Chapter 04 Overview: Sales & Loyalty

What You Will Complete

• Understand how coupons, gift cards, and loyalty points work in YellowPink.
• Set up products and choose a stock/inventory approach that fits your store.
• Manage stock and sell products with correct checkout records.
• Handle orders and common issue cases (issue, redeem, adjustments).
• Configure membership tiers and rewards redemption to support repeat customers.

Preparation

• Optional pre-read: 00 Inventory Types Comparison.
• Confirm your salon’s pricing rules, taxes, and who is allowed to manage stock.
• Make sure you have permissions for Sales, Products, and Inventory features.

Suggested Learning Order

1. 00 Coupon & Gift Card Rules
2. 00 Loyalty Points Rules
3. 01 Product Setup
4. 02 Stock Management
5. 03 Product Selling Flow
6. 04 Orders and Details
7. 05 Coupon Templates and Issuing
8. 06 Gift Card Lifecycle
9. 07 Membership Tiers and Points
10. 08 Rewards and Redemptions

Estimated Time

• Quick read: 45-60 minutes
• Hands-on setup: 60-90 minutes

Completion Checklist

• You can explain coupon/gift card/points rules used by your store.
• You can set up products and manage stock movements correctly.
• You can sell products and verify the order and payment results.
• You can issue/redeem coupons and gift cards without policy mistakes.
• You can configure membership tiers and rewards redemption end-to-end.