FRCS User Guide - Login
Contents
1. Ifa Base Offer Type of Flat 15 selected you must Enter the Futura Rewards Member s postal code in Figure 3 2 4 the Member s Postal Code field shown in Figure 3 2 4 The postal code be used to plot the geographic location of the shopper in relation to your Merchant s locations If the field is left blank or contains invalid data the error shown in Figure 3 2 33 will display Figure 3 2 5 meTeTemAmt 200 Enter the pre tax transaction amount without dollar signs or commas e g 100 in the Pre Tax Trans Amt field 5p shown in Figure 3 2 5 If the field 1s left blank or contains Base Rewards 2 00 invalid data the errors shown in Figures 3 2 36 and 3 2 35 will TOUS UE S display Total Rewards 2 00 Figure 3 2 7 The Transaction Date field shown in Figure 3 2 7 always defaults to the current date but if the actual Transaction Date e transaction date 15 another date you may change the date by clicking on the Calendar Icon and selecting the day date of payment from the pop up calendar select the appropriate Base Offer by clicking the PES TS Base Offer Type pull down shown in Figure 3 2 8 Base Offer and selecting one from the list e g Percentage or Flat Flat Percentage Figure 3 2 9 Ifa Base Offer Type of Percentage is selected you must enter the percentage amount in the Percentage Amount Pe2. REPORT 6 18 4 3 EXPORTING YOUR TRANSACTION HISTORY REPORT ceccccecccceccccecccccccccececceceaeececcececeeceaeeceaeeseceessaeecsaeeceaeeseeeceaeess 19 The Futura Loyalty Group Inc Confidential 3 1 INTRODUCTION 1 1 IDENTIFICATION The Futura Rewards Crediting System FRCS v4 0 shown in Figure 1 1 is a self contained multi user web application that provides Merchants Partners the ability to credit Futura Rewards to Futura Member accounts via the internet 1 2 PURPOSE This User Guide provides step by step instructions on using the various features contained within the FRCS application 1 3 DOCUMENT CONVENTIONS Text that is in Bold Italics is meant to identify content coming from the applications for example user must click the Login button Figure 1 1 Futura Rewards Crediting System CREDIT REWARDS USERS REPORTS MERCHANT 001 CREDIT REWARDS Indicates a required field Merchant Location Futura Member ID FI XXEN Pre Tax Trans Amt 54 Base Offer Type Bonus Offer Type Internal Reference 4 The Futura Loyalty Group Inc Transaction Date Members Postal Code a Flat Amount Bonus Rewards Members E mail Base Rewards 0 00 Bonus Rewards 0 00 TotalRewards 0 00 Add Another Transaction RESET SUBMIT Confidential LOGO
3. TRANSACTION LIST 16 The Transaction List shown in Figure 3 2 17 will Trans Amount 5200 display details of the transaction you saved Please Base Offer Percentage review the Transaction List and make sure the 2 Bonus Offer Custom information is correct If the information is om Heures 1 NOT correct then click the Remove link shown in Work Order Service Figure 3 2 17 to remove this entry and redo the eee transaction If the transaction 15 correct then proceed to the next step TOTAL Rewards 3 Figure 3 2 18 17 Enter the pre tax transaction amount without dollar 2 signs commas e g 200 in the Pre Tax Trans Amt Pre Tax Trans Amt 3 soo field shown in Figure 3 2 18 If the field is left blank or contains invalid data the errors shown in Figures 3 2 36 and 3 2 35 will display 1 Select the appropriate Base Offer for this transaction Figure 3 2 19 by clicking the Base Offer Type pull down shown in Base Offer Type Figure 3 2 19 and selecting one from the list e g Flat or Percentage Percentage Flat Percentage Figure 3 2 20 19 If a Base Offer Type of Percentage is selected you must enter the percentage amount in the percentage Amount Percent Amount field shown in Figure 3 2 20 After Figure 3 2 21 entering a percentage in the Percentage Amount field the Base Rewards and Total Rewards fields shown in Figure 3 2 21 will displ
