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

From Catalyst
Jump to: navigation, search
(→‎Summary)
 
(9 intermediate revisions by 4 users not shown)
Line 1: Line 1:
−
{{Incomplete}}
 
−
 
 
== Summary ==
 
== Summary ==
−
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.
+
This article explains how to replace a loyalty card in the event a card is lost, stolen or damaged.
  
 
== More Information ==
 
== 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.
+
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 ==
−
Go to Loyalty Card Maintenance.
+
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.
Line 15: Line 13:
 
=== 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}}.
−
* Click on the Status field.
+
* Click on the {{DataPrompt|Status}} field.
 
* Press {{KeyPress|C-F1}} and click {{Button|List}}.
 
* Press {{KeyPress|C-F1}} and click {{Button|List}}.
−
* Select a suitable Status e.g. Retired, Stolen or Damaged and click {{Button|Choose}}.
+
* 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?]].
+
** 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}}.
+
* {{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=20|text=Please note the current Available Balance as you need to transfer the balance to a new card.}}
+
{{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.
  
−
{{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.}}
+
{{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 ===
Line 37: Line 35:
 
* Enter the new balance and click {{Button|Accept}}.
 
* Enter the new balance and click {{Button|Accept}}.
  
−
{{Information|iconsize=20|text=You are amending the ''Available'' balance on a card. This will not affect any Pending points.}}
+
{{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.
Line 44: Line 42:
  
 
== Transfer Ownership ==
 
== Transfer Ownership ==
−
Go to Loyalty Card Maintenance.
+
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.
Line 50: Line 48:
 
* 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:
−
** Press {{KeyPress|C-F1}} to search for an existing account.  
+
** 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/Supplier|THIS]] article.  
+
** 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. ''Customer Name Change.'' or ''Transfer Ownership''.  
+
* 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 ==
−
* [[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 Amend the Balance on a Loyalty Card?]]
 
* [[How do I Retire a Loyalty Card?]]
 
* [[How do I Retire a Loyalty Card?]]
−
* [[Adding Items to Custom Menus]]
 
−
* [[Creating a New Customer/Supplier]]
 
  
 +
{{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_Tags|customer, loyalty, scheme, card, Issue, Redeem, points, balance, view,  pending, expired, redeemed, change, alter, lost, transfer, replace, stolen, correct, error, owner}}
+
{{KB_Ref|LY02}}
−
{{KB_Ref|LY01}}
 
−
{{KB_ST}}
 

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


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

Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_Replace_a_Loyalty_Card%3F&oldid=44101"