Objective
To add or remove loyalty points from customers in the event of incorrect accrual/deduction of loyalty points.
Setup
- Vend 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
- Add an additional column at the end and title it loyalty_adjustment
- The 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 Vend
- 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 has been processed, you will receive a confirmation notification in the notification dropdown on the top right of your Vend screen.
If successful, the message should read: "Your import of customer has completed: none were added, X were updated and none were ignored."