Redeem loyalty points
Updated
Write off points the customer has already earned. The command checks the balance and the current tier's limit, then the document becomes Redeemed.
Note
This document does not accrue points. Points accrue on the customer when a sales realization is Released, not when the order is approved. The tier is not set by hand — the accumulated balance gives it.
How to#
To redeem points, open Ribbon → CRM → Documents → Loyalty redemptions.
Press New. Pick Customer, fill Points, Save. Then press Redeem points.
The state becomes Redeemed. The customer's points balance falls by that number.
The Loyalty redemption form prints the customer and the points.
The state on the card does not move the document. Only Redeem points does. Until you press it, the document stays Draft, however many times you save.
Example
You sold 3 pieces at 5 each. The campaign earn rate is 5 points per 1 of goods: 3 × 5 × 5 = 75 points when the realization is Released.
Redeem 75 points for that customer: the balance falls by 75. On Loyalty points by customer that customer is gone.
After the sale is Released After Redeem points for 75 Points 75 0 Customer on Loyalty points by customer shown gone
Tip
Tiers are Ribbon → CRM → Dictionaries → Loyalty tiers. Campaigns are CRM → Dictionaries → Loyalty campaigns. You do not pick the tier on the customer or on this document. The balance is CRM → Registers → Loyalty points, layout Loyalty points by customer. Purchase history is CRM → Reports → Purchase history — issued invoices, not points.
If the command refuses#
| What you see | What to do |
|---|---|
| The command refuses because Points is not greater than zero | Enter a positive Points. |
| The command refuses because the balance is short | Lower Points to the customer's balance. |
| The command refuses because the amount is above the tier limit | Lower Points to the current tier's limit per document. |
| Redeem points is not on the card | The document is not Draft, or it is already Redeemed. |
See also