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
- Navigate to Customers > Customers.
- Use the filters to locate the customer(s) to be adjusted.
- Click Export List to download a CSV template.
Adjust customer(s) loyalty on the CSV file
- Locate the CSV file you downloaded.
- Open the file using Microsoft Excel or OpenOffice.
- Delete all columns EXCEPT customer_code, first_name, and last_name.
- Add an additional column at the end and title it loyalty_adjustment.
- .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.
- Save the file as a CSV.
Import the CSV into Retail POS
- Navigate to Customers > Customers.
- Click Import Customers.
- Click Choose a File to Upload...
- Locate and select the CSV file you created earlier.
- 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."