Redeem Loyalty Points window
This topic is under construction. It may be incomplete and is subject to change.
Purpose
Use this window to redeem a customer's loyalty points outside of a sales transaction.
To access this window
Complete one of the following to access this window.
- On the Modules menu, point to Customer, then to Loyalty Points, and then click Redeem Points.
- Use the keyboard shortcut Alt, M, C, Y, R.
Diagram
The following thumbnail illustrates the Redeem Loyalty Points window. Click it to view a full-size image.
Item descriptions
Fields and boxes
| Item | Description |
|---|---|
| Acct |
Displays the customer/account name you for which you want to adjust loyalty points. Click to view the account name, address, and other demographic information. Right-click in this box to copy the mailing address to the clipboard. |
| Loc | Displays the location with which the customer is associated. Select a different location if desired. |
| Ref# |
Displays the automatically generated invoice (reference) number (according to the system variable NextInvoice). This number may be changed, but must not duplicate any other invoice number. Note: Tri-Tech does not recommend changing this number. |
| Date |
Enter the date of the points adjustment. By default, this is the current date. To quickly enter today's date, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard. This box supports F6 functionality; the Choose Date window opens. |
| Current Points | Displays the current loyalty points available for this account. |
| Points Adjustment |
Enter the amount to adjust the current points balance. You may increase the balance or decrease it by preceding the number by a - symbol (for example, -10.00). This box is required unless Loyalty Rate box on the Customer Defaults window is completed for the associated customer type. |
| Notes |
Enter any notes about the adjustment. Press F4 on your keyboard to automatically add the date, time, and your user name to the note. This box supports F6 functionality; the Select Comment window opens. |
Buttons
| Item | Description |
|---|---|
| Save |
Saves your points adjustment and opens the Select Output Destination window where you can view, print save, or email a copy of the loyalty point adjustment invoice. This button only displays if you've changed the details of at least one box on this window. |
| Cancel |
Cancels any changes you've made to any box(es) on this window. This button only displays if you've changed the details of at least one box on this window. |
| Exit | Closes the window. |
