Customer loyalty points
Give your regulars a reason to walk past the other shop
A loyalty points programme built into billing. Points are earned on the bills you already raise, spent against a future invoice, tracked per customer on a proper ledger, and reversed automatically when a sale is cancelled. You set what a point is worth.
Why would a shop run a points programme at all?
Because the customer who already knows where your shop is costs nothing to reach. A regular who buys twice a month is worth more over a year than a stranger you discount once to pull through the door, and the discount is gone the moment a competitor undercuts it.
Points work differently. They give someone a reason to come back to you rather than the shop two doors down selling the same packet at the same price. The balance sitting on their name is worth nothing anywhere else.
The catch has always been the admin. Paper cards get lost, stamps get forged, and a register of who is owed what becomes a job nobody wants. That is the part Wiseventory takes over.
How does the loyalty program work?
You set what a point is worth
Two numbers decide everything: how many points a rupee of sale earns, and how many points make up a rupee of reward. The defaults are 1 point per rupee spent and 100 points to the rupee — a 1% return — and both are yours to change. The programme starts switched off, so nothing happens to your billing until you turn it on.
Points are earned on the pre-tax value
The calculation runs on the pre-tax total of the bill, not the amount including GST. That matters: earning on the tax-inclusive figure means the government's share inflates your reward cost, and a rate change quietly changes what you are giving away.
It happens as you bill, without slowing the counter
Raising an invoice against a customer credits their points automatically. The crediting runs in the background, so the bill completes at counter speed and the points appear on the account rather than making the cashier wait.
Fractions round the way you choose
A ₹247.50 sale at one point per rupee is not a whole number of points. You pick whether the remainder rounds down, up, or to the nearest — the default rounds down, which keeps the cost of the programme predictable rather than drifting upward one bill at a time.
Points come off the next bill
When a regular is ready to use their balance, enter the points on the invoice and their rupee value is tendered against the bill as a payment. The balance drops, the invoice records what was covered, and the customer sees the reduction on the document they take home.
The limits you set are enforced at the counter
A customer can only spend points they hold, only once they clear the minimum you set, and never for more than the value of the bill in front of them. Those checks run as the invoice is raised, so a cashier cannot over-tender by accident.
Cancel a bill and the points come back off
If an invoice is cancelled or deleted, the points it granted are reversed automatically, and the reversal is written as its own entry pointing at the transaction it undoes. Returns stop being a way to farm points, and you are not deducting anything by hand.
Every movement is on a ledger
Each entry records the type, the points, the rate applied, the value of a point at the time, the base amount, which invoice it came from and the balance after it. Months later you can answer why a customer has the balance they have, line by line.
What can you actually configure?
Six settings, and sensible defaults if you would rather not think about them.
| Setting | What it controls | Default |
|---|---|---|
| Earn rate | Points earned per rupee of pre-tax sale | 1 point per ₹1 |
| Point value | Points that make up ₹1 of reward | 100 points |
| Earn base | The amount points are calculated from | Pre-tax total |
| Rounding | How part-points are handled | Round down |
| Minimum redemption | Points a customer needs before a reward can be used | Your choice |
| Maximum per bill | Share of an invoice a reward may cover | Your choice |
At the defaults a customer spending ₹1,000 before tax earns 1,000 points, worth ₹10 back — a 1% return. Change either number and the maths follows.
A balance you can explain
A number on its own invites an argument. Every customer here carries a running history instead: what they earned, from which bill, at what rate, and what the balance was afterwards.
Alongside it sits their lifetime earned and lifetime redeemed total — which is the figure that tells you whether the programme is doing anything, or whether you are handing out points nobody comes back to use.
See how customer history works
Frequently asked questions
How does a loyalty points program work for a small shop?
You decide how many points a rupee of purchase earns and how many points are worth a rupee back. Billing a regular customer raises their points automatically. When they want to use the balance, you enter the points on their next invoice and the value comes off what they pay. Wiseventory keeps the arithmetic and the full record, so the programme runs itself rather than living on a punch card.
Can customers redeem points at billing?
Yes. Enter the points on the invoice and their rupee value is tendered against the bill as a payment, so the customer pays the balance. Wiseventory checks that they hold the points, that they have reached the minimum you set, and that the value never exceeds the bill — all as the invoice is raised. The redemption is written to their history against that invoice number.
What is a good points rate for a kirana or retail shop?
The default — 1 point per rupee, 100 points to the rupee — is a 1% return, which is a common starting point for grocery and general retail where margins are thin. If your margins are wider, or you are trying to pull customers back from a competitor, raising the earn rate costs you more per sale but is easier to explain than a complicated tier system.
Does the loyalty program affect my GST or my invoice?
Earning points does not change the invoice. Points are calculated from the pre-tax value of the bill and recorded separately, so your invoice total, your tax breakdown and the figures that feed your GSTR-1 are exactly what they would be without the programme running.
What happens to points if I cancel an invoice?
They are removed automatically. The reversal is written as its own ledger entry that points back at the original transaction, so the customer's balance corrects itself and the history still shows what happened rather than quietly rewriting it.
Can I give points to a customer manually?
Yes. You can add or remove points against any customer with a note explaining why — an apology for a bad batch, a goodwill gesture, a correction after a mistake at the counter. The adjustment records who made it, so it is accountable rather than invisible.
Do I have to turn the loyalty program on?
No. It ships disabled and stays that way until you enable it. Nothing about your billing changes in the meantime, and switching it on does not backdate points to sales you have already made.