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
  • 182
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: 182

Recent Articles

  • Reset Data
    8
  • Add New Work Center
    5
  • Add New BoM
    7
  • Add New Routing
    5
  • Add New Product
    11

Popular Articles

  • Warehouse
    1341
  • Item Settings
    1083
  • General Accounting Settings
    970
  • Mapping Setup
    900
  • Inventory Receiving Voucher
    787