Accumulated, redeemed, and adjusted customer points are maintained within individual customer accounts. With the proper authorization, you can view and edit these points.
To view and edit customer points:
From the Maintenance menu, select Customer to display the Customer Maintenance window.
In the Customer field, enter the customer's name to display the customer record.
Select Orders >Points Maintenance to display the Customer Point Maintenance dialog box.
Select Edit >Edit Points to display the Points Maintenance dialog box.
Points data for the current year display as the default. Click the < button to display the previous year's points, and click the > button to display the next year.
The Year column displays the following:
The year for the displayed data.
The balance forward from the previous year.
Each month of the current year.
A year-to-date total.
The overall balance.
The view-only Accrued column displays the points accrued by the system for each month of the year.
In the Redeemed column, enter one of the following, if necessary:
The number of points redeemed as a positive number when a customer uses a defined number of points for a reward.
The number of points as a negative number if a customer returns previously redeemed but unused points.
To adjust the accrued points for a given month, in the Adjustments column, enter the number of points, which can be positive or negative.
The Balance row displays the total accrued points that have not been redeemed. The formula is:
Balance = Accrued - Redeemed + Adjustments
See Also: