How do I Replace a Loyalty Card?
From Catalyst
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.
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].
- 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
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