---
schema_version: "1"
id: 7c8343ec3681d0aac55c48fbc035b6bfb3624a50ded8b1f4159ad10588ee99cc
title: Prepare to Install Loyalty Management POS API Unlocked Package
collection: developer
version: current
locale: en-us
portal_url: https://docs.salesforce.com/developer/current/en-us/industries-integrations/loyalty/guides/prep-install-unlocked-package.md
canonical_url: https://developer.salesforce.com/docs/industries/loyalty/guide/prep-install-unlocked-package.html
source_site: developer.salesforce.com
content_type: documentation
content_hash: b60eb8de5b6b791372b54ec2cbbc35f5053cee53f13315c8851e2b3ea42b25f3
products:
  - Loyalty Management Integrations API
  - Industries Integrations
---
# Prepare to Install Loyalty Management POS API Unlocked Package

Ensure that loyalty-specific licenses are available in your org. Prepare your org by completing all the steps that are mentioned on this page before you install Loyalty Management POS API unlocked package.

## Create a Loyalty Program Process

[Create a loyalty program process](https://help.salesforce.com/s/articleView?id=sf.loyalty_program_process.htm&type=5) and set up journal data.

- For the Redemption journal type, add Redeem against order as the journal subtype.
- For the Accrual journal type, add Purchase as the journal subtype.

## Create a POS Integration Kit User Profile

1.  From Setup, in the Quick Find box, enter `Profiles`, and then select **Profiles**.
2.  Clone the Standard User profile and rename the profile as `POS Integration Kit User`.
3.  Save your changes.
4.  Under Standard Object Permissions, provide access to the [Supported Standard Objects for POS Integration Kit user](https://developer.salesforce.com/docs/industries/loyalty/guide/supported-standard-obj.md) based on your business requirements.

## Create a User

Create a user for the POS integration kit profile, and assign the Loyalty Management permission set to the user.

1. From Setup, in the Quick Find box, enter `Users`, and then select **Users**.
2. Click **New User**.
3. Enter details for the required fields.
4. Select **Salesforce** as the user license.
5. Select **POS Integration Kit User** as the profile.
6. Save your changes.
7. On the User page, click **Permission Set Assignments**.
8. Click **Edit Assignments**, and add Loyalty Management to the Enabled Permission Sets list.

## Configure Loyalty Management Settings

1.  Consolidate Member Points for Expiration. See [Enable Consolidation of Fixed-Type, Non-Qualifying Points of Members in Batches](https://help.salesforce.com/s/articleView?language=en_US&id=sf.enable_points_consolidation.htm&type=5).
2.  [Enable Automatic Calculation of Points Expiration Date for Canceled Redemptions](https://help.salesforce.com/s/articleView?id=sf.expiration_date_calculation_setting.htm&language=en_us&release=244.11.0&type=5).
3.  [Enable Person Accounts](https://help.salesforce.com/s/articleView?id=sales.account_person_enable.htm&type=5).
4.  To avoid duplicate person accounts, see [Customize Duplicate Rules](https://help.salesforce.com/s/articleView?id=sf.duplicate_rules_create.htm&type=5) and [Standard Person Account Matching Rule](https://help.salesforce.com/s/articleView?id=sf.matching_rules_standard_person_account_rule.htm&type=5).

    **note:** Ensure that the currency in the POS system is the same as the loyalty program currency. See [Loyalty Program Currencies](https://help.salesforce.com/s/articleView?id=sf.loyalty_program_currencies.htm&language=en_us&release=244.14.0&type=5).