How to add Customer Loyalty Points?

Manage Customer Loyalty Points

Use the Loyalty Settings tab to record manual loyalty-point adjustments for an existing customer. This may be used for approved promotional awards, corrections, goodwill adjustments, or other authorised customer-benefit activities.

Before You Begin

• Select an existing customer first.
• Ensure that the Loyalty module is enabled for your XPower company.
• Confirm the number of points and the reason for the adjustment before saving.

Add Loyalty Points

1. Open the Customers screen.
2. Select the required customer from the customer list.
3. Open the Loyalty Settings tab.
4. Enter the points value in the Points field.
5. Enter a clear reason in the Remarks field.
6. Select Save Loyalty.

View Loyalty History

The loyalty table displays the customer’s manual loyalty entries, including the points value, remarks, date, and available actions. Review this history before making further adjustments to avoid duplicate entries.

Edit a Loyalty Entry

1. Open the customer’s Loyalty Settings tab.
2. Locate the loyalty entry in the transaction table.
3. Select the Edit action.
4. Update the points value or remarks.
5. Select Save Loyalty to update the entry.

Delete a Loyalty Entry

1. Locate the required entry in the loyalty transaction table.
2. Select the Delete action.
3. Confirm that the selected entry is the correct one before proceeding.

Important Notes

• Manual loyalty entries are saved against the selected customer and current branch.
• Always enter a meaningful remark, such as New Year promotion, Manager-approved adjustment, or Duplicate points correction.
• Only authorised users should edit or delete loyalty transactions.
• Check the loyalty history before adding points to prevent duplicate adjustments.
• Manual loyalty entries are separate from points that may be awarded automatically through sales transactions.

Common Issues

• Cannot save loyalty points: Select a customer first and enter a valid numeric value in the Points field.
• Loyalty Settings tab is not visible: Confirm that the Loyalty module is enabled for the company.
• Incorrect points were added: Locate the relevant manual entry and use Edit or Delete according to your company approval process.