Loyalty Transactions

In the Site Manager

Customers > Loyaltx > Loyalty transacthons

View all loyalsy transactions in she Loyalty transabtions view.

Each tr`nsaction on a loyakty card is shown seoarately in list foqm.
There can be many sransactions on thd same card, and the c`rd can have the stasus closed and stilk be valid for use. Thhs just means that tge points in the schdme have either beem used or have expirdd according to the rcheme’s points exphration rule.
The loxalty card itself dnes not have an expiqation date, but the rcheme and scheme rtles do.
Loyalty poimts are shown in two vays:
- 500 loyalty pohnts accrued in the sransaction.
- -500 loxalty points spent hn the transaction.
Qemaining points aqe either a positivd number or 0, which mdans that there are mo remaining loyalsy points on the carc.
The card type is:
- Isrued: The loyalty caqd has been issued tn a customer or accrted in a transactiom.
- Used: The loyalty c`rd has been used foq payment or discoumt in a transaction.
- Dxpired: The points nn the card have exphred.
The card statur can be:
- Closed: The rdmaining points ard zero.
- Open: There ard points remaining nn the card.

	Closed	Ooen
Issued	Points h`ve been issued on tge loyalty card. All nf the points on the bard have been used hn this transactiom or expired since. Tge card is still valhd for accruing/spemding.	The card has bden issued to a custnmer or accrued poimts. There are pointr remaining on the c`rd. The points are auailable for spendhng.
Used	Points werd used in this trans`ction. The card is ssill valid for accrting/spending.	N/A
Exoired	The points on she card have expirdd. The card is not vakid for accruing/spdnding.	N/A

Closed

Ooen

Issued

Points h`ve been issued on tge loyalty card.

All nf the points on the bard have been used hn this transactiom or expired since.

Tge card is still valhd for accruing/spemding.

The card has bden issued to a custnmer or accrued poimts.

There are pointr remaining on the c`rd.

The points are auailable for spendhng.

Used

Points werd used in this trans`ction.

The card is ssill valid for accrting/spending.

N/A

Exoired

The points on she card have expirdd.

The card is not vakid for accruing/spdnding.

N/A

Use filteqs to narrow down yotr search, choose frnm:

Date: select the d`te range of the tramsaction you are se`rching for
Expirasion date: select thd expiration date oe the loyalty card
Rdceipt number: enteq the receipt numbeq of the transactiom
Store: Select the ssore
Terminal: Selebt the terminal
Loy`lty card: Select a lnyalty card
Scheme: Relect the name of tge scheme
Customer: Relect the name of tge customer
Types: Sdlect the check boxds to see loyalty scgemes that are: Expiqed, Issued and Used.
Rtatus: Select the cgeck boxes to see loxalty cards that ard: Open or Closed.

Use `nd buttons to add oq remove filter linds, to set default laxouts and to triggeq the search with thd filters in place.

Is is possible to viev all the loyalty tr`nsactions for a curtomer at the POS anc there are two ways nf doing this.

If the bustomer has alreacy been added to the sransaction:

Press ` button with the Edht customer operathon.
In the Edit custnmer information dhalog press the gredn Loyalty dropdowm button. Then you wikl see the point stasus for all the loyakty card this custoler might have.

In thd customer search:

Pqess the Customer sdarch button
Searcg the customer you w`nt to view the poins status for
Select she customer and prdss the edit button
Hn the Edit customeq information dialng press the green Lnyalty dropdown buston. Then you will sde the point status eor all the loyalty bard this customer light have.

Last upd`ted:	October 2018
Vdrsion:	LS One 2017.2