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Use the Rewards Points screen to manage your company’s points rewards system, including how many points equal one unit of each of your currencies.

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Where to find it

In the admin, click the Settings gear in the top bar. In the Settings sidebar, under Commerce, select Points. To open the screen, your role needs at least View only for Points, in the People card on the role’s Permissions tab. To change settings on the screen, your role also needs the Edit point balances and history permission for Points, which Full access includes. Turning Reward Points on or off, changing Points apply to and renaming points also need Full access for Company Settings, in the Settings card.

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What’s on the screen

This page uses the default names, Point and Points. If you’ve renamed points, the screen shows your names in its rates and messages, on the Calculate all Points button and in the Point Value column header.
The page header reads Rewards Points. If your role can change points settings, the header has a Calculate all Points button. Once you change a value in the Primary market card or the table, Revert changes and Save appear next to it. Below the header, the Points Value Settings banner explains that the screen sets how many points equal one unit of each currency.

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Reward Points

The Reward Points toggle turns the points rewards system on or off for your customers. It’s off until you turn it on. Each change saves as soon as you click the toggle. While Reward Points is off, the settings below it are greyed out and can’t be changed.

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Points apply to

Points apply to sets how much of an order customers can pay for with points:
  • Subtotal only: points can pay for the subtotal after discounts, before shipping and tax. This is the default.
  • Order total: points can pay for the full total, including shipping and tax.
Your choice saves as soon as you select it.

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Brand your point currency

This card lets you call points something else that fits your business, such as credits.
  • Singular ‘point’ label: the name for one point. The default is Point.
  • Plural ‘point’ label: the name for more than one point. The default is Points.
Both labels are required and can be up to 30 characters. If a label is empty or too long, Label cannot be empty or Must be 30 characters or fewer appears under it. As you type, the Preview shows both labels in sample sentences. Save becomes available once you change a label. When you save, spaces at the start or end are removed, and the capitalization you typed is kept. Reset to defaults appears when the fields hold anything other than Point and Points. It puts the defaults back and saves them right away. Your labels also replace Point and Points on other admin pages, such as a customer’s page and an order’s details.

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Primary market

The Primary market card shows your default country’s currency:
  • Currency: the currency’s symbol, code and name.
  • Conversion rate: how many points equal one unit of the currency, for example 100 Points = $1.
  • Points per $1: the field where you set that rate. It shows your currency’s symbol. Enter a whole number of 1 or more.
If you leave the field empty or enter less than 1, you see Points amount must be at least 1, and the field goes back to its last valid value. A change here is saved when you click Save in the page header.

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Currency table

Below the cards, a table lists each currency used by the countries on your Countries screen, 25 to a page:
  • Currency: the currency’s symbol, code and name.
  • Point Value: how many points equal one unit of the currency. A currency shows 1 until you set a value.
To change a value, type a whole number of 1 or more in the currency’s row. The row shows (edited) until you click Save in the page header. An empty value or a value under 1 shows the same Points amount must be at least 1 message.

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Set point values

1

Turn on Reward Points

If Reward Points is off, turn it on. The other settings stay greyed out until you do.
2

Enter the values

In the Primary market card, enter how many points equal one unit of your primary currency. In the table, change the Point Value of any other currency.
3

Save

Click Save in the page header. You see Changes saved successfully.
To drop your unsaved changes instead, click Revert changes.

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Calculate all currencies at once

Calculate all Points sets a value for every currency at once. It starts from your primary market’s saved rate and converts it with each currency’s exchange rate, rounding up to whole points. The primary market keeps its rate. The button works only while Reward Points is on.
Calculating replaces the values of all your other currencies, including values you entered by hand.
1

Save your changes first

If you’ve changed any values, click Save in the page header. The calculation starts from the saved primary market rate.
2

Start the calculation

Click Calculate all Points in the page header.
3

Confirm

The Populate All Currencies? dialog asks you to confirm. Click Populate All. You see All countries populated with the same ratio.

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Rename points

Reward Points must be on to change the labels.
1

Enter your labels

In the Brand your point currency card, enter the Singular ‘point’ label and the Plural ‘point’ label, for example Credit and Credits. Check the Preview.
2

Save

Click Save in the card.
To go back to Point and Points, click Reset to defaults.

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Frequently asked questions

Reward Points is off. Turn it on to change the other settings. If you can’t click the toggle either, your role doesn’t have permission to change points settings.
Changing settings on this screen needs the Edit point balances and history permission for Points. Without it, the controls in the cards are turned off, and Calculate all Points, Revert changes and Save don’t appear. Turning Reward Points on or off, changing Points apply to and renaming points also need Full access for Company Settings, in the Settings card.Ask an admin who manages roles to edit your role’s permissions: open the People card, then set Points to Full access. To grant only this action, they can click Points and turn on Edit point balances and history. See Roles.
The Points item appears only if your role can view points. Ask an admin who manages roles to edit your role’s permissions: open the People card, then set Points to View only or Full access. See Roles.
The table lists only the currencies used by the countries on your Countries screen. A currency appears here once a country that uses it is on that screen, and it shows 1 until you set a value. See Countries.