Difference between revisions of "How do I Replace a Loyalty Card?"

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{{Review}}
 
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== Summary ==
 
== Summary ==
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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.
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This article explains how to replace a loyalty card in the event a card is lost, stolen or damaged.
  
 
== More Information ==
 
== More Information ==
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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.
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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 ==
 
== Issue a Replacement Card ==
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Go to Loyalty Card Maintenance.
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Go to {{PlatinumModuleSettings|Customer Loyalty|Loyalty Card Maintenance}}.
 
* Enter the number of the card you are replacing (with or without the leading characters).
 
* 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.
 
** Alternatively enter the Customer's Account Code or part of the customer's name.
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=== Retire the Old Card ===
 
=== Retire the Old Card ===
 
* Select the card to replace and click {{Button|Edit}}.
 
* Select the card to replace and click {{Button|Edit}}.
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* Click on the Status field.
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* Click on the {{DataPrompt|Status}} field.
 
* Press {{KeyPress|C-F1}} and click {{Button|List}}.
 
* Press {{KeyPress|C-F1}} and click {{Button|List}}.
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* Select a suitable Status e.g. Retired, Stolen or Damaged and click {{Button|Choose}}.
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* Select a suitable Status, e.g. {{DataValue|Retired}}, {{DataValue|Stolen}} or {{DataValue|Damaged}} and click {{Button|Choose}}.
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** To create a new status see [[How do I Retire a Loyalty Card?]].
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** To create a new status, see [[How do I Retire a Loyalty Card?]].
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* {{Button|Accept}} the change. You will be prompted to enter a brief note for audit purposes e.g. ''Reported stolen''. Click {{Button|OK}}.
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* {{Button|Accept}} the change. You will be prompted to enter a brief note for audit purposes, e.g. ''Reported stolen''. Click {{Button|OK}}.
  
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{{Information|iconsize=20|text=Please note the current Available Balance as you need to transfer the balance to a new card.}}
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{{Information|iconsize=small|text=Please note the current Available Balance as you need to transfer the balance to a new card.}}
  
 
* Click {{Button|Balance}}.
 
* Click {{Button|Balance}}.
 
* The Available Balance will show as 0. Click {{Button|Accept}} to save the amended balance.
 
* The Available Balance will show as 0. Click {{Button|Accept}} to save the amended balance.
  
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{{Note|iconsize=20|text=If the card has a Pending Points balance you will need to repeat these steps when they become available to transfer.}}
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{{Note|iconsize=small|text=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 ===
 
=== Register a New Card and Transfer Balance ===
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* Enter the new balance and click {{Button|Accept}}.
 
* Enter the new balance and click {{Button|Accept}}.
  
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{{Information|iconsize=20|text=You are amending the ''Available'' balance on a card. This will not affect any Pending points.}}
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{{Information|iconsize=small|text=You are amending the ''Available'' balance on a card. This will not affect any Pending points.}}
  
 
* Click {{Button|Accept}} to save the amended balance.
 
* Click {{Button|Accept}} to save the amended balance.
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== Transfer Ownership ==
 
== Transfer Ownership ==
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Go to Loyalty Card Maintenance.
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Go to {{Menu|Loyalty Card Maintenance}}.
 
* Enter the number of the card you are amending (with or without the leading characters).
 
* 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.
 
** Alternatively enter the Customer's Account Code or part of the customer's name.
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* Select the card to amend and click {{Button|Edit}}.
 
* Select the card to amend and click {{Button|Edit}}.
 
* Enter the customer to assign the card to:
 
* Enter the customer to assign the card to:
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** Press {{KeyPress|C-F1}} to search for an existing account.  
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** Press {{KeyPress|C-F1}} to search for an existing account.
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** To add a new account press {{Button|Add}} from the search screen. Follow [[Creating a New Customer/Supplier|THIS]] article.  
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** To add a new account press {{Button|Add}} from the search screen. Follow [[Creating a new customer or supplier|this article]].
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* Click {{Button|Done}} and {{Button|Accept}} the change. You will be prompted to enter a brief note for audit purposes e.g. ''Customer Name Change.'' or ''Transfer Ownership''.  
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* Click {{Button|Done}} and {{Button|Accept}} the change. You will be prompted to enter a brief note for audit purposes, e.g. {{DataValue|Customer Name Change}} or {{DataValue|Transfer Ownership}}.
 
* Click {{Button|OK}}.
 
* Click {{Button|OK}}.
  
 
== See also ==
 
== See also ==
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* [[How do I set up a Customer Loyalty Scheme?]]
 
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* [[How do I Issue Loyalty Cards?]]
 
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* [[How do I Redeem Loyalty Points?]]
 
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* [[How do I View Who Owns a Loyalty Card?]]
 
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* [[How do I View the Balance on a Loyalty Card?]]
 
 
* [[How do I Amend the Balance on a Loyalty Card?]]
 
* [[How do I Amend the Balance on a Loyalty Card?]]
 
* [[How do I Retire a Loyalty Card?]]
 
* [[How do I Retire a Loyalty Card?]]
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* [[Adding Items to Custom Menus]]
 
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* [[Creating a New Customer/Supplier]]
 
  
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{{KB_Tags|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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{{How}}{{KB_ST}}
  
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{{KB_Tags|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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{{KB_Ref|LY02}}
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{{KB_Ref|LY01}}
 
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Latest revision as of 08:41, 30 November 2023

Summary

This article explains how to replace a loyalty card in the event a card is lost, stolen or damaged.

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].
  • [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


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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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