NOTE: The app has not yet been published

Summary

The Annex Cloud Loyalty integration for Shopify POS (Point of Sale) allows in-store staff to manage loyalty enrollment and rewards directly from the POS app during a sale. Using the Loyalty tile, staff can identify whether a walk-in customer is an existing loyalty member, enroll new customers into the program, view a member's loyalty information (points balance, tier, lifetime spend), and apply eligible rewards — such as coupons — at checkout.

This guide covers:

• Adding or searching for a customer
• Enrolling a customer into the loyalty program
• Viewing a member's loyalty information
• Placing an order and earning points
• Redeeming a reward (coupon) at checkout

Navigation: Shopify POS App > Loyalty Tile

How to Log In

• Open the Shopify POS app on the device.
• On the PIN entry screen, enter your staff PIN to log in.
• Once logged in, you'll land on the POS home screen — this is the launching screen from which search, cart, products, and loyalty are all accessed.

Features in the App

• Loyalty Tile ("Rewards & enrollment"): Opens the Annex Cloud Loyalty — Smart Grid widget, showing the selected customer's tier, points balance, lifetime spend, and available rewards.
• Search: Lets staff search across Products, Orders, or Customers.
• Cart: Shows the customer added to the sale and the cart options — Apply discount, Automatic discounts, Load draft order, Send cart, Add note, Mark as fulfilled.
• All Orders: Displays past orders with order number, customer name, amount, and status (Paid, Fulfilled).
• All Products: Displays the product catalog with price and stock availability. Selecting a product shows inventory details and, if configured, the loyalty points it will earn (e.g., "Earn 750 points with this purchase").

To Search a Member

• Tap the Search icon from the home screen.
• Select the Customers tab (Products and Orders tabs are also available).
• Type the customer's name, email, or phone number in the search bar.
• If found, tap the customer to view their profile or add them to the current cart.

To Add a Member

• At checkout, tap Add customer in the Cart screen.
• If the customer doesn't already exist, select Add new customer.
• Fill in the Contact information:
  • First name (required)
  • Last name (required)
  • Email (required) for loyalty enrollment
  • Phone number (optional)
• Optionally set Customer options: Accepts email marketing, Accepts SMS marketing, Collect taxes.
• Scroll to Customer metafields, where the loyalty fields appear:
  • Loyalty Opt In Status
  • Ac Anniversary Date
  • Ac Birth Date
  • First Name / Last Name / Phone Number / Email
• To enroll the customer in loyalty: tap Loyalty Opt In Status → select YES → tap Save (top right).
• Once saved, the customer is enrolled, and their loyalty details (Enrollment status, Points Balance, Tier, Lifetime spend) appear on their profile.

Note: A newly enrolled customer with no prior purchases will show a Points Balance of 0. Points are only awarded once a triggering action occurs — for example, if the loyalty program is configured to award points on enrollment (opt-in), the customer receives points as soon as they opt in; if points are configured to be awarded on purchase, the balance updates only after the customer makes a purchase.

Viewing a Member's Loyalty Information

Once a customer is added to the cart, their loyalty details show up in two places:

• On the customer profile screen, under Loyalty Rewards:
  • Enrollment status (e.g., Enrolled)
  • Points Balance
  • Tier (e.g., PBL-885 Tier Name)
  • Lifetime spend
• On the Loyalty tile (Annex Cloud Loyalty — Smart Grid), showing the same tier, points balance, and lifetime spend, plus a list of Available rewards the customer is currently eligible for.

Order Placement

• Search for or add the customer to the cart (see above).
• Tap Search → Products tab, or browse All Products.

• Select a product to view its details. If loyalty is configured, the product screen shows how many points the purchase will earn (e.g., "Earn 750 points with this purchase," based on a configured earning ratio — here, a 1:1 points-to-spend ratio).
• Tap Add to cart.

• From the Cart, tap Checkout.

• Select a payment method:
  • Cash
  • Gift card
  • Manual card entry (MOTO)
  • Split payment
• Complete the payment to place the order.
• Once placed and fulfilled, the order appears under All Orders with its order number, amount, and status (Paid, Fulfilled).

Example: After a $749.95 purchase (1:1 earning ratio), the customer's Points Balance updates to 750, Lifetime spend updates to 749.95, and Tier is re-evaluated and updated automatically based on configured tier milestones.

Redeem Rewards (Using a Coupon)

• Add the customer and product(s) to the cart.
• Tap the Loyalty tile to open the Annex Cloud Loyalty — Smart Grid, showing the customer's available rewards (e.g., $5 coupon, $10 coupon) based on their current points balance.
• Tap Go to checkout → select the Eligible Rewards tab.
  • Eligible Rewards: Rewards the customer can choose to redeem right now, based on their available points.
  • Claimed Rewards: Rewards already automatically issued based on a milestone or condition the customer has met.
• Select the reward to redeem (e.g., check the $5 coupon, costing 50 points) and tap Apply rewards.
• The discount is applied to the cart — e.g., a $1,025.00 order with the $5 coupon applied shows Order discounts: −$5.00, bringing the total to $1,020.00.
• Return to the cart, tap Checkout, and complete payment (e.g., Cash).
• Once complete, the customer's Points Balance updates to reflect points earned from this purchase (the discount doesn't prevent points from being earned), and the order appears in their history.

After completing a sale, staff can also:

• Send a receipt via Email or Text
• View the Order summary
• Manage customer details
• Add an order note

Additional Notes

• Tier upgrades happen automatically — as a customer's lifetime spend or points balance crosses a configured tier milestone, their Tier updates on its own with no manual staff action needed.
• Points earning is ratio-based (e.g., 1 point per $1 spent), and can vary by product or promotion.
• Rewards and points balances are always shown live on the customer's profile and Loyalty tile, so staff can confirm status at any point during the sale.
• The Loyalty app for Shopify POS is not published yet on Shopify App store.