Difference between revisions of "How do I Retire a Loyalty Card?"
Katy Kitchen (talk | contribs) (Created page with "{{Incomplete}}") |
Katy Kitchen (talk | contribs) |
||
Line 1: | Line 1: | ||
− | {{ | + | {{Review}} |
+ | == Summary == | ||
+ | Loyalty Card Maintenance allows you to retire a card e.g. when a card is lost, damaged or issued in error. A retired card cannot be used to redeem or collect 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. | ||
+ | |||
+ | Go to Loyalty Card Maintenance. | ||
+ | * Enter the number of the card you are retiring (with or without the leading characters). | ||
+ | ** Alternatively enter the Customer's Account Code or part of the customer's name. | ||
+ | * Click {{Button|Search}}. | ||
+ | * Select the card to retire and click {{Button|Edit}}. | ||
+ | * Click on the Status field. | ||
+ | * Press {{KeyPress|C-F1}} and click {{Button|List}}. | ||
+ | * Select a suitable Status e.g. Retired, Stolen or Damaged or click {{Button|Add}} to create a new status. | ||
+ | ** Enter a 3 character code e.g. DUP. | ||
+ | ** Enter a Description e.g. Duplicated. | ||
+ | ** If you wish to select a colour for the text/background, click the small box and select a colour from the drop down menu. | ||
+ | ** Click {{Tab|Settings}}. | ||
+ | ** Choose {{DataValue|Yes}} to indicate this is a status for retired cards. | ||
+ | * Click {{Button|Done}} | ||
+ | * Click {{Button|Accept}}. You will be prompted to enter a brief note for audit purposes e.g. ''Reported stolen''. | ||
+ | * Click {{Button|OK}}. | ||
+ | |||
+ | === Clear Available Balance === | ||
+ | A retired card cannot be used to collect or redeem points so you do not have to amend the balance. However if you prefer to clear the available balance: | ||
+ | * Click {{Button|Balance}}. | ||
+ | * The Available Balance will show as 0. Click {{Button|Accept}} to save the amended balance. | ||
+ | |||
+ | {{Note|iconsize=20|text=If the card has a Pending Points balance you will need to repeat these steps when they become Available.}} | ||
+ | |||
+ | == 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 View the Balance on a Loyalty Card?]] | ||
+ | * [[How do I Amend the Balance on a Loyalty Card?]] | ||
+ | * [[How do I Replace a Loyalty Card?]] | ||
+ | * [[Adding Items to Custom Menus]] | ||
+ | * [[Creating a New Customer/Supplier]] | ||
+ | |||
+ | |||
+ | {{KB_Tags|customer, loyalty, scheme, card, retire, Redeem, points, balance, view, status, retired, expired, change, alter, lost, transfer, replace, stolen, correct, error, owner}} | ||
+ | {{KB_Ref|LY01}} | ||
+ | {{KB_ST}} |
Revision as of 22:20, 19 January 2017
|
This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
Loyalty Card Maintenance allows you to retire a card e.g. when a card is lost, damaged or issued in error. A retired card cannot be used to redeem or collect 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.
Go to Loyalty Card Maintenance.
- Enter the number of the card you are retiring (with or without the leading characters).
- Alternatively enter the Customer's Account Code or part of the customer's name.
- Click [Search].
- Select the card to retire and click [Edit].
- Click on the Status field.
- Press <Ctrl+F1> and click [List].
- Select a suitable Status e.g. Retired, Stolen or Damaged or click [Add] to create a new status.
- Enter a 3 character code e.g. DUP.
- Enter a Description e.g. Duplicated.
- If you wish to select a colour for the text/background, click the small box and select a colour from the drop down menu.
- Click [Settings].
- Choose 'Yes' to indicate this is a status for retired cards.
- Click [Done]
- Click [Accept]. You will be prompted to enter a brief note for audit purposes e.g. Reported stolen.
- Click [OK].
Clear Available Balance
A retired card cannot be used to collect or redeem points so you do not have to amend the balance. However if you prefer to clear the available balance:
- Click [Balance].
- The Available Balance will show as 0. Click [Accept] to save the amended balance.
If the card has a Pending Points balance you will need to repeat these steps when they become Available. |
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 View the Balance on a Loyalty Card?
- How do I Amend the Balance on a Loyalty Card?
- How do I Replace a Loyalty Card?
- Adding Items to Custom Menus
- Creating a New Customer/Supplier
LY01