Viewing and Editing Customer Points

Accumulated, redeemed, and adjusted customer points are maintained within individual customer accounts. You must be assigned the CUST.POINTS authorization key to view and edit customer points.

To view and edit customer points:

From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer field, enter the customer ID to display the customer record.
Use the Add'l Info hot key, then use the Points Maint hot key to display the Customer Points Maintenance screen.
Use the Edit Points hot key to display the Points Maintenance screen.

Points data for the current year displays as the default. Use the Change Year hot key and press Alt-< to shift backward or Alt-> to shift forward one year at a time.

The Year column displays the following:

The year for the displayed data.
The balance forward from the previous year (*Bal*).
Each month of the current year.
A year-to-date total (YTD).
The overall balance (*Bal*).

The view-only Accrued column displays the points accrued by the system for each month of the year.

In the Redeemed column, enter one of the following when a customer redeems points:

The number of points redeemed as a positive number when a customer uses a defined number of points for a reward.
The number of points as a negative number if a customer returns previously redeemed, but unused points.

In the Adjustments column, enter the number of points, either positive or negative, to adjust the customer's accrued points for a given month.
The *Bal* (Balance) field displays the total accrued points that have not been redeemed. The formula is:

Balance = Accrued - Redeemed + Adjustments

Press Esc to return to the previous screen.