4. 4 1 8 Figure 4 1 8 to enter a specific Transaction ID to view the details on that specific transaction To view all transactions for a specific member Figure 4 1 9 enter their Member ID in the Member ID field 010101 shown in Figure 4 1 9 iul ND If you are looking for all transactions that have Figure 4 1 10 a specific value in the Internal Reference field you can enter that value in the Internal Ref field shown in Figure 4 1 10 You can view all transactions entered by a Figure 4 1 11 specific staff member by entering their Staff ID v 1 the Entered By field shown Figure 4 1 11 To view all transactions that meet specific Figure 4 1 12 Total Rewards range enter the From and To range in the respective Total Rewards From and T From To 11 Total Rewards fields shown in Figure 4 1 12 Figure 4 1 13 When you have finished Search By selecting your Search By Entry Date From 122 2012 28 Entry Date 2 22 2042 criteria click the Search ET 3 PEE button shown in Figure Memberi TT 4 1 13 to filter and E Entered Total Rewards From display your data The Futura Loyalty Group Inc Confidential 15 13 After your data has been displayed the grid at the bottom of the screen as shown in Figure 4 1 14 you can choose the fields to display by Checking Un Checking the individual fields shown
5. 5 Fut Owt 2 14 2012 Confidential 16 Figure 4 1 18 Page Size 15 The number of records that display on a report defaults to 10 records as shown in Figure 4 1 18 but you can change it by clicking the Page Size field drop down and selecting a value from the list 16 You can choose to display scroll bars at the bottom of the report by clicking the Scroll field check box as shown in Figure 4 1 19 If you turn on the Scroll bars then they will appear at the bottom of the screen as shown in Figure 4 1 20 Figure 4 1 19 Scroll Figure 4 1 20 Member ID i C 3 6517582 2 10 2012 2102012 520000 2 2 937 Fut Ow 6517592 2 10 2012 2102012 520000 2 2 Service Fut 6517592 2 10 2012 2102012 0 00 0 Service Fut O 6517592 27102012 2102012 5500 00 5 5 Tres Fut 6517592 2 14 2012 2142012 45000 9 5 927 Fut je Figure 4 1 21 17 You can make all of your configuration selections the default by clicking the Save button shown in Figure 4 1 22 The Futura Loyalty Group Inc Confidential 17 4 2 PRINTING YOUR TRANSACTION HISTORY REPORT Figure 4 2 1 1 You can print your data by clicking the Print button shown in Figure 4 2 1 m 2 The Print dialog box will appear like the one shown in Figure 4 2 2 and from there you can select your printer and print options Click the Print button shown in Figure 4 2 2 after making your changes to print your data Figure 4 2 2 5 Print Gen
6. UT MESSAGE AREA IMPORTANT THINGS TO REMEMBER 1 Always try to obtain the Members email address 2 Be sure to check whether your organization has any special or bonus offers in place 3 Always remember to hit SUBMIT after each transaction 2 LOGIN 2 1 LOGIN TO THE FUTURA REWARDS CREDITING SYSTEM 1 Start your Internet Browser and navigate to the URL https services futurarewards ca 2 The Futura Rewards Crediting System Login web page shown in Figure 2 1 1 will display 3 Please enter your User Name and Password in the corresponding fields and click the Login button Please note that these two fields are case sensitive 1 e username Test 1s not the same as username test and password 2 53 is not the same as b2a53e Figure 2 1 1 Futura Rewards Crediting System Welcome to the Futura Rewards Crediting System Enabling you to reward your loyal customers PLEASE LOGIN t Password 1 Forgot Password LOGIN FAQ CONTACT US Copyright 2002 2011 Futura all rights reserved 4 If you have forgotten your password click the Forgot Password Button shown in Figure 2 1 1 and the page shown in Figure 2 1 2 will appear Enter your email address and your password will be sent to you but if it doesn t match the Email Address found in the system the errors shown in Figures 2 1 2 1 or 2 1 2 2 will display Figure 2 1 2 If you have forgotten your password plea
7. ay with the Base Rewards 5 00 applicable rewards based on the Base Offer Type Percentage Amount Bonus Rewards 0 00 and Transaction Amount entered T Total Rewards 45 00 The Futura Loyalty Group Inc Confidential 10 Figure 3 2 22 20 If a Base Offer Type of Flat is selected you Fist Amount s 21 22 23 24 must enter the flat amount in the Flat Amount field shown in Figure 3 2 22 After entering an amount in the Flat Amount field the Base Rewards and Total Rewards fields shown in Figure 3 2 23 will display with the applicable rewards based on the Base Offer Type Flat Amount and Transaction Amount Bonus Rewards 0 00 entered Figure 3 2 23 Total Rewards 5 00 Select from the 3 types of optional Bonus Offers Figure 3 2 24 available e g Custom Double Rewards and Triple Rewards by clicking the Bonus Offer Type pull down shown in Figure 3 2 24 to select the PE appropriate Bonus Offer from the list Bonus Offer Type If a Bonus Offer Type of Custom is selected Figure 3 2 25 default you can optionally enter the bonus value in the Bonus Rewards field shown in Bonus Rewards Figure 3 2 25 or leave the field blank or enter a 0 zero and no bonus will be calculated If a Bonus Rewards value 1s entered the Bonus Rewards and Total Rewards fields shown in Figure 3 2 23 will recalculate If a Bonus Offer Type of Double Rewards or Triple Rewards is selected from the
