Difference between revisions of "How do I Retire a Loyalty Card?"
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== Summary == | == Summary == | ||
| − | + | This article explains how to retire a loyalty card. | |
== More Information == | == More Information == | ||
| − | + | Loyalty Card Maintenance allows you to retire a card e.g. when a card is lost, damaged or issued in error. A retired card cannot be used to redeem or collect points. | |
| − | Go to Loyalty Card Maintenance. | + | Go to {{PlatinumModuleSettings|Customer Loyalty|Loyalty Card Maintenance}}. |
* Enter the number of the card you are retiring (with or without the leading characters). | * Enter the number of the card you are retiring (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. | ||
* Click {{Button|Search}}. | * Click {{Button|Search}}. | ||
* Select the card to retire and click {{Button|Edit}}. | * Select the card to retire 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 or click {{Button|Add}} to create a new status. | + | * Select a suitable Status, e.g. {{DataValue|Retired}}, {{DataValue|Stolen}} or {{DataValue|Damaged}} or click {{Button|Add}} to create a new status. |
| − | ** Enter a 3 character code e.g. DUP. | + | ** Enter a 3 character code, e.g. {{DataValue|DUP}}. |
| − | ** Enter a Description e.g. Duplicated. | + | ** Enter a Description, e.g. {{DataValue|Duplicated}}. |
** If you wish to select a colour for the text/background, click the small box and select a colour from the drop down menu. | ** If you wish to select a colour for the text/background, click the small box and select a colour from the drop down menu. | ||
| − | ** Click {{Tab|Settings}}. | + | ** Click {{Tab|Settings}}. |
** Choose {{DataValue|Yes}} to indicate this is a status for retired cards. | ** Choose {{DataValue|Yes}} to indicate this is a status for retired cards. | ||
| − | * Click {{Button|Done}} | + | * Click {{Button|Done}}. |
| − | * Click {{Button|Accept}}. You will be prompted to enter a brief note for audit purposes e.g. | + | * Click {{Button|Accept}}. You will be prompted to enter a brief note for audit purposes e.g. {{DataValue|Reported stolen}}. |
* Click {{Button|OK}}. | * Click {{Button|OK}}. | ||
| Line 28: | Line 27: | ||
* 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= | + | {{Note|iconsize=small|text=If the card has a Pending Points balance you will need to repeat these steps when they become Available.}} |
== See also == | == See also == | ||
| − | |||
* [[How do I Issue Loyalty Cards?]] | * [[How do I Issue Loyalty Cards?]] | ||
* [[How do I Redeem Loyalty Points?]] | * [[How do I Redeem Loyalty Points?]] | ||
* [[How do I View Who Owns a Loyalty Card?]] | * [[How do I View Who Owns a Loyalty Card?]] | ||
| − | |||
| − | |||
* [[How do I Replace a Loyalty Card?]] | * [[How do I Replace a Loyalty Card?]] | ||
| − | + | * [[Creating a new customer or supplier]] | |
| − | * [[Creating a | ||
| + | {{KB_Tags|customer, loyalty, scheme, card, retire, redeem, points, balance, view, status, retired, expired, change, alter, lost, transfer, replace, stolen, correct, error, owner}} | ||
| + | {{How}}{{KB_ST}} | ||
| − | + | {{KB_Ref|LY02}} | |
| − | {{KB_Ref| | ||
| − | |||
Latest revision as of 05:31, 19 June 2019
Summary
This article explains how to retire a loyalty card.
More Information
Loyalty Card Maintenance allows you to retire a card e.g. when a card is lost, damaged or issued in error. A retired card cannot be used to redeem or collect points.
Go to " Reports & Settings Maintenance Options System Administrator Module Settings Customer Loyalty Loyalty Card Maintenance".
- Enter the number of the card you are retiring (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 retire and click [Edit].
- Click on the "Status" field.
- Press <Ctrl+F1> and click [List].
- Select a suitable Status, e.g. 'Retired', 'Stolen' or 'Damaged' or click [Add] to create a new status.
- Enter a 3 character code, e.g. 'DUP'.
- Enter a Description, e.g. 'Duplicated'.
- If you wish to select a colour for the text/background, click the small box and select a colour from the drop down menu.
- Click [Settings].
- Choose 'Yes' to indicate this is a status for retired cards.
- Click [Done].
- Click [Accept]. You will be prompted to enter a brief note for audit purposes e.g. 'Reported stolen'.
- Click [OK].
Clear Available Balance
A retired card cannot be used to collect or redeem points so you do not have to amend the balance. However if you prefer to clear the available balance:
- 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. |
See also
- How do I Issue Loyalty Cards?
- How do I Redeem Loyalty Points?
- How do I View Who Owns a Loyalty Card?
- How do I Replace a Loyalty Card?
- Creating a new customer or supplier
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