How do I Replace a Loyalty Card?

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].
  • 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?

Feedback

Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'

Keywords AND Misspellings

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

Tags

LY02