Magetop Reward Points Extension Guide (Part 2)

Magetop Reward Points Extension Guide will give you solid understanding of how to use Extension. These Magento 2 tutorials cover back-end and front-end development.

3.2. Spending

Follow the way Marketing -> Reward Points: Spending Rate.

3.2.1 Spending Rate

A. General Management

This is the place where admins can store Spending Rates created.

• From the grid view, admins can acknowledge some fundamental information of an spending rate such as ID, Website, Customer Group, Spending Point, Discount Received and Priority. Also, admins can:
  • Delete: Tick the checkbox of the spending rate they want to delete, then choose Delete in the Action box (at the left of the grid). Choose OK in the confirmation message.
  • To edit an spending rate, choose Edit in the Action column.
• Admins can filter, hide or display Column or export rates.

B. Add New/Edit Spending Rate

After entering the Spending Rate interface, select Add New Rate to create a new spending rate. Then, click Save and Continue Edit, the page will automatically switch to the Edit Rate page.

• In the Website field: Choose websites you want to apply the spending rate.
• In Customer Groups field:
  • Only customers who belong to this group can use their points following this spending rate.
  • Customers who belong to different groups use different spending rates even when they purchase the same product.
• In Spending Rate field:
  • Indicates the conversion rate from X (point) to Y (currency)
  • Admins can fill out an appropriate rate in here. However, decimal numbers are not approved. If admins enter a decimal number, they will be rounded following the rule >= 0.5 to 1, or < 0.5 to 0.
• In Priority field:
  • Indicates the priority of this earning rate compared to other earning rates.
  • 0 indicates the highest priority. The higher number, the lower priority.
  • If there are many spending rates which have similar priorities, rules will apply on the rate which has a smaller ID.

3.2.2. Shopping Cart Spending Rule

A. General Management

This is the place where admins can save all Shopping Cart Spending rules.

• From the grid view, admins can acknowledge some fundamental information of a Shopping Cart Spending Rule such as ID, Name, Status, Create On, Expired, and Priority.
• Admins can filter to search for a specific rule.

B. Add New/Edit Rule

• Admins choose Add New Rule at the right-above corner to create a new shopping cart earning rule, after clicking Save and Continue Edit, the page will be directed to the Edit Rate page.
• The Add New Rule page has 4 tabs:
  • Rule Information.
  • Conditions.
  • Actions.
  • Labels.

a. Rule Information

• In the Rule Name field:
  • Enter the rule name which will display in the backend to distinguish with other rules.
  • This is required information. There will be an error message if you leave it blank.
• In the Description field: You can note some descriptions of the rule. This field can be left blank.
• In the Status field: Choose “Active” to apply the rule.
• In the Website field: Choose website places you want to apply the rule.
• In the Customer Group field:
  • Choose groups of customer you want to apply for them.
  • Shopping Cart Spending Rule doesn’t apply to NOT LOGGED IN CUSTOMER.
• In the From field: You can set up the start time to use the rule, please note about the different of timezones.
• In the To field: You can set up the end time to disable the rule.
• In the Priority field:
  • Identifies the usage priority of this shopping cart spending rule compared to others.
  • 0 is the highest priority. The higher number represents the lower priority.
  • If two shopping cart spending rules has the same priority, the rule with smaller ID will be applied first.

b. Conditions

Conditions of Shopping Cart Spending Rule is divided into 2 parts:

• Conditions: Only cart which meets chosen conditions can be applied.

• Spending Point Action:
  • In the Action field: There’re 2 options:
    • Give discount for fixed X points: Customers can spend a fixed points that admin set in this section.
    • Give discount for every X points: Cusstomer can spend points to use X points to get discount for every Y amount (Y will be set up in the Action tab). The applicable X points cannot be exceeded Maximum Redeemable Points.
  • In the X Point field: Enter the number of points you want to set for the above conditions.

c. Actions

Admins configure Discount Amount corresponding to X Point which is set in the Conditions tab. There’s 2 types of action:

Give a fixed discount amount for the whole cart: Discount Amount is set fixedly for every X points.

• Give a percent discount amount for the whole cart: Discount Amount is calculated based on percent of Order Total.

• E.x: Discount Amount = 10 in the Action tab. In Conditions tab, choose Action = Give discount for every X points and X = 1. When a customer places an order which costs $500:
  • The customer will be discounted $10 for every 1 point spending if in the backend, the admin chooses Action = Give a fixed discount amount for the whole cart. Particularly, he spends 1 point and only needs to pay $490 for the order (which hasn’t been included Shipping Fee and Tax).
  • The customer will be discounted 10% for every 1 point spending if in the backend, the admin chooses Action = Give a percent discount amount for the whole cart. Particularly, he spends 1 point and only needs to pay $450 for the order (which hasn’t been included Shipping Fee and Tax)

Besides, admins can configure more conditions to apply the rule properly.

d. Labels

This is where admins configure the lable for the rule in every Store View of a store. If it’s left blank, default lable will be displayed on the front-end.

