Loyalty¶

Vectis has a built-in points-based loyalty program that earns on qualifying orders and redeems as a line-level discount at checkout.

The admin overview lives at Marketing → Loyalty:

Loyalty admin

Three KPI tiles show the current state of the program (enrolled customers, outstanding point balance, lifetime points earned), followed by the active program configuration and a top-balances table.

Program Configuration¶

Loyalty is configured globally in Settings → Loyalty and surfaces on this page (read-only — click Edit in Settings → to change values):

Field	Meaning	Default
`Status`	Program active or paused	Active
`Mode`	`points` (current) — future modes may add cashback or tiered	Points
`Earn rate`	Points earned per $1 of qualifying order subtotal	`1 pts per $1`
`Redemption rate`	Dollar value of each point at checkout	`$0.01 per point`

Disabling vs deleting

Setting status to paused stops new earn and redemption but preserves existing balances. There is no destructive "delete program" action — point history is retained for audit.

Earning Points¶

Points are credited when an order transitions to a qualifying state (by default AwaitingFulfillment or later). The service calculates:

points_earned = floor(order_subtotal * earn_rate)

order_subtotal excludes tax, shipping, and prior-applied store credit by default. A loyalty.earned event is emitted so extensions (email receipts, tier-upgrade triggers, analytics) can react.

Redeeming Points¶

Customers redeem at checkout via a cart-level action. The redeemable amount is capped by the current balance:

redemption_value = min(requested_points, balance) * redemption_rate

The redemption becomes a line on the order, allocated across items the same way any other cart-level discount is. Cancelling the order returns the points to the customer's balance automatically.

Balance Management¶

Every change to a customer's balance writes a LoyaltyTransaction row with kind ∈ earn | redeem | adjust | expire. The ledger is the source of truth — the balance column is a materialized sum.

Staff can issue manual adjustments from the customer detail page (positive for bonuses, negative for corrections). Each adjustment requires a reason that is persisted on the transaction for audit.

Top Balances¶

The Top balances panel lists the 100 customers with the largest outstanding balances — a quick read on program liability and who your highest-engagement customers are. Click through to the customer detail for the full transaction history.

Developer Reference¶

Loyalty internals live in backend/vectis/modules/loyalty/:

models.py — LoyaltyAccount, LoyaltyTransaction
services.py — LoyaltyService (earn_for_order, redeem, adjust, list_transactions)
events.py — loyalty.earned, loyalty.redeemed, loyalty.adjusted

Loyalty attaches to the checkout pipeline via an event subscriber — see Events & Messaging.