Loyalty Rewards and Redemptions

Video Walkthrough

What This Page Covers

Shows how to verify customer points summary and run manual point adjustments safely with full audit trace.

Roles and Estimated Time

• Roles: owner / operations / front desk
• Time: 10-30 minutes

Entry

Customer list -> Customer Details -> Points

Before You Start

• Reconfirm customer identity (name/phone).
• Confirm who is allowed to manually adjust points.
• Prepare a documented business reason (compensation, campaign backfill, correction).

Steps

1. Open Customer Details -> Points and confirm Points Balance, Total Earned, and Total Redeemed.
2. Open Adjust Points.
3. Choose Add or Deduct, enter points amount, and fill Note (Optional) with an auditable reason.
4. Before submit, recheck direction and amount, especially for Deduct.
5. After submit, verify the new record in Point Transactions, including operator, reason, and final balance.

Acceptance Checklist

• Points overview is accessible from customer profile.
• Manual add/deduct can be submitted successfully.
• Transaction log contains operator and reason.
• One adjustment can be linked to a clear business scenario/approval.

Key Notes

• Never adjust points without a traceable reason.
• For dispute cases, lock onto the exact transaction first, then process correction.

FAQ

Action succeeded but list does not update.

Refresh Customer Details and Point Transactions, then verify the adjustment request actually succeeded.

Result differs from expectation.

Check for duplicate submissions, permission limits, or a later rollback/refund affecting points.