Transactions

  • Last Created On Jul 04, 2023
  • 344
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: 344

Recent Articles

  • Polls vs Surveys
    19
  • Form Analytics
    18
  • Heatmaps
    23
  • Behaviour analytics
    19
  • Acquisition analytics
    31

Popular Articles

  • Warehouse
    2395
  • Item Settings
    1916
  • Plaid environment & Setup Your Bank Acco...
    1691
  • General Accounting Settings
    1640
  • Mapping Setup
    1479