Configurations is a settings menu used to design the structure and policy of the Loyalty program. Through this menu, you can determine the types of currencies (currencies) used, arrange membership tiers (tier groups and levels), determine rule triggers (rule triggers), configure point earning rules (earning rules), and manage a catalog of rewards that can be used by customers registered as members.
One of the settings available in the Configurations menu is Currencies, which is used to define and manage the units of value used for collecting points in the Loyalty program. Currencies are divided into two categories: monetary, such as IDR and USD, and non-monetary, such as Points, XP, and Credits.
Through the Currencies settings, you can determine the name of the unit of value used in the Loyalty program, configure the currency type and maturation period, and set the validity period (expiry rule) for each unit of value created.
A. Currencies Page Overview
| No. | Feature Name | Description |
|---|---|---|
| 1 | Create Currency | A button for adding new currency data. |
| 2 | Currency Name | A column displaying the currency name. |
| 3 | Type |
A column displaying the currency type, such as:
|
| 4 | Details | A column displaying additional information or an abbreviation of the currency. |
| 5 | Expiry Rule |
A column displaying the currency validity rules, such as:
|
| 6 | Status | A column displaying the currency status. |
| 7 | Last Update | A column displaying the date when the data was last changed. |
| 8 | Actions | A column displaying the ‘ |
| 9 | Row per page | Used to determine the number of data rows to display on one page (for example, 10, 20, 50, or 100 data rows), allowing you to adjust the display for convenient data list monitoring. |
B. How to Add New Currency Data
Log in to your Mekari Officeless account. Then select the “Configurations” menu.
Select the “Currencies” submenu.
You will be directed to the Currency Management page. On this page, click “Create Currency”.
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Then complete each available field. The following is an explanation of each field.
Currency Type: Monetary
| No. | Feature Name | Description |
|---|---|---|
| Basic Information | ||
| 1 | Currency Name | A field for entering the name of the currency to be used (required). The system will display currency data based on the data in the selected Monetary Details. |
| 2 | Currency Type |
Used to determine the currency type, including:
Selecting the currency type will dynamically determine the form structure. |
| Monetary Details | ||
| 3 | Currency |
Used to determine the currency to be used. The data selected in this field will affect the data in the ‘Currency Name’ field above. |
| Expiry Rule | ||
| 4 | Expiry Rule |
Used to determine the currency validity rules, including:
|
| 5 | Currency Conversion | Used to enable or disable the feature for converting another currency from the selected currency. |
| 6 | Source Currency |
Selecting the source currency to be converted (for example, converting "Point" to "Store Credit").
|
| 7 | Conversion Rate |
The exchange rate between currencies. Used to determine how much Source Currency is required to obtain 1 target currency.
Example: The currency currently being used is US Dollar, and conversion from Point to the currently used currency (USD) is allowed. 100 Points = 1 US Dollar |
| 8 | A button used to add a currency conversion. | |
Currency Type: Non-Monetary
| No. | Feature Name | Description |
|---|---|---|
| Basic Information | ||
| 1 | Currency Name | A field for entering the Currency name (required). |
| 2 | Currency Type |
Used to determine the currency type, including:
Selecting the currency type will dynamically determine the form structure that must be completed by the user. |
| Non-Monetary Details | ||
| 3 | Unit Name | A field for setting the name of the Non-Monetary unit to be displayed to users (Points, Miles, or Stars). |
| 4 | Maturation Period |
Settings for the availability period of Non-Monetary.
|
| Expiry Rule | ||
| 5 | Expiry Rule |
Used to determine the currency validity rules, including:
|
| 6 | Currency Conversion | Used to enable or disable the feature for converting another currency from the selected currency. |
| 7 | Source Currency |
Selecting the source currency to be converted (for example, converting "Point" to "Store Credit").
|
| 8 | Conversion Rate |
The exchange rate between currencies. Used to determine how much Source Currency is required to obtain 1 target currency.
Example: The currency currently being used is US Dollar, and conversion from Point to the currently used currency (USD) is allowed. 100 Points = 1 US Dollar |
| 9 | A button used to add a currency conversion. | |
Once all the data has been entered, click “Create Currency”.
The system will display the following notification pop-up, indicating that the data has been successfully created.
The created currency data will then be displayed in the following Currency Management table.
C. How to Edit and Delete Currency Data
To edit Currency data, click one of the currency data entries that has been added to the table.
You will then be directed to the Edit Currency section. Edit the data on the following page. Make sure the entered data is correct, then click “Update Currency”.
The system will display the following notification pop-up, indicating that the changes have been successfully saved.
To delete Currency data, click the ‘
’ icon on one of the currency data entries that has been added.
The system will display a confirmation pop-up for deleting the data. Then click the “Delete” button.
The system will display the following notification pop-up, indicating that the changes have been successfully saved. Click the “OK” button to close the pop-up.