en

Knowledge

  1. Home
  2. Knowledge
  3. Customer Loyalty and Memberships module for Perfex CRM

Redeem points in orders and invoices

  • Last Created On Jul 04, 2023
  • 227
0 0
  • Step 1. Create the Loyalty rule

  • Step 2. Create POS order or Portal order or sale invoice 
  • Step 3. Click to redeem point

    Result: 
  • Step 4. To view the redemption history of each customer, go to menu Users -> View transaction

    Select the Redeem log tab 
    Redeem to is the amount received.
    Redeem from is the number of points that customers use to redeem.
Views: 227

Recent Articles

  • Synchronize data from Quickbooks to RISE...
    17
  • Synchronize data from RISE CRM to Quickb...
    20
  • Updated Feature in Version 1.0.3 of the...
    25
  • Connect with Quickbooks
    22
  • Client creates Appointments and Rates Ap...
    23

Popular Articles

  • Warehouse
    1708
  • Item Settings
    1390
  • General Accounting Settings
    1202
  • Mapping Setup
    1117
  • Inventory Receiving Voucher
    986