8. c Confidential 13 4 5 4 1 TRANSACTION HISTORY REPORT 1 Select Reports from the menu shown in Figure 4 1 1 and the Transaction History screen shown in Figure 4 1 2 will display Figure 4 1 1 Futura Rewards Crediting System CREDIT REWARDS REPORTS 2 The Transaction History screen shown in Figure 4 1 2 allows you to view print or export your Transaction History Figure 4 1 2 TRANSACTION HISTORY Search By Configuration 3 If the Search By or Configuration fields are not visible as shown in Figure Figure 4 1 3 4 1 2 then click the Down Arrow shown in Figure 4 1 3 to display the v fields 4 If you wish to hide the Search By or Configuration fields then click the Figure 4 1 4 Up Arrow shown in Figure 4 1 4 to hide the fields v 5 Youcan use the Entry Date From and Entry Figure 4 1 5 Date To fields shown in Figures 4 1 5 and 4 1 6 Entry Date From to filter the results to only those records that have an Entry Date that falls between the two dates To change the date click the Calendar Icon and Figure 4 1 6 select the day from the pop up calendar Entry Date To The Futura Loyalty Group Inc Confidential 14 10 11 12 Figure 4 1 7 If you wish to view transactions with a specific status transaction status then click the Status field drop down shown in Figure 4 1 7 and select one from the list You use the Transaction ID field shown Figure
9. ds 0 00 Total Rewards 0 00 Add Another Transa con RESET SUBMIT The Futura Loyalty Group Inc Confidential 6 3 CREDIT REWARDS 3 1 DESCRIPTION The Credit Rewards screen has the ability to add multiple transaction items to the transaction record before submitting to Futura Rewards for processing 3 2 HOW TO CREDIT REWARDS TO FUTURA MEMBERS Figure 3 2 1 1 Select Credit Rewards from the menu shown in Futura Rewards Crediting System Figure 3 2 1 and a blank Credit Rewards page will display on the left side of the screen as shown in Figure 3 2 2 CREDIT REWARDS USERS REPORTS Figure 3 2 2 CREDIT REWARDS Indicates a required field Futura Member FT Member s Postal Code fo Pre Tax Trans Amt 5 o O Transaction Date i Flat Amount Base Offer Type 2 Simply type in the Member s 9 digit Futura Rewards Number in the Futura Member ID field shown in Figure 3 2 2 from one of the many varieties of cards available as shown in Figure 3 2 3 A USB card reader can be used to auto populate this field when the cursor is placed in the Futura Member ID field as shown in Figure 3 2 2 and swipe the Members Futura Rewards card through the card reader If the field is left blank or contains invalid data the error shown in Figure 3 2 32 will display Figure 3 2 3 community collector card Carte collectionneur The Futura Loyalty Group Inc Confidential 7
10. eral Options Select Printer Microsoft Office Live Meeting 2007 Document Writer Microsoft 5 Document Writer Send To OneNote 2007 4 Status Ready _ Print to file Location Fage Range Humber of capies S electio Current Page Pages Collate Enter either a single page number or a single page range For example 5 12 The Futura Loyalty Group Inc Confidential 18 4 3 EXPORTING YOUR TRANSACTION HISTORY REPORT Figure 4 3 1 1 If you wish to export your data to Excel or to a CSV file click the Export E button shown in Figure 4 3 1 Export 2 When you click the Export button you will receive the File Download dialog box shown in Figure 4 3 2 and you have the option to Open or Save the file Figure 4 3 2 File Download Do you want to open save this File Repork csy 2 d Type Microsoft Office Excel Comma Separated Values Fil From While files from the Internet can be useful some tiles can potentially harm your computer IF you do nat trust the source do not open save this What s the risk The Futura Loyalty Group Inc Confidential 19
