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. | ||
| − | == | + | == 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. | 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. | ||
| − | |||
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. | ||
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=== 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=20|text=Please note the current Available Balance as you need to transfer the balance to a new card.}} | ||
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* 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=20|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 === | ||
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== 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 51: | Line 51: | ||
* 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| | + | ** To add a new account press {{Button|Add}} from the search screen. Follow [[Creating a New Customer/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. | + | * 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}}. | ||
Revision as of 10:21, 23 January 2017
Contents
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.
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.
Issue a Replacement Card
Go to 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
- 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 Retire a Loyalty Card?
- Adding Items to Custom Menus
- Creating a New Customer/Supplier
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