How do I Replace a Loyalty Card?
From Catalyst
Revision as of 21:55, 19 January 2017 by Katy Kitchen (talk | contribs)
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
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.
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.
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
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
LY01
