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

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* 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:
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** Press {{KeyPress|C-F1}} to search for an existing account.  
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** Press {{KeyPress|C-F1}} to search for an existing account.
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** To add a new account press {{Button|Add}} from the search screen. Follow [[Creating a New Customer/Supplier|this article]].  
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** To add a new account press {{Button|Add}} from the search screen. Follow [[Creating a New Customer/Supplier|this article]].
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* 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}}.  
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* 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}}.
  
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* [[How do I Retire a Loyalty Card?]]
 
* [[How do I Retire a Loyalty Card?]]
  
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{{KB_Tags|customer, loyalty, scheme, card, Issue, Redeem, points, balance, view, pending, expired, redeemed, change, alter, lost, transfer, replace, stolen, correct, error, owner}}
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{{KB_Tags|customer, loyalty, scheme, card, issue, redeem, points, balance, view, pending, expired, redeemed, change, alter, lost, transfer, replace, stolen, correct, error, owner}}
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{{KB_ST}}
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{{KB_Ref|LY02}}
 
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Revision as of 06:31, 22 December 2018

Summary

This article explains how to replace a loyalty card.

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


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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

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