Adjust loyalty points
This topic is under construction. It may be incomplete and is subject to change.
When to use this procedure
Follow the steps below to adjust a customer's loyalty point balance.
Example of use
Your store is running a promotion where customers spending over $100 get 100 bonus loyalty points. To add the bonus points you access the Adjust Loyalty Points window for each customer spending that dollar amount in your store and add 100 points in the Points Adjustment box.
Steps to complete
Prerequisites: The customer account must be set up for loyalty points on the Add/Change Customer window (must have a loyalty number).
- On the Modules menu, point to Customer, then to Loyalty Points and click Adjust Points. The Pick Customer window displays.
- Search for and select a customer. The Adjust Loyalty Points window displays.
- Enter a dollar amount to calculate loyalty points in the Amount box and/or enter the number of points to add or remove in the Points Adjustment box. The Points Adjustment box is required if the customer type associated with the account is not set up with a default loyalty point calculation.
- If desired, enter any notes regarding the points adjustment in the Notes box.
- Click Save. The Select Output Destination window displays.
- Select your desired output destination and click OK. The points adjustment invoice is sent to print preview, a printer, or a file location depending on your report output selections.
