How do I Amend the Balance on a Loyalty Card?

Summary

This article explains how to amend the points balance on a loyalty card.

More Information

Loyalty Card Maintenance allows you to amend the balance on a Loyalty Card. This allows you to correct errors or transfer points between cards e.g. if you issue a replacement card.

Amend a Balance

Go to " Reports & Settings Maintenance Options System Administrator Module Settings Customer Loyalty Loyalty Card Maintenance".

• Enter the Card number (with or without the leading characters), the Customer's Account Code or enter text to search on e.g. part of the customer's name.
• Click [Search].
• Alternatively leave all fields blank and click [Search] to list all Loyalty Cards that have been issued.
• Select the card to amend and click [Balance].
• Enter the new balance for the card.

You are amending the Available balance on a card. This will not affect any Pending points.

• Click [Accept] to save the amended balance.

Print results

If you wish to print the results, click the print icon at the top of the screen or press <Ctrl+P>.

• Select [Print] for a printed list or choose [Excel] or [CSV] to create a file.

See also

• How do I View Who Owns a Loyalty Card?
• How do I View the Balance on a Loyalty Card?
• How do I Replace a Loyalty Card?
• How do I Retire a Loyalty Card?

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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

Tags

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