11. in Figure 4 1 15 For example if you wish to remove the Status field from the data uncheck the Transaction ID field check box shown in Figure 4 1 16 and the Transaction ID Field vanishes from the report as shown in Figure 4 1 17 14 The Futura Loyalty Group Inc You can sort your data by clicking the column names in the report header shown in figure 4 1 14 For example you will notice that the Member ID field has an Up Arrow beside it which denotes that this field is the sort field and it is sorted in Ascending order If you were to click the Member ID field again the Up Arrow would change to a Down Arrow meaning that the sort order is now Descending You may click any column name in the report header and the program will sort the data based on the data in that column Figure 4 1 14 6517592 27102012 2102012 200 00 00106610 6517592 2 10 2012 2102012 5200 00 00106620 6517592 2 10 2012 2102012 5000 00106621 6517592 2102012 2102012 549000 FT00106 40 Tr 6617592 2 14 2012 2142012 345000 001068 lt 0 937 lt s 4 1 15 Columns v Member ID v Transaction Date Entry Date Transaction Amount Base Amount v Bonus Amount v Total Amount Transaction ID Internal Ref Entered By Status Figure 4 1 16 Transaction ID Figure 4 1 17 2102012 6517592 2 10 2012 210 012 200 00 2 9 2 Service 6517592 2102012 210 2012 0 00 0 Service 6517592 2 10 2012 21029122 5350000 0
12. jan R LOYALTY GROUP FUTURA REWARDS CREDITING SYSTEM FRCS v4 0 STAFF USER GUIDE REVISION DATE JANUARY 10 2012 REVISION VERSION 4 0 2 This page was left blank intentionally The Futura Loyalty Group Inc Confidential Table of Contents L INIRODUCTION ehe be UI vb ee eee alise bu i eee 4 a KS E A 4 1 2 5 OR ERUIT IEEE 4 123 DOCUMENT CONVENTIONS recen er v ta vede yb e UE o ex ave Vena ve xL ve YET eM URS VERTO ME 4 Z LOGIN cea dev INED NR Buh cena sede eh TOU eS V 5 2 1 LOGIN TO THE FUTURA REWARDS CREDITING 5 5 1 seres se tese se esse rui 5 SSCREBILREWARDS 5 ist rt 7 SSI DESGRIP TION BN RERUM ERRORI 7 3 2 HOW TO CREDIT REWARDS TO FUTURA MEMBERS iR exa rs eeu sae 7 A REPORTS a eam 14 TRANSACTION HISTORY REPORT 14 4 2 PRINTING YOUR TRANSACTION HISTORY
13. list shown in Figure 3 2 24 the Bonus Rewards and Total Rewards fields shown in Figure 3 2 23 will recalculate based on the Base Rewards and Bonus Offer Type values The Internal Reference field shown in Figure Figure 3 2 26 3 2 26 1s an optional field that can contain an identifier to help track reward activity Internal Reference Tres e g invoice Tires or Toyo by transaction You could use the same type of identifier for all transactions to simplify reporting or a different one for each transaction The Futura Loyalty Group Inc Confidential 11 3 2 27 Add Another Transaction Figure 3 2 28 25 Click the Add Another Transaction link shown in Figure 3 2 27 review your transactions in the TRANSACTION LIST Transaction List All of your transactions will be listed Trans Amount 5200 as shown in Figure 3 2 28 so that you not only see E SEIEN I Base Rewards 2 the individual transactions but the transaction totals If Bonus Offer you find any transactions that not correct then delete Bonus Rewards 1 th Work Order Service em SUB TOTAL 3 Remowe Trans Amount 5500 Base Offer Percentage Base Rewards 5 Bonus Offer Custom Bonus Rewards 0 Work Order Tires 26 If you wish to add another transaction then proceed to SUB TOTAL 5 Step 18 Remove TOTAL Rewards 27 If you wish to cancel the entire Credit Rewards Figure 3 2 29 transac
14. rcent Amount field shown in Figure 3 2 9 After entering a percentage in the Percentage Amount field the Base Rewards and Total Rewards fields shown in Figure 3 2 6 will display with the applicable rewards based on the Base Offer Type Percentage Amount and Transaction Amount entered Figure 3 2 10 enter the flat amount in the Flat Amount field Flat Amount shown in Figure 3 2 10 After entering an amount in the Flat Amount field the Base Rewards and Total Rewards fields shown in Figure 3 2 6 will display with the applicable rewards based on the Base Offer Type Flat Amount and Transaction Amount entered The Futura Loyalty Group Inc Confidential 8 9 10 11 12 13 14 Select from the 3 types of optional Bonus Offers Figure 3 2 11 available e g Custom Double Rewards and Triple Rewards by clicking the Bonus Offer Type pull down shown in Figure 3 2 11 and selecting the appropriate Bonus Offer from the list Bonus Offer Type Double Rewards Triple Rewards If a Bonus Offer Type of Custom 1s selected Figure 3 2 12 default you can either enter the bonus value in the Bonus Rewards field shown in Bonus Rewards Figure 3 2 12 leave the field blank or enter a 0 zero and no bonus will be calculated If a Bonus Rewards value Figure 3 2 13 is entered the Bonus Rewards and Total Rewards fields shown in Figure 3 2 13 will recalculate dl Bonus Rewards 1 00 Total Rewa
