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How to adjust a customer loyalty balance

Objective

To add or remove loyalty points from customers in the event of incorrect accrual/deduction of loyalty points

Setup

  • Retail POS for Mac or PC

Steps

Export customer(s) to be adjusted as a CSV file

customers_list.png

  1. Navigate to Customers > Customers.
  2. Use the filters to locate the customer(s) to be adjusted.
  3. Click Export List to download a CSV template.

Adjust customer(s) loyalty on the CSV file

  1. Locate the CSV file you downloaded.
  2. Open the file using Microsoft Excel or OpenOffice.
  3. Delete all columns EXCEPT customer_code, first_name, and last_name.
  4. Add an additional column at the end and title it loyalty_adjustment.Screen_Shot_2021-02-05_at_9.25.24_AM.png
  5. .The loyalty_adjustment column is an additive/subtractive field
    • To increase the loyalty balance, enter the value you wish to increase the balance by.
    • To decrease the loyalty balance, enter - and the value you wish to decrease the balance by.
  6. Save the file as a CSV.

Import the CSV into Retail POS

  1. Navigate to Customers > Customers.
  2. Click Import Customers.
  3. Click Choose a File to Upload...
  4. Locate and select the CSV file you created earlier.
  5. Click Continue with Import.

Once the import is processed, you will receive a confirmation notification in the notification drop-down on the top right of your Retail POS screen. 

If successful, the message will read: "Your import of customer has completed: none were added, X were updated, and none were ignored."

Additional Information

Adding customers in Retail POS (X-Series)

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