Issuing Loyalty Dollars
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<< Click to Display Table of Contents >> Navigation: Sales Management > Customer Rewards and Loyalty Programs > Loyalty Dollar Program > Issuing Loyalty Dollars |
To issue loyalty dollars:
| 1. | Choose Issue Loyalty Dollars (Batch) from the Customer|Loyalty Dollars menu item. |
| 2. | Follow the Loyalty Program Wizard. When prompted press the Next button. |
| 3. | Set the Loyalty Dollars Criteria by pressing the Set Loyalty Dollars Criteria button. |
| 4. | On the Filtering screen add at least a Loyalty Dollars (Loyalty $/Sold $) and a sales Date Range filter. |
| 5. | Add any other filters you want. |
| 6. | Press the Ok button. |
| 7. | Press the Next button on the Wizard. |
| 8. | Press the Loyalty Dollars Pre-Batch Report button. |
| 9. | If everything looks alright on the report, print the report and then press the next button on the Wizard. |
| 10. | Press the Run Loyalty Dollars Batch Posting button. |
| 11. | Once the batch has posted, press the Ok button. |
Your customers will now have a loyalty dollar balance that will show up on the Sales Screen Payment tab that will be available to them when you post a sale.