15. rds 3 00 If a Bonus Offer Type of Double Rewards or Triple Rewards is selected the Bonus Rewards and Total Rewards fields shown in Figure 3 2 13 will recalculate based on the Base Rewards and the Bonus Offer Type The Internal Reference field shown in Figure 3 2 14 Figure 3 2 14 1s an optional field that can contain an identifier to help track reward activity e g invoice Tires or Toyo by transaction You could use the same type of identifier for all transactions to simplify reporting or a different one for each transaction Internal Reference Service Enter the Member s E mail Address in the Figure 3 2 15 optional Member s E mail Address field Member s E mail shown in Figure 3 2 15 5 If you have more than one transaction for the same member due to a different Base or Bonus Offer or the internal reference is different proceed to the next step otherwise proceed to Step 28 to submit the transaction for processing The Futura Loyalty Group Inc Confidential 9 3 2 16 15 Click the Add Another Transaction link shown in Base Rewards 2 00 Figure 3 2 16 and the current transaction is saved on the screen as shown in Figure 3 2 17 and the Transaction Bonus Rewards 1 00 Amount Internal Reference and Bonus Rewards value TotalRewards 3 00 fields are blanked out so you can enter another Add lia acon transaction RESET SUBMIT Figure 3 2 17
16. se enter email address below and click submit We will email you your password shortly t Email Address SUBMIT The Futura Loyalty Group Inc Confidential 5 2 1 2 1 If you have forgotten your password please enter email address below and click submit We will email you your password shortly The E mail Address entered is invalid Email Address SUBMIT Figure 2 1 2 2 If you have forgotten your password please enter email address below and click submit We will email you your password shortly Please fil in your E mail Address SUBMIT 5 If you have successfully logged in you will see the Credit Rewards page similar to the one shown in Figure 2 1 3 Figure 2 1 3 Futura Rewards Crediting System LOGOUT CREDIT REWARDS USERS REPORTS MERCHANT 001 5 MESSAGE AREA CREDIT REWARDS IMPORTANT THINGS TO REMEMBER indicates required field 1 Always try to obtain the Merchant Location Store 001 Member s email address ud D rT T 2 Be sure to check Futura Member ID 1 Member s Postal Code r Pre Tax Trans Amt 5 Transaction Date Fab 07 2012 12 has special or bonus offers in place Base Otter Type patamout 3 Always remember to hit Bonus Offer Custom Bonus Rewards SUBMIT after each internal Reference MembersE mak IO Base Rewards 0 00 Bonus Rewar
17. tion and start over you can click the Reset button shown in Figure 3 2 29 at any time 28 You must press the Submit button shown in Figure 3 2 29 to send the transaction for processing Figure 3 2 30 29 After clicking the Submit button shown in qu Figure 3 2 29 you will receive a confirmation box Confirm Transaction like the one shown in Figure 3 2 30 If you are satisfied with the transaction s click the Yes 8 Futura Rewards will be credited button to submit the transaction record for Are you sure you wish to proceed processing otherwise press the No button to cancel the transaction The Futura Loyalty Group Inc Confidential 12 Figure 3 2 31 Transaction Summary Transaction Receipt 30 The confirmation message shown in Figure Activity Date Feb 10 2042 3 2 31 will display confirming the record has Member ID FT 6517592 xxxx been submitted for processing You must click the Finish button to close the window Total Rewards amp Figure 3 2 32 Futura Member ID FT ana Please fil in the correct Futura Member ID Figure 3 2 33 Members Postal Code Please fil in Member s Postal Code Figure 3 2 34 Flat Amount 3 Please fil in the Flat Amount Figure 3 2 35 Total Rewards 0 00 The Total Rewards must be greater than 0 Figure 3 2 36 Pre Tax Trans Ant EEE Please fil in the Transaction Amount The Futura Loyalty Group In
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