Sales
To track a Client’s Loyalty Points' Consumption
- Select “Points & Credits” using the drop-down menu.
- Select “Manage Credit Usages“.
- Display a list of all the consumed Loyalty Points instances under “Usage Amount” including their invoice details.
- Filter by “Credit Type” by inputting “Client Loyalty” in the search field to display only the credit charges of type “Loyalty Points“, or filter by “Client Name“.
- Click-open the required LP consumption record to display details including the Consumed Amount and the invoice redeemed discount amount and number.
- Note that you are also able to view a client’s Loyalty Points details from their file under the tab “Credit Summary“.