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 == | ||
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. | 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. | ||
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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. | 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. | ||
− | Go to Loyalty Card Maintenance. | + | Go to {{Menu|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}}. | ||
Revision as of 10:27, 23 January 2017
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.
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.
Go to " 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 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 Replace a Loyalty Card?
- Adding Items to Custom Menus
- Creating a New Customer/Supplier
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