Loyalty members, actions and manual points

Members

Open Customers › Loyalty Program › Members tab. 1 Search by name, number or card number; choose the sort order from the list next to it (latest visits, highest balance, top earners, new members). 2 The list shows the number, card no., points, stamps, number of purchases and last visit date. 3 A customer whose stamp card is full shows reward ready; 4 points of a customer who hasn't verified their number are shown with "+" as pending.

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Member card

Click the customer's name in the list. You see 1 the customer's name, number and verification status, 2 available points, 3 stamps, number and total of purchases, total points earned and used, and first and last visit dates.

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In the Activity Log list below, you see 2 the points and stamps earned on each purchase, redemptions, cancellations and 3 gifts such as the welcome bonus, together with the sale number. Clicking the sale number opens the sale details.

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Adding / deducting points and stamps manually

To add points for a sale where the number was not entered at the till, or to deduct points added by mistake, use the Manual points and stamps entry section on the member card.

1. Choose Add or Deduct

   1 Choose Add or Deduct.

2. Enter points and stamps

   2 Enter the points and/or stamps to add or deduct.

3. Write a note and save

   3 A note is required (e.g. "Number not entered at till, 18.10 bakery receipts"). 4 Press Save. The entry is recorded in the history with its note and your name.

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Moving points entered on the wrong number

The 1 Loyalty card on the sale details page shows the sale's points and customer. Press 2 Transfer points to another number.

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Enter 1 the correct number and 2 a note, then press 3 Transfer. The points from this sale are deducted from the old number and added to the new one; points redeemed in this sale stay on the old number. If no number was entered for the sale at all, you can add the points later from the same place with Enter number, add points.

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Actions

On the Actions tab, select 1 the date range, action type (earned, points redeemed, stamp reward, manual entry, transfer, expired…) and branch, then press Show. Below it you see the summary for the selected period: points earned and redeemed, expired points, gift points, loyalty discount applied on receipts, stamps and rewards given, sales to members, and new and returning members.

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The Numbers to check section shows numbers that were entered on more sales in one day than the daily limit during the last 7 days. 1 A cashier entering their own number on sales without a customer shows up here.

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At the bottom, the 1 history of all customers is listed by date.

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