Process loyalty reward point adjustments


We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

This procedure demonstrates how to look up loyalty card information and adjust loyalty reward points. The demo data company used to create this task is USRT. This task is intended for the Retail operations manager role or a Customer service manager role.

  1. Go to Loyalty cards.
  2. In the list, find and select the desired record.
  3. In the list, click the link in the selected row.
  4. Click Card transactions.
    • On this page you can view all loyalty transactions for the selected loyalty card.
  5. Close the page.
  6. Click Card adjustments.
  7. Click New.
  8. In the Reward point field, enter or select a value.
  9. In the Amount or quantity field, enter a number.
    • You can add or remove points from the loyalty card by using positive or negative amounts.
  10. In the Loyalty program field, enter or select a value.
  11. In the Comment field, type a value.
  12. Click Post adjustment.
  13. Click Yes.
  14. Close the page.
    • Normally at this point you'd refresh the page to see the result of the reward points adjustment in the Reward point summary tab. But if you are running this as a task guide, don't refresh now because if you do, the task guide will stop.
  15. Click Card transactions.
  16. Close the page.