Client points operations list

The Client points operations list is used for viewing, creating and editing operations carried out on client points balances.

Location: Transactions -> Points operations.

This window can also be opened using the Points operations command in the context menu of the Clients directory.

The window is opened using the filter steps Select date range, Select client groups, Select clients and Select point type.

Client points operations list

The viewer window contains a panel with filter parameters and a panel displaying a list of point operations that match the selected filter parameters.

Data grid columns:

Name — name or number of the points operation.
Description — brief description.
Date — date and time the operation was carried out.
Client — name of the client to whom the points account belongs.
Client group - name of the client group.
Quantity — number of points added in the operation.
Point type — name of the point type.
Operation owner — name of the employee who carried out the operation.

Context menu commands:

Add (Ins) — add new points operation.
Edit (F2) — edit selected points operations.
Delete (Del) — delete selected points operations.
Print (Ctrl + P)

and also the commands in the Additional functions menu.

The New client points operation, Client points operation and Client points operations windows are used for adding and editing points operations.

The permanent delete confirmation prompt is used when deleting points operations.