balance before recording the deduction. Staff therefore work from a current available amount rather than an informal note.

Keep returns coherent with the original sale.

Refund reconciliation preserves the relationship between merchandise, earned value, and wallet usage. A proportional cash-back reversal removes the matching earned share when part or all of a sale returns. If wallet value was redeemed on the source sale, the corresponding redeemed share can be restored proportionally as refunds accumulate. The record conserves the full amount across multiple partial returns so the customer history and wallet remain aligned with the commercial outcome.

Punch mode and vouchers

Connect the qualifying purchase to progress, the filled target, and the redemption action.

The punch path gives a merchant concrete visit, category, or product rules and turns a filled target into a named voucher record staff can control.

LiftedPOS punch progress and issued voucher with staff redemption

Seeded demo data. The member drawer shows configured punch cards, progress toward their targets, an available reward description, an issued voucher code, and the staff action for redemption.

Define what qualifies.

A punch program can add one punch for a qualifying visit or for qualifying items under category and product configuration. These visit, category, or product rules let the merchant tie progress to the behavior the program is meant to encourage. The active program carries its configured target and reward description, so the customer record can explain what is being earned and what becomes available when the target fills.

The completed sale is the source for the earn record. LiftedPOS updates the active card and can issue more than one voucher when one purchase crosses multiple configured targets. Each voucher stays tied to its source sale with its code and reward description.

Turn a filled target into a controlled state.

An issued voucher is a durable redemption record. It is not described as an automatic sale adjustment. Staff can see available vouchers in the member context, review the code and reward description, and use the permission-aware action for staff redemption. The guarded transition changes an eligible voucher from issued to redeemed, making the action explicit for the employee and preserving the state for later review.

Apply the punch-specific return rule.

A full refund reverses punch progress connected to the refunded sale. LiftedPOS also revokes still-issued vouchers created from that source sale so unredeemed value does not remain detached from the qualifying purchase. Redeemed vouchers retain their recorded state. That distinction keeps historical staff redemption intact while the active punch balance and available voucher set reflect the full return.

Completed-sale integrity

The sale remains the sale.

Reward earning runs after the sale commits. The completed sale remains complete while LiftedPOS records the rewards outcome separately.

This ordering protects the transaction record that checkout just created. The customer can still receive the configured earning outcome, while the core sale is not made contingent on the post-sale reward step. For an operator, that means the commercial record and the reward record have clear responsibilities: the first proves what was sold and tendered, and the second carries the configured cash-back or punch result.

The same separation makes evaluation easier. During a demo, complete the transaction, inspect the sale, and then inspect the resulting wallet ledger or punch activity. The sequence demonstrates that customer value is connected to the source sale without redefining whether the sale completed.

Let the active mode meet the customer at checkout.

An existing customer can identify a profile at the linked display. LiftedPOS then sends the active customer context to the paired register and presents the mode configured for that tenant.

LiftedPOS customer display with wallet and tier

Cash-back display · seeded demo data

Show wallet and tier context.

The cash-back display can welcome the identified member with the available wallet, current tier, next-tier progress, and recent purchase context. That visibility gives the customer a clear reason to return while the paired register receives the identity needed for the sale.

LiftedPOS customer display with punch progress and available reward

Punch display · seeded demo data

Show progress and available reward context.

The punch display can show active cards, current fills, target progress, and an available voucher for the identified member. The public view reflects the same tenant mode and customer record staff use during the sale, keeping the customer-facing explanation close to the operational action.

The display is a customer-facing surface for the tenant's active configuration: wallet and tier for cash-back tenants, or program progress and available vouchers for punch tenants.

Merchant proof checklist

Evaluate the loyalty workflow from configuration through reconciliation.

Follow one seeded customer and one completed sale while the selected tenant mode stays visible.

Open Rewards and identify the tenant's active mode. Confirm whether the seeded store is configured for cash back or punch, then review the tier settings or active program rules that govern earning.
Open a seeded member record. In cash-back mode, inspect wallet, tier, lifetime value, and rolling spend. In punch mode, inspect active cards, targets, progress, and available vouchers.
Attach that member to a sale. Use the register or linked display flow to bring the existing customer identity into checkout and confirm the sale carries the intended customer context.
Complete the sale and inspect the result. Verify that the sale commits, then inspect the corresponding wallet-ledger activity or punch earn record created by the configured path.
Redeem available customer value. Use a valid positive wallet amount within the available balance, or have authorized staff redeem an eligible issued voucher through the product action.
Refund the source sale and inspect reconciliation. Confirm the proportional cash-back and wallet effects for the cash-back path, or the full-refund progress and still-issued voucher effects for the punch path.

This gives the buying team one observable path through recognition, earning, redemption, and return handling with real seeded records.

Customer loyalty questions

Understand the active mode, customer value, and transaction record.

These answers follow the same configured-mode model shown in the product proofs and operating rail.

Does LiftedPOS support cash-back and punch-card loyalty?

Yes. A LiftedPOS tenant uses one configured rewards mode: a tiered cash-back wallet or punch programs based on visits, categories, or products.

Can one tenant run both rewards modes at the same time?

One active rewards mode governs earning for the tenant, keeping the customer record and register experience consistent.

How does tiered cash back work?

The merchant configures tier thresholds and cash-back percentages. LiftedPOS uses rolling 12-month spend to show tier progress, calculates the configured value after an eligible sale commits, and records it in the customer's wallet and ledger.

What can earn a punch?

A merchant can configure visit, category, or product rules. A qualifying completed sale can add the corresponding punch progress to the customer's active program record.

What happens when a punch target is reached?

LiftedPOS fills the configured target and creates an issued voucher with its reward description and code. A sale that crosses more than one target can create more than one voucher.

How are wallet value and vouchers redeemed?

Available cash-back wallet value can be redeemed during a sale within the configured balance controls. An issued voucher uses a guarded staff redemption action that records its transition to redeemed.

What happens to rewards when a sale is refunded?

Cash-back mode supports proportional cash-back reversal and restoration of the redeemed wallet share. In punch mode, a full refund reverses punch progress, revokes still-issued vouchers from that sale, and redeemed vouchers retain their recorded state.

When does LiftedPOS process rewards for a completed sale?

Reward earning runs after the sale commits. The completed sale remains complete while LiftedPOS records the rewards outcome separately.