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ViArt User's Guide (Version 3.6)
Please, see the list of all new features and fixed bugs that were made to all ViArt PHP Shopping Cart releases from version 2.1.1 up to the latest 3.5 version.
19. Bonus Points and Credits Module
19. Bonus Points and Credits Module
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Overview

Bonus Points functionality is an extremely useful feature for your site if you are interested in encouraging your clients by giving them an opportunity to accumulate points for their purchases and afterwords pay in your shop with their reward points. There are two types of bonuses in ViArt Shop: points and credits. The main difference between these two features is that credits work more like real credits and customer can decide how much of his credits he can spend on the order while points have more abstract meaning so it's not possible to pay for one product with points and money at the same time.

General Settings

The settings to activate bonus functionality are located in Products > Products Settings > 'Points and Credits' tab.

This page is divided into two sections: 'Points' and 'Credits'.

Points

The 'Points' section consists of the following settings:

  • Pay with Points System - with this option you either activate or inactivate the Points functionality.
  • Conversion rate for money to points - this is the rate which converts the price of the product to points. In other words, the price of the product multiplies on the number you specify in this field. For example, if you set the conversion rate to 2 and the price of your product is $100, then the point price will be 200. So, if you accumulate 200 points you are able to purchase that product with points.
  • Number of decimals for Points - this means in what format you would like your points to be displayed and calculated. If you specify '0' in this field, then your points will be displayed like 70. In case you specify '4' - maximum allowed value in this field - then the points’ amount will be equal to 70.0000.
  • Show Points Price - you may select where to show points price: on products details page, on products listing page, on basket, on checkout pages and on invoice.
  • Pay with Points for Product(s) - select 'Allowed' if you want customers to be able to pay for products with points.
  • Pay with Points for Shipping - select 'Allowed' if you want customers to be able to pay for shipping with points too.
  • Pay with Points for Order Option(s) - select 'Allowed' if you want customers to be able to pay for product options with points as well.
  • Reward Points - select the way how points will be calculated:
    1. N/A - means not applied.
    2. Percentage per product/option selling price - this percentage will be calculated from the total cost of the product including its options.
    3. Fixed Amount per product - this is a flat rate per product.
    4. Percentage per product selling price - this percentage will be calculated only from product's basic price without its options.
    5. Percentage per (selling price - buying price) - this fee will be calculated from the difference between the List Price and the Buying Price of the product (see section 4.5.1). Note: it will apply to the product's List Price if you have not provided the Buying Price in the product details.
  • Amount - this is a box near reward points drop down selection. In this field you need to specify how many points to give customers for purchasing the product(s).
    Note: you have a choice to set either general rewards amount in Products > Products Settings > 'Points and Credits' tab which will apply to all products or individual rewards amount in Edit Product > 'Points & Credits' tab. Also you can assign rewards to a specific User Type or a separate user account.
  • Show Reward Points - you may select where to show rewards points: on products details page, on products listing page, on basket, on checkout pages and on invoice.
  • Do you want customers to accumulate points when paying with points? - check this option if you want to reward customers with points even when they are paying with said points.
  • Do you want customers to accumulate credits when paying with points? - if you have enabled two bonus features - points and credits, you may forbid to reward customers with credits when they are using points to pay for the order.

Credits

  • Credits System - click 'Active' in order to activate credits functionality.

  • Reward Credits - with help of drop down selection and amount field you can set up global settings of how credits will be rewarded to customers.

  • Show Credits Balance - select where you would like to show user's credit balance:

    • on user home block
    • on order profile block

  • Show Reward Credits - with this field you may restrict to show reward credits only to logged in users or make them visible to all users.

  • Show Reward Credits - select on which pages to show rewards credits: on products details page, on products listing page, on basket, on checkout pages and on invoice.

Points and Credits rewards subordination

Points and Credits reward settings are available throughout the whole shop (Products Settings, Product Types, User Types, at the product level and in user settings), however please note, there is a certain priority order from where reward points settings are taken:

  1. product's individual settings in 'Points & Credits' tab (Products > Top > Edit Product page);
  2. user's individual settings (Site Users > Accounts > Edit User Info);
  3. user type settings in 'Discounts, Fees, Commissions' tab (Site Users > Users Types > Edit Type page);
  4. global products settings in 'Points & Credits' tab (Products > Products Settings page).

This means if you specify rewards type and amount in User Type and in Products Settings, the ones that will be used are User Type's, another example: if you specify rewards on Edit Product and on Edit User pages, there will be used rewards from Edit Product page.

Order Status settings

An important setting to make points or credits to be added to user's balance is to select appropriate options in Orders > Order Statuses > Edit Status.

Commission and Reward Actions - first of all, you need to decide for yourself which statuses you are going to use and which ones would mean the completed order. Then for the completed statuses such as "Paid", "Shipped", "Completed" select the option Add commissions, reward points and credits, for all other un-completed statuses select Subtract commissions, reward points and credits. This way if order is paid and completed, user will receive reward points and in case the order is not completed, no points will be added.

Points Action - this setting is in regards to user paying for order with points. For all 'completed' statuses select Subtract points from user balance, for other order statuses select Return points to user balance.

Credit Balance Action - the same as with points select Subtract credit amount from user balance for completed order statuses and Return credit amount to user balance for all other statuses.

Note: despite the title points wouldn't actually be returned to user's balance unless they were subtracted before, the same goes for adding points: for example, when you change status from "Paid" to "Completed" points wouldn't be added twice because they were already added the first time.

User balance

Once customer made a succefull purchase there should be added reward points to his account. Customer can check his balance on User Home page (make sure you enabled the option 'Show Credits Balance' - 'on user home block' in Products Settings). As for administrator he can view all customers rewards on Site Users > Accounts page under corresponding columns.

To check for what orders rewards were calculated, click on the rewards quantity next to the user and you will see something like this:

If rewards were added to user balance by mistake you may click on 'Edit' next to appropriate order number and change Points Action type.

To add or subtract some amount of points or credits from user balance you can click on Add more parameters? link (applied to points) or Add Credits link (applied to credits) and type in appropriate amount.

Paying with points and credits

How can user pay with his accumulated points or credits? Very simple. When you activate the Credits bonus feature in Products Settings, there is automatically added a field Credit Amount on checkout. As for points, when you have a sufficient amount of points on your balance then there will appear a checkbox offering to Pay with Points for Product(s). Please remember, you can't pay for a product partially with points and money - only full points amount can be used.

FAQ

Is there a way to set items to be able to be paid with points all at once? Currently the only way I have found to allow them is to go to each individual item and switch it from 'not allowed', to 'allowed'.

Go to Administration > System > DB Management and run the following query to make all products 'allowed' to be paid by with points:
UPDATE va_items SET is_points_price=1

I want each Bonus Point to be worth $0.005 on redemption. Or this would be shown that 200 points will earn $1 off the sales total when redeemed?

In this case the conversion rate for money to points will be 200.

Can the variation by product be created by product type? This would save the tedium of having to change dozens of products.

Unfortunately, so far there is no possibility to set different points rate per each product type but it is in our nearest plans to enable it.

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