Loyalty Point Update

Loyalty Point Update

Purpose  

The Loyalty Point Update feature allows businesses to update loyalty points for a customer manually. This is particularly useful when transferring loyalty points from one software to another or making adjustments for specific customers.

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Steps to Update Loyalty Points  

Step 1: Navigate to the Loyalty Points Update Screen  

  1. Go to Master > Customer > Loyalty Points Update.

  2. The Loyalty Points Update screen will appear.

 

 

Step 2: Select the Customer  

  1. In the Customer Name field, choose the customer whose loyalty points need to be updated from the drop-down list.

 

 

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Step 3: Enter the Loyalty Points  

  1. In the Loyalty Points field, input the number of loyalty points to be added to the selected customer.

Step 4: Add Remarks and Update  

  1. Enter a brief remark explaining the reason for the loyalty points update (e.g., "Transferred from legacy system" or "Manual adjustment").

  2. Click Update to save the changes.

 

 

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Verifying Loyalty Point Updates in Reports  

To confirm the updated loyalty points:

  1. Navigate to Reports > Master > Customer Loyalty Details.

  2. The report displays detailed information about loyalty points, including:

    • Customer Name

    • Total Loyalty Points

    • Updated Points

    • Remarks entered during the update process.

 

 

FAQs  

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Q1: Can I decrease loyalty points using the Loyalty Points Update feature?

  • A: Yes, you can manually adjust loyalty points by entering a negative value in the Loyalty Points field.

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Q2: What should I do if the updated points are not reflected in the reports?

  • A: Ensure that you clicked Update after entering the points. If the issue persists, check the system logs or contact the support team for assistance.

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Q3: Is there a limit to the number of loyalty points I can update at once?

  • A: There is no specific limit on the number of loyalty points you can update, but ensure the updates comply with your business policies.

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Q4: Can I view a history of all loyalty point updates for a customer?

  • A: Yes, the Customer Loyalty Details report provides a complete history of loyalty point updates, along with remarks and timestamps.

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Q5: Can I use this feature to transfer loyalty points between two customers?

  • A: No, this feature is designed to add or adjust points for a single customer. To transfer points, deduct them from one customer and add them to another manually.

 

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