CRM
Set up and manage a Top-up Credit Item
Learn how to create and manage Top-up Credit Item options on the Merchant Portal, and how to process a top-up on the Eats365 POS.
Top-up Credit Item is a CRM feature that allows members of your loyalty program to purchase virtual funds to spend at your restaurant. The store credit is added to a member’s account, which they can use to pay for their bill.
In this article, you’ll learn how to create, modify, and delete Top-up Credit Item options, and how to add credits to a member’s account.
Create a Top-up Credit Item option
To add a Top-up Credit Item option, follow the steps below:
Merchant Portal (Classic Theme)
- Log in to the Merchant Portal.
- At the top left, change the view to All Groups to display Organization Settings.
- On the left panel, click on CRM, then click on Liability Item.
- At the top right, click on + Add.
- Upload an image for the Top-up Credit Item option you’re creating. Then, enter the following basic information:
- Name
- Description
- Simplified Name
- Product Code (SKU)
- Start and End Date
-
Liability Type
Note: By default, this can only be set to Membership Credit.
- Under Liability Amount, enter the following information:
-
Priced
Note: By default, this can only be set to In Backoffice. - Liability Amount: The monetary value that will be added to the member’s account.
-
Purchase Discount: The amount that will be deducted from the Liability Amount. The difference of the Liability Amount and the Purchase Discount will be the purchase price of the Top-up Credit Item option you’re creating.
Choose either Percentage Discount or Amount Discount. Then, enter the discount amount.
-
Priced
- At the top, click on the Additional Details tab and turn on permissions for all platforms and restaurants under your organization that can use this Top-up Credit Item option.
- Once done, at the top right, click on Save.
Merchant Portal 2.0
- Log in to the Merchant Portal.
- At the top, from the Group drop-down list, select the organization you’d like to manage.
- On the left panel, click on CRM, then click on Loyalty and select Liability Item.
- At the top right, click on + Add Liability Item.
- Upload an image for the Top-up Credit Item option you’re creating. Then, enter the following basic information:
- Name
- Description
- Simplified Name
- Product Code (SKU)
- Start and End Date
-
Liability Type
Note: By default, this can only be set to Membership Credit.
- Under Liability Amount, enter the following information:
-
Priced
Note: By default, this can only be set to In Backoffice. - Liability Amount: The monetary value that will be added to the member’s account.
-
Purchase Discount: The amount that will be deducted from the Liability Amount. The difference of the Liability Amount and the Purchase Discount will be the purchase price of the Top-up Credit Item option you’re creating.
Choose either Percentage Discount or Amount Discount. Then, enter the Discount amount.
-
Priced
- At the top, click on the Additional Details tab and turn on permissions for all platforms and restaurants under your organization that can use this Top-up Credit Item option.
- Once done, at the top right, click on Save.
Manage Top-up Credit Item options
Modify a Top-up Credit Item option
To edit a Top-up Credit Item option, follow the steps below:
Merchant Portal (Classic Theme)
- Log in to the Merchant Portal.
- At the top left, change the view to All Groups to display Organization Settings.
- On the left panel, click on CRM, then click on Liability Item.
- Click on the name of the Top-up Credit Item option you’d like to edit.
- Update the Top-up Credit Item option.
- At the top right, click on Save.
Merchant Portal 2.0
- Log in to the Merchant Portal.
- At the top, from the Group drop-down list, select the organization you’d like to manage.
- On the left panel, click on CRM, then click on Loyalty and select Liability Item.
- On the Top-up Credit Item option you’d like to edit, click on Edit .
- Update the Top-up Credit Item option.
- At the top right, click on Save.
Delete a Top-up Credit Item option
For reporting purposes, once a Top-up Credit Item has been created, it can no longer be deleted. However, you can deactivate a Top-up Credit Item option to make it unavailable.
To deactivate a Top-up Credit Item option, follow the steps below:
Merchant Portal (Classic Theme)
- Log in to the Merchant Portal.
- At the top left, change the view to All Groups to display Organization Settings.
- On the left panel, click on CRM, then click on Liability Item.
- On the Top-up Credit Item option you’d like to remove, click on Deactivate .
- The Top-up Credit Item option is now removed from the list of available Top-up Credit Item options. To re-add it, click on Reactivate .
Merchant Portal 2.0
- Log in to the Merchant Portal.
- At the top, from the Group drop-down list, select the organization you’d like to manage.
- On the left panel, click on CRM, then click on Loyalty and select Liability Item.
- On the Top-up Credit Item option you’d like to remove, click on Deactivate .
- The Top-up Credit Item option is now removed from the list of available Top-up Credit Item options. To re-add it, click on Reactivate .
Add credits to a member’s account
- Log in to the Eats365 POS.
- At the top right, tap Member . Then, search for the member’s account.
- Once you’ve found the correct account, tap Add Credit, choose a Top-up Credit Item option.
- Tap Checkout. You’ll be redirected to the payment page.
- Choose the member’s preferred payment method, then tap Pay to finish.
Use member credits to process a payment
- Log in to the Eats365 POS.
- From the order-taking screen, at the top left, tap Add Customer.
- Enter the phone number, first name, or last name of the member.
- Tap Search to check if there’s an existing record of their membership.
- Tap on the member’s name, then tap Add to order. Then, tap Done to return to the order-taking screen. The member’s name appears above the order to confirm that the member has been successfully added.
Note: Make sure that the member’s account has enough credits to process the payment.
- On the order screen, select member credit as the payment method. The name of the member credit payment option depends on the Credit Balance name you set in the CRM settings.
- At the bottom right, tap Pay.
Check member credit balance
You can check the member’s credit balance from the membership page, upon payment, or on the Merchant Portal.
To check a member’s credit balance, follow the steps below:
Membership
- Log in to the Eats365 POS.
- At the top left, tap Member .
- Search for the member’s account.
On the overview page, you’ll find the member’s total credit balance listed under Eats365 Credit.
DeletePayment
To check the member’s credit balance on the payment page, from the member’s order, tap Pay. At the top left of the payment page, you’ll find the member’s credit balance listed before the order details.
DeleteMerchant Portal (Classic Theme)
- Log in to the Merchant Portal.
- On the left panel, click on CRM. Then select, Customer List.
- Select the member from the list.
On the Customer Detail, you’ll find the member’s total credit balance listed under Eats365 Credit.
DeleteMerchant Portal 2.0
- Log in to the Merchant Portal.
- On the left panel, click on CRM. Then select, Customer List.
- Select the member from the list.
On the Customer Detail, you’ll find the member’s total credit balance listed under Eats365 Credit.
Delete