How to Update a Household's Reward Points Balance in RecTrac 3.1
Question
Is there a way to update a household's Reward Points balance in RecTrac 3.1?
Answer
The Reward Points Management program allows you manually increase or decrease a Household's Reward Points balance. To increase a household's Reward Points balance, enter a positive number and click Process. To reduce a household's Reward Points balance, enter a negative number and click Process. No receipt is generated; the balance is simply updated. The User ID of the person logged in will be added to the Rewards Management record whenever a Household's Reward Points balance is updated.
To Adjust Reward Point Totals:
- In RecTrac, search for and go to Household Reward Points Management.
- Look up and Select the household whose points need adjusting. You will continue to the Reward Points Management program.
- The household's Current Balance will appear in the corresponding field.
- Enter a Reward Balance Change Amount. This can be an increase (+) or decrease (-).
- Enter a note in the Reference field to explain the adjustment, if desired. This note will appear in the household's Reward Points history.
- Click Process to complete the action. The household's reward points will be adjusted accordingly. You will be returned to the Household Lookup screen where you can repeat this process or Exit back to the main menu.
See Also: Topic Doc - RecTrac Reward Points.