The following windows are used when working with regular customer points operations:
All of these windows are opened from the list context menu.
The command opens the editor window and allows you to edit the attributes of one or more regular customer points operations.
If you selected one entry in the data grid, the editor window is opened.
Window fields:
Name is the regular customer points operation name or number. This is a required field.
The name (number) of the operation can be entered manually or formed automatically by using the template described in the directory.
If the regular customer is not yet specified, the name is generated based on insufficient conditions. In this case, after selecting a value in the Regular customer field, you will need to force name formation by pressing the Select button in this field.
Description is a brief textual description of the points operation.
Any additional information can be entered in this field.
Date is the date and time when the points operation is run. Required field.
Quantity is the number of points added to the regular customer account. Required field.
Please enter a positive value if you want to add points to the account and a negative value if you want to deduct points from the account. The balance remaining after the points were added or deducted determines discounting.
The deducted number of points can be greater than the remaining points balance on the regular customer account because the remaining points balance can be negative.
Regular customer is the regular customer whose points were subject to operation. Required field.
Please select values in the field.
The name of the regular customer is displayed on the terminal and is used to select regular customers on the POS terminal.
Point type is the type of points for this operation. Required field.
Selection is made in the field.
The name of the point type is displayed on the POS terminal when entering regular customer details.
Employee is the employee who performed the regular customer points operation.
Please select a value in the window.
The operation owner can be specified if the points operation is run manually.
Click to save data. Selecting will save data without closing the window. Selecting will close the window without saving data.
The multiple regular customer points operations editor window is opened if two or more entries are selected in the data grid.
The name of the editor window changes to . A panel with the list of the selected items is added to the editor window.
If you select two or more items for editing, the changes made to the window fields will be applied to all selected operations on regular customer points.
The fields and panels and their completion rules are similar to the window.
The entry window allows you to enter information about one or more new operations on regular customer points in the log.
You can open the entry window by using the command or by pasting data about a new operation on regular customer points from the clipboard to the log.
The fields and panels and their completion rules are similar to the window.
You can open the entry window by pasting data about two or more new operations on regular customer points from the clipboard to the log.
The fields and panels and their completion rules are similar to the window.
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