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🛒 Store Staff Operations Manual

This guide outlines the day-to-day operations for retail store cashiers and customer service representatives utilizing the CPL Real Rewards Loyalty system.

When a customer presents a loyalty card or requests points balance information at the customer service desk:

  1. Navigate to Contacts or Real Rewards Members via the main navigation bar.
  2. In the search bar, use one of the pre-configured filters:
  3. Real Rewards Clients: Displays all active loyalty program participants.
  4. Needs Profile Update: Filters for members with incomplete demographic information (missing birth date, phone number, or invalid formatting).
  5. Search by Loyalty Card Number (e.g. 2000000012345) or Customer Mobile Number.

[!TIP] The system indexes card numbers with automated prefix normalization, allowing instant search even if leading zeros are omitted.

2. Customer Profile Demographics & Validation Rules

When registering or updating a customer profile, ensure the following required fields are accurately recorded:

flowchart TD
    Start["Enter Customer Details"] --> DOBCheck{"Birth Date Valid?"}
    DOBCheck -->|"Future Date or < 1900"| BlockDOB["🛑 ValidationError: Impossible Birth Date"]
    DOBCheck -->|"Valid Date"| PhoneCheck{"Phone Provided?"}
    PhoneCheck -->|"Valid PNG Number (+675)"| SaveProfile["✅ Profile Saved Successfully"]
    PhoneCheck -->|"Missing or Incomplete"| WarnProfile["⚠️ Flagged: Needs Profile Update"]

Demographic Field Rules:

  • Date of Birth (birth_date):
  • Cannot be in the future.
  • Cannot be earlier than January 1, 1900.
  • Attempting to save an invalid date triggers an immediate backend ValidationError.
  • Member UUID Anchor (rrp_member_uuid):
  • Generated automatically on registration.
  • Acts as the permanent immutable anchor across card replacements and legacy migrations.
  • Registered Store Code (registered_store_id):
  • Identifies the primary outlet where the loyalty member enrolled.

3. Handling Inquiries & Balance Checks

  • Staff can view the real-time calculated balance in the partner form under the Loyalty Card tab.
  • Points transactions are ledger-backed: point deductions or additions create immutable ledger records.
  • Decimal points are strictly truncated: if a transaction calculates 14.85 points, the member is credited 14 points. Whole points are awarded 1-to-1 against Kina spend.