Supervisor Functions


Below are procedures for some common supervisory functions. 

Balance Adjustments
Reward Card balances can be adjusted on the Customer Edit screen in the Balances tab, just like any other balance.

Void a Card
To "void" a card, adjust the balance down to zero, then edit it and change the assigned customer name.

Replace a lost or stolen card
To replace a lost or stolen card, void it as above, and then issue a new card to the customer.  The balance will be forwarded to the new card.

Merge Cards 
To merge two cards, void one of them as above, and then adjust the balance of the other card.

 

Updated on Tue, 29 Dec 2020 by Angela Chiaravalle

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