Difference between revisions of "How do I View the Balance on a Loyalty Card?"
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Revision as of 20:40, 19 January 2017
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Summary
Loyalty Card Maintenance allows you to view the balance on a Loyalty Card. You can use this option to check for pending, available and redeemed points.
More Information
The Loyalty Card Maintenance option needs to be added to a menu. This allows you to control who has access to it. Please see Adding Items to Custom Menus for instructions.
View Balance
Go to Loyalty Card Maintenance.
- Enter the Card number (with or without the leading characters), the Customer's Account Code or enter text to search on e.g. part of the customer's name.
- Click [Search].
- Alternatively leave all fields blank and click [Search] to list all Loyalty Cards that have been issued.
- The screen will display:
- All points earned over the lifetime of the card.
- Points Redeemed to date.
- Points Available to spend.
- Pending Points i.e. points earned but not yet available to spend.
- Total Balance displays Available plus Pending points i.e. the balance on the card.
To amend a balance see THIS article.
Print results
If you wish to print the results, click the print icon at the top of the screen or press <Ctrl+P>.
- Select [Print] for a printed list or choose [Excel] or [CSV] to create a file.
See also
- How do I set up a Customer Loyalty Scheme?
- How do I Issue Loyalty Cards?
- How do I Redeem Loyalty Points?
- How do I View Who Owns a Loyalty Card?
- How do I Amend the Balance on a Loyalty Card?
- Adding Items to Custom Menus
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