This guide explains how to manually credit (add) or debit (remove) points from a specific customer's balance.
Procedure
1. Access the desired customer's profile in the customer management module.
2. Click on the Points tab to view the transaction history.
3. Click the New Transaction button. A modal window (pop-up) will open.
4. In the Type field, select the type of transaction:
- Credit points: To add points to the customer's balance.
- Debit points: To remove points from the customer's balance.
5. In the Value field, enter the number of points to credit or debit.
- Note: The value must always be a positive number (greater than 0), as the type (Credit/Debit) has already been selected in step 4.
6. In the Internal Notes field, enter a brief description or reason for the transaction. These notes will be visible in the customer's transaction history.
7. Check the New Balance section at the bottom of the window to see the updated balance before saving.
8. Click the Add button to save the transaction and update the customer's balance.
The transaction will be immediately added to the customer's Transaction List.
