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 remove the assigned customer name.  Keep in mind, the history of this card will remain, even if you assign it to a new customer.

Replace a lost or stolen card
Simply issue a new card # to the customer. A warning will appear stating a card already exists and would you like to assign this new one. Saying yes will void the original and merge all points into the new one. Voiding it prior to the merge will cause balances to not transfer since card is not assigned to this customer anymore.

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

 

Updated on Wed, 21 Jan 2026 by Nathan Brown

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