Adjust a Loyalty Balance

Latest update: - Admin

Sometimes, you might need to adjust a Loyalty balance. For example, you might have given a customer the wrong amount of Loyalty. You can create and use a Loyalty adjustment product to manage this. To do this, follow the steps below:

Step 1

Create a new product for "Loyalty". Give it a name like "Loyalty Points" or "Custom Loyalty".

It should have zero supply, retail and tax. However, when you get to the Loyalty section, give it a custom value of $1.

Also, disable Stock Tracking (at the bottom of the page).

Step 2

Start a new sale. Add the customer to whom you're issuing the loyalty to.

Step 3

Add the Loyalty product you had created earlier (Step 1). Alter the quantity to the amount of Loyalty you want the customer to receive. E.g., a quantity of 20.5 will give the customer $20.50 Loyalty.

Step 4

Hit pay and use cash as the payment type - as that's the simplest workflow for a $0 sale. If you check your customer, you'll find they now have the Loyalty points in their account.

If you would like more information on Vend's Loyalty feature, check out this article.

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