Business Operations: Loyalty Discount

a. Select search filter from drop-down menu

b. Enter customer search criteria

c. Click on binoculars to conduct search

d. From search results, select This Customer This Vehicle, New Customer, This Customer New Vehicle, This Vehicle New Customer

i. If New Customer selected

1. Customer /Driver (Adding) window displays

a. Enter name and any other required information

b. Save (F5)

2. Sale Wizard (Vehicle)window displays

a. Enter vehicle information

b. Save (F5)

e. Enter password, if prompted

f. New Sale Wizard window displays i. Enter Vehicle Odometer and other required fields (PO Number, Authorization Code, etc.) ii. Next (F5)

g. Add service, or other sales item(s) that have loyalty points assigned to the ticket

h. Next (F5)

a. If customer has Loyalty Points

i. Loyalty Program window displays

ii. Select whether to apply applicable discount to the ticket or not

iii. Save (F5)

b. Select payment method

i. Follow wizard instructions for payment method selected