Transactions

  • Last Created On Jul 04, 2023
  • 376
0 0

Transactions page is used to manage the customer's accumulation history when making a purchase or the admin can also adding/subtracting points for the customer's accumulated points.

Add transaction

When adding or subtracting points, it will change the customer's loyalty point.

  • Step 1. Go to Transactions menu under Customer Loyalty module from the left sidebar.
  • Step 2. Select the Transactions tab -> Click on the New button 
  • Step 3. In the Add transaction popup, fill in the following details: 

    1. Select the Customer
    2. Enter theo Loyalty Point. Value must be greater than or equal to 1
    3. Select the Action: Bonus Point or Remove Point. 
    4. Enter the Note
  • Step 4. Click on the Save button

Delete transaction

Deleting a transaction does not change the customer's loyalty point.


Views: 376

Recent Articles

  • Labor Cost Calculation Guide
    67
  • Customizing Ticket Statuses in Customer...
    54
  • Convert to Invoice or Expense & Create I...
    78
  • Service Appointment in Field Service
    95
  • Work Orders in Field Service
    87

Popular Articles

  • Connect your X (Twitter) account and Syn...
    3232
  • Warehouse
    2588
  • Item Settings
    2122
  • X (Twitter) Analytics
    1980
  • Plaid environment & Setup Your Bank Acco...
    1927