3.3. Transactions

The right path is Marketing -> Reward Points: Transaction.

A. General Management

This is the place where admins can create and manage transactions. By entering this interface, admins can add/minus customer’s reward points.

• From the grid view, admins can acknowledge some fundamental information of created transactions such as ID, Customer, Action, Points, Expire On, Date, Status. Also, admins can:
  • View: To review a transaction, choose “View” in the Action column.
  • Cancel: To cancel a created transaction (in case its expiration date hasn’t come yet), select the transaction and choose “Cancel” in the Action box (at the left of the grid).
  • Expired: Admins need to take this action if a transaction isn’t expired automatically. At this point, take the same action when admins view/cancel a transaction, choose “Expired” then process with the OK button.
  • Admins can filter, hide/display Column or export rates.

B. Add New Transaction

After entering Transaction tab, choose Add new transaction to generate a new transaction. Next, click Save and Continue Edit, the page will direct to the View Rate page.

• In the Customer field:
  • Click this section to display the store’s customer list in the popup form. Admins can only choose 1 from this customer list.
  • Name of the chosen customer will be added reward points to her/his account.
  • If you leave this field blank, there will be an error message.
• In the Points field:
  • Enter the number of points you want to add for the chosen customer.
  • If you enter negative numbers or leave it blank, there will be an error message.
  • If you enter a decimal number, it will be rounded down (E.x: 1.8 = 1.1 = 1)
• In the Comment field:
  • Enter the comment that will be sent along with the added point(s) to the chosen customer.
  • You can leave this field blank.
• In the Points expire after field:
  • The added points of this transaction will be expired after X days from the time you create this transaction.
  • Admins have the right to add higher points than the maximum point of the amount which a customer can accumulate (E.x: max point = 1000, admins can add 1100 points or even more to the customer balance).

C. View Transaction

Admins can review or expire a transaction in the View Transaction page.

3.4. Configuration

Follow in the backend Store -> Settings -> Configuration. At the left panel, choose Magetop -> Reward Points.

A. General Configuration

This general configuration can apply for the whole module.

• In the Enable field: Choose “Yes” to active the Reward Point extension from Magetop.
• In the Label in My Account Navigation field: Enter the name of Tab Reward Point displayed on the frontend at the My Account -> Reward Point section.
• In the Point Label field:
  • This label will be displayed on the frontend.
  • If you leave it blank, there will be an error message.
• In the Plural Point Label field:
  • If the balance is greater than 1, this label will be displayed on the frontend.
  • If you leave it blank, there will be an error message.
• In the Display Point Label field:
  • Select After Amount to display the point label after number (ex: 5 points).
  • Select Before Amount to display the number label before number (ex: points 5).
• In the Zero Point Label field:
  • Enter the label when the customer’s account balance is equal to 0.
  • If you leave it blank, there will be an error message.
• In the Show Point Icon field: Choose “Yes” to display the point icon on the frontend.
• In the Reward Point Icon field:
  • The upload image will be used as the point icon and be shown on the frontend.
  • JPG, PNG or GIF files are accepted. There will be an error message if the input file is invalid.
  • If you leave it blank, the default icon will be used 

• In the Maximum Available Point Balance field:
  • Set the maximum number of points that the customer can accumulate by purchasing.
  • If customer’s account balance reaches to this number, there will be no more points awarded to the balance, and reward points indicators will not be shown on the frontend.
  • Admins can add points to an account balance with no awareness of this value.
  • If the field is left blank or 0, there will be no restriction for the maximum points.

B. Earning Configuration

a. General

This displays general configurations regarding earning points.

• In the Rounding Method field: There are 3 options for rounding:
  • Normal: The number of points converted from the currency (USD, EUR, …) will be rounded according to the normal rule. E.x: 10.2 rounded to 10; 10.8 rounded to 11.
  • Rounding Up: The number of points converted from the currency (USD, EUR, …) will be rounded up. E.x: 10.2 or 10.8 is rounded to 11.
  • Rounding Down: The number of points converted from the currency (USD, EUR, …) will be rounded down. Ex: 10.2 or 10.8 is rounded to 10.
• In the Points Earning From Tax field: Select “Yes” so the tax can be converted to earning points.
• In the Earn points from shipping fee: Select “Yes” to allow Shipping Fee to be converted to points.
• In the Point Refund field: When the customer places an order, they will receive a certain amount of earning points. The shop owner selects “Yes” in this section to retrieve the points when customer refunds the order.

b. Sales Earning Process

• In the Earning Points after Invoice created field:
  • Select “Yes” to allow adding earning points to the customer’s account right after the invoice is created.
  • Select “No” to allow adding earning points after the order is completed.
• In the Points Expired After field:
  • The number entered here is expiration day of points, it starts to count from the day points are added.
  • If this field is blank, points will be used indefinitely.

