How To Adjust Points Manually

  1. 1. Click on Customers

    Click on Customers

  2. 2. Click on Master

    Click on Master

  3. 3. Click on View for the specific customer

    Click on View for the specific customer

  4. 4. Click on Point Transactions

    Click on Point Transactions

  5. 5. Click on Adjust Point

    Click on Adjust Point

  6. 6. Click on Add

    Click on Add

  7. 7. Insert the Additional Points amount

    Insert the Additional Points amount

  8. 8. Select the Points Type. In most cases, we will choose "General."

    Any additional point types will require configuration by the IT team.

    Select the Points Type. In most cases, we will choose "General."

  9. 9. Select the Points Category

    The Points Category selection must be pre-set by the IT team.

    Select the Points Category

  10. 10. Select Transaction Source

    The Transaction Source refers to the reason for adjusting these points.

    Select Transaction Source

  11. 11. Insert Transaction Reference

    Insert Transaction Reference

  12. 12. Select the Expiry Year

    Please note that the Expiry Year and Expiry Date cannot be set simultaneously.

    Select the Expiry Year

  13. 13. Insert Remarks

    Insert Remarks

  14. 14. Enter an Internal Remark for internal reference purposes.

    Enter an Internal Remark for internal reference purposes.

  15. 15. Click on Submit

    Click on Submit

Deduct Points

  1. 16. Click on Adjust Point

    Click on Adjust Point

  2. 17. Click on Deduct

    Click on Deduct

  3. 18. Insert the Deduct Amount

    Insert the Deduct Amount

  4. 19. Select the Points Type. In most cases, we will choose "General."

    Any additional point types will require configuration by the IT team.

    Select the Points Type. In most cases, we will choose "General."

  5. 20. Select the Points Category

    The Points Category selection must be pre-set by the IT team.

    Select the Points Category

  6. 21. Select Return

    The Transaction Source refers to the reason for adjusting these points.

    Select Return

  7. 22. Insert Remarks if needed.

    Insert Remarks if needed.

  8. 23. Insert Internal Remark for internal reference pruposes.

    Insert Internal Remark for internal reference pruposes.

  9. 24. Click on Submit

    Click on Submit

Add or deduct points to multiple members at once.

  1. 25. Click on Loyalty

    Click on Loyalty

  2. 26. Click on Point Transactions

    Click on Point Transactions

  3. 27. Click on Adjust Point

    Click on Adjust Point

  4. 28. Click on Add

    You can click Deduct to deduct points from multiple members.

    Click on Add

  5. 29. Insert the Customer IDs that you would like add.

    You can separate each ID using a comma (",") or a semicolon (";"). If this does not work, please consult the IT Support Team for assistance.

    Insert the Customer IDs that you would like add.

  6. 30. Insert the amount that you would like to add to these members

    Insert the amount that you would like to add to these members

  7. 31. Insert Points Type. In this case, we will select "General".

    Insert Points Type. In this case, we will select "General".

  8. 32. Select the Points Category

    The Points Category selection must be pre-set by the IT team.

    Select the Points Category

  9. 33. Select Transaction Source

    Select Transaction Source

  10. 34. Insert the Transaction Reference

    Insert the Transaction Reference

  11. 35. Select the expiry year

    Please note that the Expiry Year and Expiry Date cannot be set simultaneously.

    Select the expiry year

  12. 36. Insert Remarks

    Insert Remarks

  13. 37. Insert Internal Remarks for Internal Reference purposes.

    Insert Internal Remarks for Internal Reference purposes.

  14. 38. Click on Submit

    Click on Submit