Loyalty Card Transfer
Loyalty Card Transfer screen allows the store manager to transfer the points and currency balances from one or more Loyalty members to another existing Loyalty member. Once the transfer is done the loyalty from which the points are transferred is marked as inactive in system.
To open the window, choose Operations > Loyalty > Loyalty Card Transfer.
Search Screen
Field
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Description/Activity
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Search Criteria
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Reference Number
|
Enter the number of the Loyalty Card transferred to be searched.
|
Loyalty Id
|
Enter the Loyalty Id of the customer to be searched.
|
Loyalty Program
|
Select the loyalty program of which data needs to be searched.
|
Search Results
|
Reference Number
|
Display the number of the Loyalty Card transferred.
|
Loyalty Id
|
Enter the Loyalty Id of the customer to be searched.
|
Setup Screen
Field
|
Description/Activity
|
Customer To
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Loyalty Program
|
Select the loyalty program
|
Reference Number
|
Enter a card transfer number for the loyalty card transfer. A unique code of a maximum 20 alphanumeric characters can be entered.
|
First Name
|
Click [...] to select the customer from Loyalty Customer Search screen.
|
Loyalty Id
|
Display the loyalty id of selected loyalty customer.
|
Available Points
|
Display the available points of selected loyalty customer.
|
Available Currency
|
Display the available currency of selected loyalty customer.
|
Points After Transfer
|
Display the points of the selected customer when the transfer is processed.
|
Currency After Transfer
|
Displays the currency after transfer is processed.
|
Level Before Transfer
|
Displays the current Level of the selected customer.
|
Level After Transfer
|
Display the Level that the customer will attain after the transfer is processed.
|
Customer From
|
Loyalty Id
|
Display the loyalty id of the loyalty customer. This is selected from the Loyalty Card Search screen which open on click of [Customer From] button.
|
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.
|
[Customer From]
|
Click to add loyalty customer for Card Transfer.
|
[Delete Customer From]
|
Click to remove loyalty customer for Card Transfer.
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[OK]
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This button saves the changes and closes the screen.
|
[Cancel]
|
This button does not save any changes and closes the screen.
|
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