# 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](/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).
   :::