Difference between revisions of "How do I Amend the Balance on a Loyalty Card?"
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Latest revision as of 05:30, 19 June 2019
Summary
This article explains how to amend the points balance on a loyalty card.
More Information
Loyalty Card Maintenance allows you to amend the balance on a Loyalty Card. This allows you to correct errors or transfer points between cards e.g. if you issue a replacement card.
Amend a Balance
Go to " Reports & Settings Maintenance Options System Administrator Module Settings Customer Loyalty 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.
- Select the card to amend and click [Balance].
- Enter the new balance for the card.
You are amending the Available balance on a card. This will not affect any Pending points. |
- Click [Accept] to save the amended balance.
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 View Who Owns a Loyalty Card?
- How do I View the Balance on a Loyalty Card?
- How do I Replace a Loyalty Card?
- How do I Retire a Loyalty Card?
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