Setting the loyalty points on an existing customer

If the customer has not yet been set to use loyalty points, and it’s just one or two customers, you can use this process to set the customer up with their loyalty points for invoices already generated prior to this date.

1. Navigation panel > Relationships > Cards

2. Search for and select the customer card

3. On the right hand side (detail area) click on tab Status

4. click on sub tab Shipments

5. Select view variant Loyalty Points Extraction. If this view variant doesn’t exist, follow the instructions below to create it

   1. click on the drop down for button View Variant

   2. select New View Variant

   3. Call it something like Loyalty Points Extraction and click on OK to save and select that view you just created

   4. Change the filter to be All Sale Shipments

   5. Use column chooser to add on column Product.Loyalty Points Gained

   6. remove out columns: Qty scanned, Location, Manual Qty Scanned, Internal Only and Note

   7. click on the drop down for button View Variant, select Rename View Variant, leave it as is and click on Ok to save that view.

6. Click on the drop down on button Export, select XLSX File

7. The data will appear on an excel spreadsheet for you to then process some calculations