How do I Retire a Loyalty Card?
|
This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
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.
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.
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
LY01