The Reward Points Management program allows you manually increase or decrease a Household's Reward Points balance by the value entered. 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 Maintenance record whenever a Household's Reward Points balance is updated.
See Also: Topic Doc - RecTrac Reward Points.
To Adjust Reward Point Totals:
- Look up and Select the Household whose points you wish to adjust from the Household look up screen.
- 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.
From the bottom of the screen…
Click Process to run the Reward Points update.
Click Cancel to return to the previous screen
To exit this program, click 'X' on the title bar. You will be returned to the Main Menu or the previous program.
The Reward Points Management program allows you manually increase or decrease a Household's Reward Points balance by the value entered. 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 Maintenance record whenever a Household's Reward Points balance is updated.
See Also: Topic Doc - RecTrac Reward Points.
To Adjust Reward Point Totals:
- Look up and Select the Household whose points you wish to adjust from the Household look up screen.
- 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 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.
From the bottom of the screen…
Click Household Name to run the Household Lookup.
Click Reward Purge to continue to the Reward Purge program where you can purge Reward Point balances for a range of households.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • RewardPointsLookup_ButtonRewardPurge.
Click Exit to leave the program.
RewardPointsLookup_Tab1
Lookup (RewardPointsLookup_LookupFillin)
Enter all or some of a household's last name in this field, then click Household Name or press the <Enter> key to run the lookup.
OR
Click Reward Purge to continue to the Reward Purge program where you can purge Reward Point balances for a range of households.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • RewardPointsLookup_ButtonRewardPurge.