Reward Points - Configuration Settings

All Configuration settings are located at Reward Points -> Settings, and break into the following sections:


General Settings

Option Description
Point Unit Name Name of unit for points (e.g. Reward Point(s), Gold Coin(s)).
Reward points expire after, days Number of days after which points will be expired. If you don't need this feature, leave this field empty.
Approve earned points on invoice If enabled, earned points will be added to the customer account after creating a new invoice for order.
Approve earned points on shipment If enabled, earned points will be added to the customer account after creating a new shipment for order.
Approve earned points if order has status Defines, on which status points shall be rolled to the customer's balance. All available Order Statuses can be viewed at System -> Order Statuses.
Cancel earned points after order refunding If enabled, earned points will be canceled after creating a new credit memo for order.
Restore spent points after order refunding If enabled, spent points will be restored after creating a new credit memo for order.
Allow to earn points from shipping charges If enabled, earned points will be added to the customer account from shipping charges.
Allow to spend points for shipping charges If enabled, customer is able to spend earned points from shipping charges.
Allow to place orders with grand total = 0 If enabled, customer is able to place orders and earn points with grand total = 0.
Use points and coupons at the same time If enabled, allows to use discount codes and reward points at the same time. To disable this feature, select one of these options:
Disabled with warning - shows warning message about restriction of using points and coupons at the same time.
Disabled with block hide - if one of the discounts is applied, another discount block hides.
Display points on product pages as currency equivalent If enabled, calculated from Product Earning Rules points amount is translated to corresponding approximate currency amount. Rate is determined by most generic Spending Rule.

Note: It is merely an estimate, since there can be Cart Earning Points, and/or additional Spending Rules with complex conditions, which can alter actual points and currency amount.

Notification Settings

Option Description
Email Sender Email which will be used to send email messages to customers.
Balance update Email Template for balance update notification.
Points expire Email Template for points expiration notification.
Send notification before points expiring (in days) Number of days before which extension will send points expiration notification to customer.

Email Templates can be customized (or created from scratch) at System -> Transactional Emails, and set to the appropriate options of this section.


Referrals

Option Description
Enable Referral System Enables referral system.
Invitation Email Template Template for invitation of referrals.

Display

Option Description
Display Reward Points block on checkout page Allows to display Spending Points block at Checkout. To permanently disable spending on checkout, set this option to No.
Display Reward Points block on cart page Allows to display Spending Points block at Cart. To permanently disable spending on checkout, set this option to No.
Disable Behaviour Notifications Allows to suppress page notifications, when certain Behaviour rules are created. Select here actions, for which notification should not be shown.

Advanced

This section is used for automatic conflict resolutions. Do not use options here, unless you really need it to resolve conflict with third-party extension.

Option Description
Disable Points Refreshing at Stages Our Points are refreshed on three stages: Quote Saving (frontend) (occurs whenever you buy the product), Quote Saving (backend) (occurs whenever you add the product to the backend order) and Order Completion. If you have errors, or productivity issues on some of that stages, select it in this option - then our extension will not refresh points on their passing.
Refresh points on cart and checkout If enabled, forces Points Refresh on opening (or refreshing) Cart or Checkout pages. Useful, when you had disabled refresh on quote saving in option above, or points for some reason do not refresh (in most cases - due to page update via AJAX).
Exclude points refresh, when URI request has pattern Some third-party actions also uses Quote saving and Order completion events for their needs. This also means, that our points refreshing also starts, turning earned points amount to zero or even causing crushes. In this case you can set in this option either pattern or unique substring from URL of such actions to disable points refreshing on this stage. See example below.

If you use third-party POS extension, which alters Quote and thus makes our extension crush, find out problem URL request, say 'https://store.com/services/PointOfSales/complete'.

Then set at Exclude points refresh, when URI request has pattern option PointOfSales substring, which contain in all URLs of that extension.

It will make our extension to not refresh points for Point of Sales for all URL's, which are added by Point of Sales extension.

Next steps

Reward Points