Set Parameters for Points Adjustments

Procedure

After you have created a loyalty program profile, setting points adjustment transactions allow you to add non-purchase-related loyalty points to a customer’s account to resolve customer service or other such issues. You can control when and how a cashier can initiate a point adjustment transaction at the POS.

In the Customer Database Option Maintenance window, set the following parameters according to your business requirements. For more information, see Customer Database Option.
1. Click Allow Point Adjustment to allow the cashier to process points adjustments.
  
  Note
  Depending on your general configuration, you may need to manually add manager code 702 to the list of manager codes for your POS system to activate this functionality. For more information, see POS MGR Functions.
  
  End of the note.
2. Select the option you require for your loyalty policy in the Allow Gain/Loss drop-down list to specify whether you want to allow someone to add (gain) or remove (loss) points from a customer’s loyalty account.
3. Click Prompt for Comment to specify whether you require a reason to be entered for the points adjustment transaction.
In the Loyalty Program Maintenance screen, set the following parameter. For more information, see Loyalty Programs:
1. Click Allow Point Adjustment to allow the cashier to process points adjustments.