Overview and Programs
Overview summarizes program metrics and recent ledger activity. Open Programs to review existing programs and create a new program. Ensure a program is active before making a manual adjustment.
Member ledger
- Open a member and check their identity, balance, and point history.
- Enter a signed point amount: positive to add and negative to deduct.
- Record a clear reason.
- Save and verify the ledger entry and final balance.
A deduction cannot result in a negative balance; the system rejects it without creating a ledger entry. Manual adjustments change a customer benefit and require appropriate internal authorization.
Video walkthroughs
English Admin Web recordings from isolated demo data, slowed down so the steps are easier to follow. Secret values are masked. No external payment or provider delivery is performed.
Recorded:
admin adjusts loyalty points and creates a loyalty program 0:06
Covered steps
- Open the loyalty overview and review the page summary.
- Open the demo member ledger and create a positive points adjustment with a reason.
- Attempt a deduction larger than the available balance and verify no ledger entry is written.
- Create an active loyalty program and verify it persisted.