Issuing Loyalty Dollars

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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.