Difference between revisions of "How do I Replace a Loyalty Card?"
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| − | {{ | + | == 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 {{PlatinumModuleSettings|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 {{Button|Search}}. | ||
| + | |||
| + | === Retire the Old Card === | ||
| + | * Select the card to replace and click {{Button|Edit}}. | ||
| + | * Click on the {{DataPrompt|Status}} field. | ||
| + | * Press {{KeyPress|C-F1}} and click {{Button|List}}. | ||
| + | * Select a suitable Status, e.g. {{DataValue|Retired}}, {{DataValue|Stolen}} or {{DataValue|Damaged}} and click {{Button|Choose}}. | ||
| + | ** To create a new status, see [[How do I Retire a Loyalty Card?]]. | ||
| + | * {{Button|Accept}} the change. You will be prompted to enter a brief note for audit purposes, e.g. ''Reported stolen''. Click {{Button|OK}}. | ||
| + | |||
| + | {{Information|iconsize=small|text=Please note the current Available Balance as you need to transfer the balance to a new card.}} | ||
| + | |||
| + | * Click {{Button|Balance}}. | ||
| + | * The Available Balance will show as 0. Click {{Button|Accept}} to save the amended balance. | ||
| + | |||
| + | {{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 === | ||
| + | * Click {{Button|Register}}. | ||
| + | * Scan the new card or enter the card number, including the leading characters. | ||
| + | * Click {{Button|Accept}}. | ||
| + | * Enter the customer's account code or press {{KeyPress|C-F1}} to search for an account by name. | ||
| + | * Click {{Button|Register}} and {{Button|Done}}. | ||
| + | * Click {{Button|Balance}}. | ||
| + | * Enter the new balance and click {{Button|Accept}}. | ||
| + | |||
| + | {{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. | ||
| + | |||
| + | The new card can now be given to the customer. | ||
| + | |||
| + | == Transfer Ownership == | ||
| + | Go to {{Menu|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 {{Button|Search}}. | ||
| + | * Select the card to amend and click {{Button|Edit}}. | ||
| + | * Enter the customer to assign the card to: | ||
| + | ** Press {{KeyPress|C-F1}} to search for an existing account. | ||
| + | ** To add a new account press {{Button|Add}} from the search screen. Follow [[Creating a new customer or supplier|this article]]. | ||
| + | * 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}}. | ||
| + | |||
| + | == See also == | ||
| + | * [[How do I Amend the Balance on a Loyalty Card?]] | ||
| + | * [[How do I Retire a Loyalty Card?]] | ||
| + | |||
| + | {{KB_Tags|customer, loyalty, scheme, card, issue, redeem, points, balance, view, pending, expired, redeemed, change, alter, lost, transfer, replace, stolen, correct, error, owner}} | ||
| + | {{How}}{{KB_ST}} | ||
| + | |||
| + | {{KB_Ref|LY02}} | ||
Latest revision as of 08:41, 30 November 2023
Contents
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
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