Manually add/remove points

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Pre-requisites

You'll need access to add/remove points to perform this action.

Step 1: To credit or debit points, access a specific member account by navigating to Members → Search Members → Member Profile. Click on Action and select Add or Remove Points.

Step 2: Alternatively, you can click on View and select Add/Remove Points from the actions tab.

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Keep in mind

A two-step approval process may apply in case you have Maker Checker enabled. Read the Maker Checker documentation for more info here: Maker Checker

Step 3: Add the primary details:

• Type of Transaction - Defines whether points are added (Credit) or removed (Debit).

• Points Detail
  • Points - Specifies the number of points to be added or deducted.
  • Narration - Specifying details about the event and points added.
  • Description - Detailed explanation of the transaction for further context.

Step 4: Next, add the transaction details:

• Product Code - Select the product this transaction will be applied to.
• Transaction Date - The date of the transaction. (By default, today will be selected as transaction date.) You can select the date manually by hovering over to the calendar icon.
• Transaction Amount - The amount of the transaction.

Step 5: Review the summary. Once done, click Save.