Point Adjustment

System Location: Member-Services / Clienteling Services / Point Adjustment (link)

A point adjustment is a generic method of adding points to an account.  The additional points will be associated to a new transaction, assigned to the account.

Issuing a Point Adjustment

1. Retrieve the account within the aforementioned system location.
2. Click the "Point Adjustment" link in the bottom-left.
3. Specify the appropriate parameters:
   • Business Unit/Location - The originating location for the transaction.
   • Activity Date for Point Adjustment - The activity timestamp for the transaction.
   • Transaction Note - Text details related to the adjustment (e.g. it's purpose).
   • Point Adjustment Amount - The amount of points to be added to the account via the transaction.
   • Transaction Custom Fields - Optional, additional data points setup via custom field functionality.
4. Click "Save Point Adjustment" to commit the transaction.