Difference between revisions of "How do I View the Balance on a Loyalty Card?"
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== Summary == | == 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 == | == 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 {{Button|Search}}. | ||
| + | * Alternatively leave all fields blank and click {{Button|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 [[How do I Amend the Balance on a Loyalty Card?|THIS]] article. | ||
| + | === Print results === | ||
| + | If you wish to print the results, click the print icon at the top of the screen or press {{KeyPress|C-P}}. | ||
| + | * Select {{Button|Print}} for a printed list or choose {{Button|Excel}} or {{Button|CSV}} to create a file. | ||
== See also == | == See also == | ||
* [[How do I set up a Customer Loyalty Scheme?]] | * [[How do I set up a Customer Loyalty Scheme?]] | ||
| − | |||
| − | |||
* [[How do I Issue Loyalty Cards?]] | * [[How do I Issue Loyalty Cards?]] | ||
* [[How do I Redeem Loyalty Points?]] | * [[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?]] | * [[How do I Amend the Balance on a Loyalty Card?]] | ||
| − | * [[ | + | * [[Adding Items to Custom Menus]] |
Revision as of 20:39, 19 January 2017
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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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