Summary
- Virtual terminal report gives detailed information of the loyalty members.
- This report provides information such as Name, Email address, Tier position, Available Loyalty points, and assigned user ID of the loyalty members.
- The virtual terminal report module enables users to edit the information of the available members, and register for new loyalty members.
Capabilities
Virtual terminal report enables users to view, and edit existing member data associated with the loyalty program and register for new members.
- Search: Allows users to view the list of existing members that are retrieved based on search criteria and if no search criteria is entered, all the existing members in the system are retrieved and displayed on screen.
- Register New Member: Allows users to add new member registration for loyalty program.
- Edit: Allows users to edit the information of existing members.
- Give Points: Allows the user to award manual points or adjust a member's loyalty points.
Configuration
The following table provides configuration details of the virtual terminal report.
| Field | Description |
| Name | This field displays the name of the member. |
| This field displays the Email Id of the member. | |
| Tier | This field displays the tier position of the member. |
| Available Points | This field displays the available loyalty points of the member. |
| User ID | This field displays the user Id of the member. |
| Edit | This field helps to edit the member information. |
| Give Points | Using this field points are allotted to the member. |
Managing Member Data
Create New Member
Click Register New Member button, a pop-up window will appear on the screen to create a new member for the loyalty program. Enter all the details and click Save.
Fields and Description
| Field | Description |
| UID | Enter a unique user ID. |
| First Name | Enter the first name of the member which is shown in the reports. |
| Last Name | Enter the last name of the member which is shown in the reports. |
| Email ID | Enter a valid email id of the member. For example, johny@gmail.com |
| User Phone | Enter a 10-digit phone number. For example, 9890562358 |
| Birth Date | Enter the birth date using the calendar. For example, 1987/01/11 |
| Optin Status |
Select the correct option in the drop-down list.
|
Edit Existing Member Information
- Click Edit icon, a pop-up window will appear on the screen to edit existing member information.
- Once a user changes the existing information then click Update. The desired information will update successfully.
Add Points to Existing Loyalty Members
Users can manage the available loyalty points if there is any mismatch in earned points.
- Click Give Points button, a pop-up window will appear on the screen to add extra loyalty points.
- Enter the desired value of points to be given in the text box.
- Select a valid reason for giving extra points from the drop-down list or enter a valid reason in the text box.
- Click Save. The desired information will update successfully.
Fields and Description:
| Field | Description |
| Points | Enter the desired value of points to be given. |
| Allow Negative Points | Select the check box to enter negative points. |
| Reason | Select a valid reason from the drop-down list. |
| Or enter a reason below | Enter a valid reason. |