Transitioning or pre-loading points for a plan member(s)

There are situations where you may want to ad hoc apply points to a plan or transfer points over from another system.

  1. Create a new "Plan Points" Inventory item.
    1. Click Tools > Accounting > Inventory > New Entry.
    2. Enter the Inventory field.

      Example:
      Loyalty Points Transition
      Award Points

    3. Set the Price at $0.00.
    4. Click Options > Plan and double click the Plan you wish to update.
    5. In the new window, check Enable Plan for this Inventory.
    6. Select the Exact Amount option.
    7. Click OK to save the points.
    8. Click OK to save the new inventory item.
  2. Award Points through the Point of Sale.
    1. Click File > Point of Sale.
    2. Click New.
    3. Click Add and select the newly created inventory item.
    4. Select the Plan line item and click Edit.
    5. Enter or find the plan member for this plan.
    6. Enter the Exact Amount of Points you want to add.
    7. Ensure that Pending is unchecked.
    8. Click OK.
    9. Adding multiple plan members points, such as when transitioning from a legacy system.
      1. Select the Inventory line item and click Edit.
      2. Click the Plans tab.
      3. Double click on the New Plan item and follow the steps above and repeat this procedure as necessary.
    10. Recommended.  To close the invoice for accounting you may wish to enter a Cash payment of $0.00.
    11. Click Close on the Point of Sale window.
Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk