How do I Replace a Loyalty Card?

Summary

This article explains how to replace a loyalty card.

More Information

Loyalty Card Maintenance allows you to issue a replacement Loyalty Card and transfer the balance to the new card e.g. when a card is lost, damaged or stolen. You may also change the owner of a card.

Issue a Replacement Card

Go to " Reports & Settings Maintenance Options System Administrator Module Settings Customer Loyalty Loyalty Card Maintenance".

• Enter the number of the card you are replacing (with or without the leading characters).
  • Alternatively enter the Customer's Account Code or part of the customer's name.
• Click [Search].

Retire the Old Card

• Select the card to replace and click [Edit].
• Click on the "Status" field.
• Press <Ctrl+F1> and click [List].
• Select a suitable Status, e.g. 'Retired', 'Stolen' or 'Damaged' and click [Choose].
  • To create a new status, see How do I Retire a Loyalty Card?.
• [Accept] the change. You will be prompted to enter a brief note for audit purposes, e.g. Reported stolen. Click [OK].

Please note the current Available Balance as you need to transfer the balance to a new card.

• 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 to transfer.

Register a New Card and Transfer Balance

• Click [Register].
• Scan the new card or enter the card number, including the leading characters.
• Click [Accept].
• Enter the customer's account code or press <Ctrl+F1> to search for an account by name.
• Click [Register] and [Done].
• Click [Balance].
• Enter the new balance and click [Accept].

You are amending the Available balance on a card. This will not affect any Pending points.

• Click [Accept] to save the amended balance.

The new card can now be given to the customer.

Transfer Ownership

Go to " Loyalty Card Maintenance".

• Enter the number of the card you are amending (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 amend and click [Edit].
• Enter the customer to assign the card to:
  • Press <Ctrl+F1> to search for an existing account.
  • To add a new account press [Add] from the search screen. Follow this article.
• Click [Done] and [Accept] the change. You will be prompted to enter a brief note for audit purposes, e.g. 'Customer Name Change' or 'Transfer Ownership'.
• Click [OK].

See also

• How do I Amend the Balance on a Loyalty Card?
• How do I Retire a Loyalty Card?

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Keywords AND Misspellings

customer, loyalty, scheme, card, Issue, Redeem, points, balance, view, pending, expired, redeemed, change, alter, lost, transfer, replace, stolen, correct, error, owner

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