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How to adjust a loyalty balance

Jordan Smith
  • Updated

    • Objective

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

    Create a 'loyalty points' product and sell this to the customer in a new sale.

    Setup

    Vend for Mac or PC

    Steps

    Creating your loyalty points product

    1.  Create a new product called 'Custom Loyalty Points'
    2.  Give it $0 supply price and retail price
    3.  Give it a 0% tax rate
    4.  Inventory tracking is optional
    5.  Give the product a custom loyalty of $1 when sold

    Assigning the loyalty to your customer

    1.  Create a new sale
    2.  Search and assign the customer
    3.  Add your 'Custom Loyalty Points' product
    4.  Change the quantity of the product to the amount of loyalty dollars you wish to add/remove
    5.  Click 'Cash' as the payment type 

    Additional Information

    How to create a new product

     

     

     

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    This guide is for information purposes only. While every attempt is made to ensure that information is accurate and up-to-date, some information is subject to change. We encourage you to work with tax, legal and other professional advisers (as applicable) to determine your requirements. Vend will not be held liable for information in this document and reserves the right to alter the content at any time.