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Points Card History

  • Updated

Key Points of the Article:

  1. View the list of Points Card
  2. View the usage history of Points Card
  3. Modify the validity date of a Points Card
  4. View the history of a Points Card

1. View the List of Points Cards

  1. Click on the Finances module
  2. Click on Special Products
  3. Click on Points Cards

The list of Points Cards is available.

Note: It is possible to print the list of Points Cards by clicking on the printer icon at the top right. The printed list depends on the filter applied (active/inactive, dates, etc.).

 

2. View the Usage History of Points Cards

  1. Click on the Finances module
  2. Click on Special Products
  3. Click on Points Cards
  4. Click on Transactions

The history of Points Card sales/usage appears.

Note: It is possible to print the history by clicking on the printer icon at the top right. The printed list depends on the filter applied (booklet model, dates, etc.).

 

3. Modify the Validity Date of a Points Card

  1. Click on the Finances module
  2. Click on Special Products
  3. Click on Points Cards
  4. Click on Points Cards
  5. Click on Actions at the end of the line of the booklet to be modified
  6. Click on Modify Date
  7. Enter the new date
  8. Click on Save

The validity date is modified.

 

4. View the History of a Points Card

  1. Click on the Finances module
  2. Click on Special Products
  3. Click on Points Cards
  4. Click on Points Cards
  5. Click on Actions at the end of the line of the booklet to be viewed
  6. Click on History

The Points Card's history is available.

Note: It is possible to view the history of a Points Card directly on the customer's file.

 

Associated Articles:

  • Create a Points Card - Reception
  • Use of Points Card - Reception
  • Create a Points Card Mode