Difference between revisions of "How do I View the Balance on a Loyalty Card?"
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− | + | == Summary == | |
+ | This article explains how to view the points balance on a loyalty card. | ||
− | == | + | == More Information == |
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. | 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. | ||
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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. | 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 === | === View Balance === | ||
− | Go to Loyalty Card Maintenance. | + | Go to {{Menu|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. | + | * 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}}. | * Click {{Button|Search}}. | ||
* Alternatively leave all fields blank and click {{Button|Search}} to list all Loyalty Cards that have been issued. | * Alternatively leave all fields blank and click {{Button|Search}} to list all Loyalty Cards that have been issued. | ||
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** Total Balance displays Available plus Pending points i.e. the balance on the card. | ** 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?| | + | To amend a balance see [[How do I Amend the Balance on a Loyalty Card?|this article]]. |
+ | |||
=== Print results === | === Print results === | ||
If you wish to print the results, click the print icon at the top of the screen or press {{KeyPress|C-P}}. | If you wish to print the results, click the print icon at the top of the screen or press {{KeyPress|C-P}}. |
Revision as of 10:29, 23 January 2017
Summary
This article explains how to view the points balance on a loyalty card.
More Information
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.
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?
- How do I Replace a Loyalty Card?
- How do I Retire a Loyalty Card?
- Adding Items to Custom Menus
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