{"id":14076,"date":"2024-03-15T13:40:00","date_gmt":"2024-03-15T20:40:00","guid":{"rendered":"https:\/\/4softpos.com\/?post_type=kb&p=14076"},"modified":"2024-04-22T13:53:59","modified_gmt":"2024-04-22T20:53:59","slug":"update-loyalty-points","status":"publish","type":"kb","link":"https:\/\/4softpos.com\/index.php\/kb\/update-loyalty-points\/","title":{"rendered":"Update Loyalty Points"},"content":{"rendered":"\t\t
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These are certain situations that may occurred, which may be necessary to follow specific procedures to ensure that updating loyalty points is done correctly on the POS app<\/p>

**Note: Not possible to update loyalty points on orders in the past dates on the POS**<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Order already closed, but forgot to sign in the customer’s loyalty account<\/h3>

1. On ORDER RECALL<\/strong>, select an order then click RE-OPEN ORDER\"\"<\/strong><\/p>

2. After the confirmation of reopening the order, click PAY\"\"<\/strong><\/p>

3. On the pay screen, click Loyalty<\/strong> then sign in with the intended customer’s loyalty account\"\"<\/p>

4. On the loyalty account information window, click UPDATE LOYALTY POINTS <\/strong><\/p>

**Customer will not receive the points if UPDATE LOYALTY POINTS<\/strong> is not clicked**<\/span><\/p>

\"\"<\/strong><\/p>

5. The points and reward will be updated, then click CLOSE\"\"<\/strong><\/p>

6. Click Close Check<\/strong>, and the process is now completed\"\"<\/p>

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Order already closed with unintended loyalty account or wanted to change to a different loyalty account<\/h3>

1. Similar to the previous case, reopen the order then go to pay screen and click Loyalty<\/strong> to open the loyalty account information window, then click SIGN OUT\"\"<\/strong><\/p>

2. The confirmation will appear, click Yes<\/strong> to confirm signing out the current loyalty account and the earned points\/reward from this order will be deducted from the account immediately\"\"<\/p>

3. Click Loyalty<\/strong>, then sign in with the intended loyalty account\"\"<\/p>

4. Confirm that the correct account is signed in, then click UPDATE LOYALTY POINTS\"\"<\/strong><\/p>

5. The points and reward will be updated, then click CLOSE\"\"<\/strong><\/p>

6. Click Close Check<\/strong>, and the process is now completed\"\"<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Order already closed with loyalty points earned, but later the order got adjusted that the previous balance is different from the current balance<\/h3>

Currently, if the order is reopened and balance is adjusted that it necessary to remove the old payments and\/or make additional payment with new balance, the loyalty points will not be updated automatically. This may cause the loyalty account to receive points more or less than intended amount.<\/p>

**Note: Tax, service charge, delivery charge, extra charge, and gratuity changes will not affect the points earned. Only sub total, discounts, and redeemed reward changes will affect the earning**<\/span><\/p>

1. After closing the order with new balance(usually automatically closed after paid), go to ORDER RECALL<\/strong> then select the order and click RE-OPEN ORDER\"\"<\/strong><\/p>

2. Go to pay screen, click Loyalty<\/strong> to open loyalty account information window, then click UPDATE LOYALTY POINTS\"\"<\/strong><\/p>

3. Wait until the process is complete (may take more than couple seconds to complete)\"\"<\/p>

4. The points and reward will be updated, then click CLOSE\"\"<\/strong><\/p>

5. Click Close Check<\/strong>, and the process is now completed\"\"<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Void order with loyalty account signed in<\/h3>

Simply void an order while a loyalty account is signed in will automatically deduct the points\/reward, that earned from this order, from the account.<\/p>

In a rare case, you may run into an issue where one customer using the same loyalty account on 2 orders on the same day in this scenario:<\/p>

  • Order#1 the customer earned enough points that then converted into redeemable reward<\/li>
  • Order#2 the same customer redeemed the reward to cover the order’s balance<\/li>
  • For some reasons, Order#1 has an issue that the customer requested for a refund<\/li><\/ul>

    In this case, after voiding the Order#1, the POS will display this error message\"\"<\/p>

    Which means the loyalty account will not get points\/reward that earned from the order deducted from the account.<\/p>

    If the customer is also request to refund the Order#2 as well, the redeemed reward will also be returned to the account. Those returned reward must be removed only through factor4 dashboard.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

    These are certain situations that may occurred, which may be necessary to follow specific procedures to ensure that updating loyalty points is done correctly on the POS app **Note: Not possible to update loyalty points on orders in the past dates on the POS** Order already closed, but forgot to sign in the customer’s loyalty […]<\/p>\n","protected":false},"author":57,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"kbtopic":[524,245],"kbtag":[],"class_list":["post-14076","kb","type-kb","status-publish","hentry","kbtopic-factor4-loyalty-program-user-guide","kbtopic-user-guide"],"_links":{"self":[{"href":"https:\/\/4softpos.com\/index.php\/wp-json\/wp\/v2\/kb\/14076","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/4softpos.com\/index.php\/wp-json\/wp\/v2\/kb"}],"about":[{"href":"https:\/\/4softpos.com\/index.php\/wp-json\/wp\/v2\/types\/kb"}],"author":[{"embeddable":true,"href":"https:\/\/4softpos.com\/index.php\/wp-json\/wp\/v2\/users\/57"}],"replies":[{"embeddable":true,"href":"https:\/\/4softpos.com\/index.php\/wp-json\/wp\/v2\/comments?post=14076"}],"version-history":[{"count":15,"href":"https:\/\/4softpos.com\/index.php\/wp-json\/wp\/v2\/kb\/14076\/revisions"}],"predecessor-version":[{"id":14123,"href":"https:\/\/4softpos.com\/index.php\/wp-json\/wp\/v2\/kb\/14076\/revisions\/14123"}],"wp:attachment":[{"href":"https:\/\/4softpos.com\/index.php\/wp-json\/wp\/v2\/media?parent=14076"}],"wp:term":[{"taxonomy":"kbtopic","embeddable":true,"href":"https:\/\/4softpos.com\/index.php\/wp-json\/wp\/v2\/kbtopic?post=14076"},{"taxonomy":"kbtag","embeddable":true,"href":"https:\/\/4softpos.com\/index.php\/wp-json\/wp\/v2\/kbtag?post=14076"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}