Configure and operate customer loyalty
Control how customers earn, redeem, refund and adjust points while retaining an immutable points ledger.
Where this lives
- Customers › Loyalty
/dashboard/customers/loyalty
Permissions needed
- Customers · Loyalty
- Customers · View
Any one of these grants access. Ask an administrator if the screen is not visible to you.
Before you start
- Customer accounts with valid contact details
- Configured loyalty liability and expense accounts
Complete the workflow
- 1
Configure the programme
Set points earned per currency unit, currency value per point, minimum redemption and optional expiry, then enable the programme.
- 2
Earn points
Linked POS sales and issued customer invoices award points automatically. Walk-in sales do not earn until a customer is linked.
- 3
Redeem at checkout
Eligible customers can use loyalty as a mixed POS tender. The cashier needs the loyalty-redemption permission.
- 4
Handle reversals
Loyalty refunds restore redeemed points. Purchase returns proportionally reverse points originally earned, using compensating ledger entries.
- 5
Make controlled adjustments
Administrators may add or deduct points with a mandatory reason. Existing ledger entries are never edited.
Useful tips
- Treat the point value as a financial policy because it changes the reward liability.
- Review unusual manual adjustments through the audit log.
Troubleshooting
A member cannot redeem
Check the programme status, minimum threshold, available balance and cashier permission.
Related guides
Complete a point-of-sale transaction
Build a basket, identify the customer, collect one or more tenders, and issue the sale without losing register or inventory control.
Process POS returns and refunds
Return sold products, choose their inventory disposition, obtain approval where required and refund the original tenders.
Configure the accounting foundation
Map operational events to the chart of accounts and control when financial periods accept postings.
Catalogue 2026.08.10