Purpose

The Loyalty Detail Window displays historical sales and loyalty information for the currently selected Customer Account.

 

Accessing the Loyalty Detail Window

While in Focus Setup, select Customers > Accounts > Loyalty Detail.

 

Figure 3.11 Customer Accounts Loyalty Detail Window

 

Figure 3.12 Customer Accounts Loyalty Detail Window Fields

Field	Description
Current Points	The number of points the Customer Account currently has on the Plan.
Total Points	The cumulative number of points the Customer Account has since joining the Plan. Cumulative points are not reset when the award level has been reached.
Coupons/Discounts Issued	The cumulative number of Coupons or Discounts issued to the Customer Account.
Coupons/Discounts Redeemed	The cumulative number of Coupons or Discounts redeemed by the Customer Account.
Discount Amount	The cumulative amount of Discounts earned by the Customer Account.
First Order	The date the First Order was placed by the Customer Account.
Last Order	The date the Last Order was placed by the Customer Account.
# of Orders	The number of orders place by the Customer Account.
Sales	The cumulative amount of sales placed by the Customer Account.
Last Payment	The date of the latest payment received from the Customer.

 

Related Topics

Job Right ‘Office - Accounts’