Transactions

  • Last Created On Jul 04, 2023
  • 147
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: 147

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...
    26
  • Connect with Quickbooks
    22
  • Client creates Appointments and Rates Ap...
    23

Popular Articles

  • Warehouse
    1709
  • Item Settings
    1391
  • General Accounting Settings
    1202
  • Mapping Setup
    1117
  • Inventory Receiving Voucher
    987