Loyalty Adjustment Journal

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Loyalty Adjustment Journal

 

Loyalty Adjustment Journal

This screen allows user to adjust the loyalty points, currency and level loyalty customers.

 

To open the window, choose Operations > Loyalty > Loyalty Adjustment Journal.

 

Search Screen

Field

Description/Activity

Search Criteria

Adjustment Journal Number

Enter the Adjustment Journal Number of the adjustment journal to be searched.

Reference Number

Enter the reference number of the adjustment journal to be searched.

Search Results

Adjustment Journal Number

Displays the adjustment journal number of the adjustment journal searched.

Reference Number

Displays the reference number of the adjustment journal(s) searched.

Loyalty Program

Select the loyalty program of which data needs to be searched.

 

Setup Screen

Field

Description/Activity

General

Loyalty Program

Select the loyalty program.

Adjustment Journal Number

Adjustment Journal Number is auto generated from Adjustment Journal Series. Adjustment Journal Series is created from  Administration > System Initialization>Document Number Series with Document Type as Loyalty Adjustment Journal

Reference Number

Enter the reference number for the adjustment journal. A maximum of 50 alphanumeric characters can be entered

Notes

Enter the comment for adjustment journal.

[Add Loyalty Customers]

Select loyalty customer for adjustment from Register Loyalty Customer Search screen which opens on click of this button.

Multiple loyalty customers can be selected.

[Remove Loyalty Customer]

Click to remove loyalty customer for adjustment.

[Import File]

Click to import excel file of loyalty customer for adjustment.

[OK]

This button saves the changes and closes the screen.

[Cancel]

This button does not save any changes and closes the screen.

Adjustment Grid

Loyalty Id

Display the loyalty id of the loyalty customer.

First Name

Display the first name of the loyalty customer.

Available Points

Display the available points of the loyalty customer.

Available Currency

Display the available currency of the loyalty customer.

Current Level

Display the current level of the loyalty customer.

Adjust Points

Enter Points to adjustment of loyalty Customer.

Adjust Currency

Enter currency to adjustment of loyalty Customer.

Adjust Level

Select new level to adjustment of loyalty Customer.

Comment

Enter Comment for adjustment.


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