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Treez Loyalty | How to Configure Loyalty Discounts within the POS

Any creation, edit, or deletion of a “Treez Loyalty” type discount will automatically reflect in the customer’s loyalty wallet in Sell Treez POS.

Written by Treez Support
Updated today

Create / Sync New Treez Loyalty Type Discount

Step 1: Navigate to Treez Manual Discounts within your POS Dashboard.

Step 2: Select Add Discount in the top right corner.

Step 3: Enter discount information, including:

  • Discount Title

  • Global conditions (amount; % vs. $)

  • Stackability

  • Type (cart vs line)

Step 4: Enable “Hide Discount Button in POS” — this setting ensures users must redeem discounts through the wallet when applying them in the POS.

Step 5: Select Is Treez Loyalty.

Step 6: Enter the Points Required to Redeem for this discount.

Step 7: Continue through the discount conditions and review.

Step 8: Click Finish to sync the discount with rewards.

Note: Discounts created in Treez POS under Manual Discounts with 'Is Treez Loyalty?' enabled will automatically sync to your Treez Loyalty Dashboard.

To confirm, navigate to your Treez Loyalty Dashboard > Select Loyalty > Treez Cards > Select your Rewards Card > Select Settings to view.

Edit / Sync Existing Discount with Treez Loyalty

Step 1: Locate the existing discount from the discount list.

Step 2: Click Edit from the ellipsis to the left of the discount.

Step 3: On the first screen, select Is Treez Loyalty.

Step 4: Enter the Points Required to Redeem for this discount.

Step 5: Update other conditions as needed, then click Done Editing to sync the discount with rewards.

Delete / Un-Sync Treez Loyalty Discount

To un-sync a discount without deleting:

Step 1: Locate the discount and click Edit.

Step 2: Uncheck Is Treez Loyalty.

Step 3: Click Done Editing.

To un-sync and delete a discount:

Step 1: Locate the discount.

Step 2: Click Delete from the ellipsis to the left.

Step 3: Click Confirm to delete.

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