c. Spending Configuration

• In the Discount Label field: Discount Label displayed on the frontend will change according to the content of this section.
• In the Minimum spending points per order field:
  • Set the minimum number of points that customers must have in their balances as a condition to spend points on discounting orders.
  • If the number of points in the customer’s balance is less than the minimum spending point, the Reward Points slider will not appear on the View Page or Checkout Page.
  • If you leave it blank or 0, the default minimum point is 0.
• In the Maximum spending points per order field:
  • Set the maximum number of points that customers can use on an order.
  • If you leave it blank or 0, the maximum number of points customers can spend is unlimited (it can be the maximum number of points they own or the maximum number of points which can be converted by SubTotal of Cart).
• In the Spending Points on Shipping: Select “Yes” to allow customers to use their points to reduce the shipping cost.
• In the Restore spent points after order refunding field: When customers place an order, they can apply a certain amount of their reward points. Admins select “Yes” in this section to return points to customers if their orders are refunded.
• In the Use Max Point By Default field: Select “Yes” to set the customer’s spending points to the maximum number that they can use.

d. Display Configuration

• In the Display Total Points on Top Links field: Select “Yes” to display the total number of reward points that customer has on Top Link.

• In the Display Earning Points on Minicart field: Select “Yes” to show the total number of earning points customers can receive when checking out the cart at the Minicart page.

e. Email Configuration

• In the Enable Notification Email field: Select “Yes” to allow notification emails to be sent to customers.
• In the Subscribe customers by default field: When a new customer subscribes to a store, receiving no emails is set as default. Select “Yes” in this section so that when their first transaction is made (by purchasing or by admin), Reward Points Notification will be checked immediately.
• In the Sender Email field: Admins can choose one of the 5 available Magento Senders: General Contact, Sales Representative, Customer Support, Customer Email 1, Customer Email 2
• In the Update Point Balance Email Template field:
  • Pre-installed email configuration that customers can receive the notification mail when there are changes in their balance.
  • To change Email Template, admins can create another one under Marketing -> Email Template.
• In the Points expiration Email Template field:
  • Pre-installed email configuration that customers can receive the notification mails when their reward points are about to expire.
  • To change the Gift Card Email template, admins can create another one under Marketing -> Email Template.
• In the Send email reminder before a transaction expires field:
  • Set how many days before the expiration date the email can be sent.
  • If you leave the field blank or 0, reminder email will not be sent.

3.5. Manage Reward Point of Customer

Admins can manage Reward Points Balance, Transactions and Notification of customers by going to Customer -> Edit Customer -> Reward Points.

• In the Reward Points Balance field: Indicates the total reward points the customer has.
• In the Update Point Update Balance field: Allows admins to change the balance by filling in Update Point and set its expiration date. Admins can also enter the reason for the change in the Comment field
• In the Reward Points Notification field: Admins can register or cancel the subscribe on behalf of the customer when their balance is updated or points is about to expire.
• In the Reward Points History grid: Displays information about all executed transactions: ID, Store View, Point, Point Spend, Date, Date Expired, Comment.

The information about Balance, Notification and Transaction in the backend will be synchronized with the customer’s frontend at My Account -> My Points & Reward.

3.6. Customer Front-end

3.6.1. My Account/My Points & Reward

Customers can check the Reward Point information in this section after logging in:

• Reward Information indicates.
  • The total reward points that customer has.
  • Earning Rate and Spending Rate that customer is entitled (according to his Customer Group and Website set in the backend).The maximum number of points that the customer’s balance can receive from orders.
  • The maximum number of days that points can be used since that customer receives points.

• At Transaction History: Customer can know the transaction history in details
  • Made transactions and its comments.
  • Number of points changed.
  • Date and time of the transaction.
  • Expiration Dates of points.
  • Transaction status.
• They can also sign up to receive updates when their balance changes or points is about to expired.
• All information here is synchronized in the backend Customer -> Reward Points.

3.6.2. Checkout Page

• Customers can use the slider or text box to select the amount of reward points they want to spend.
• Used reward points can be limited to a range.
  • Customers are only allowed to use their points within this range.
  • If Subtotal has a value less than the minimum value of the limited value range, the Apply Reward Point section will not be displayed.
• Tick the checkbox Maximize my discount with Point to use all available points at once. The amount of points can be.
  • The total points that customer has if Total Points < Max Point for per Order and Subtotal.
  • Max Point if Max Point < Total Point and Subtotal.
  • The number of points which is equal to Subtotal if that amount < Max Point and Total Point.
• The Order Summary box will display more sections about reward points to make the calculation easier.
• Spending Point can be used for Tax, Shipping Fee if it’s configured in the backend.
• The conversion rate between Reward Point and Spending Point depends on the Spending Rate configuration in the backend.

3.6.3. Other Additional Front-end

• Top link: Displays the points that customer has.

• View Cart Page (Shopping Cart): Displays Apply Reward Point on the checkout page, and also displays the Earning Point, Spending Point and Reward Point.

IV. Concluse

Above is our guide for Magetop Reward Points Extension. If you have any questions please boldly contact us. We will help you.

It comes to the end of the blog: Magetop Reward Points Extension Guide (Part 2).

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