Customer Balances

Customer Balances

Overview

In this section, you can see a customer's current token balance and their balance history. Merchants can either add or delete balances from a customer’s account. 

To Reach "Customer Balances": 

  1. Log into Control Center 
  2. Select Loyalty 
  3. Select Customer
  4. Select Customer Balances

Figure 1.0

Selecting "Customer Balances," you will see the screen below. A log of the customer's earned tokens from purchases will appear here.  


Figure 1.1

In this section, the following search functions are available: 
  1. Balance Type – All balance types will appear in the drop-down menu.  
  2. Customer Email – It displays the registered email address of the customer. 
  3. First Name & Last Name – First and last name of the customer. 
  4. Balance – Displays the current balance of the customer. 
  5. Employee – A drop-down menu with Yes/No options to indicate whether the customer is a Loyal-n-Save employee.
  6. Created – Date when the balance was created. 
  7. Updated – Date when the balance was updated.  
  8. Actions –  Displays three option buttons: 

Figure 1.2

1. Modify Balance – Modify the customer’s balance by adding or removing tokens.  
2. Balance History – The number denoted here is the combined total of the customer’s balance history. 
3.  Remove Item – Remove balance from the customer’s account. 

Modify Balance 
This refers to updating the number of tokens in a customer's account. This feature is used to correct errors, add credit tokens, or reflect the total available tokens. A customer's balance may be adjusted due to refunds, rewards, deductions, or corrections, ensuring an accurate token balance is displayed in their account.

Balance History 
Balance history refers to a detailed record of all transactions that affect a user’s token balance. This feature helps customers track their token usage. Balance history includes deposits, withdrawals, rewards, deductions, and adjustments, giving a clear overview of token activity. 

Merge Balance Type 

This button allows the admin to merge two different balance types into one. When a campaign becomes inactive or expires, customers will no longer be able to earn or redeem tokens for it. If a balance type is decommissioned, it can be merged with the default balance. 


Figure 1.3


Figure 1.4
  1. Allow Multiple: It allows adding multiple balances from the customer’s account. 
  2. Source Type: Source type of the balance from which the balance would be deducted. 
  3. Destination Type: Destination type of the balance to which the balance would be added. 
  4. Delete Balance from Source: After the balance gets added to the destination type, the balance from the source would be deleted and would become 0.
  5. Once you fill in required details, click on "Save" to merge the balance in the customer’s account. 


"Add New" Button 

Click on the "Add New" button to add balance to the new customer’s account. (Customers who have yet to earn tokens.) 

Figure 1.5


On clicking on the "Add New" button, you will see the screen below: 
Figure 1.6

Select the customer's name to which you want to add the customer balance. After you have entered the customer’s name, click on the "Search" button, and your customer details will be displayed.

Figure 1.7


Figure 1.8

Once the result gets displayed, click on the "Apply" button.    

Figure 1.9

When you click on "Apply," you will see the customer name along with two fields: Balance Type and Balance.

Figure 2.0

  1. In the Balance Type field, you will get options in the drop-down. 
  2. Select any balance type.  
  3. Additional token buckets (balance types) can be created in Control Center. 

Figure 2.1

  1. Enter the token amount. For example: 1000 (in this case) 
  2. Click on "Save & Close" to successfully add the amount to the customer’s balance. 


Figure 2.2

Select Another Balance Type 

  1. Select another balance type: For example, Winston.
  2. Enter the balance amount. 
  3. Click on the "Save & New" button to successfully add the entered amount to the customer’s balance. 
  4. When you click on the "Save" button, then you will be redirected to another screen as shown in Figure 2.4.

Figure 2.3

Modify Balance 

This refers to updating the number of tokens in a customer's account. This feature is used to correct errors, add credit tokens, or reflect the total available tokens. A customer's balance may be adjusted due to refunds, rewards, deductions, or corrections, ensuring an accurate token balance is displayed in their account.

Use the column filters to search for the customer.


Figure 3.0


Click the Modify icon under Actions to adjust the customer balance.


Figure 3.1
  1. 1. Modify Balance – Modify the customer’s balance by adding or removing tokens.  
  2. 2. Balance History – The number denoted here is the combined total of the customer’s balance history. 
  3. 3. Remove Item – Remove balance from the customer’s account. 


Figure 3.2

In the screen above, you will see the balance amount entered for the customer’s account. Directly below, you will see the field labeled Change Type. There, you will have two options to choose from: Manual Change and Flagged Deduction.

Manual Change – If you choose "Manual Change," the specified amount will be added to the customer’s account.
Flagged Deduction – If you select "Flagged Deduction," the entered amount will be deducted from the customer’s account.
Enter Change Notes - Provide a brief description of the change.
Click on the "Save" button to save the details and exit.

The balance details will appear in the newly added balance history in the customer's account. 

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