Loyalty-Clearing
What Clearing loyalty points allows you to view the points that have been cleared. It is a balance settlement. Where Admin: Incentives > Loyalty-Clearing. |
The clearing loyalty points can be found under: Admin: Incentives > Loyalty-Clearing.
This requires the user right "loyalty.clearing". Our support can enable this feature.
The following page can be seen.
Explanations of each function:
Symbol | Function | Explanation |
Date from/to | At the top, you can select the time period for which the loyalty points should be displayed. Clicking on the calendar icon opens a calendar for easier selection of the corresponding day. | |
Refresh | "Refresh" updates the selected time period. | |
Print | Clicking "Print" opens the print page and the statistics can be saved as a PDF or printed (if a printer has been set up). The time period that was set before (date from/to) is used. | |
Export | Click on "Export" to immediately download the statistics as an xlsx file. The time period that was set before (date from/to) is used. | |
To the credit balances | By clicking on the button "To the credit balances", the page changes, and the credit per store is displayed. You can also select a time period (date from/to). After pressing this button, the text on the button changes to "To the loyalty points". By clicking on the button "To the loyalty points", the loyalty points are displayed again for the previously selected time period. |
Explanations of each heading:
Heading | Explanation |
Own store | The name of the own store. |
Sold own store | Credits sold in the own store within the selected time period. |
Redeemed own store | Credits sold in own store that were redeemed in own store within the selected time period. |
| External store | Name of the external store used for billing. |
Own credit redeemed in external store | Credits sold in your own store that were redeemed in an external store. |
External credit redeemed in own store | Credits sold in the external store and redeemed in your own store. |
Allocation | Difference between own credits redeemed in external stores and external credits redeemed in own store. |
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