Void Spending/ Add or Deduct Points
  • 04 May 2022
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Void Spending/ Add or Deduct Points

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How to Void Spending and Adjust/Earn Points - Including Adding or Deducting Points on Member Profile via Eber XM Backend


On this page:

  • How to Void Spending/ Transaction
  • How to Adjust Points/ Earn Points

How to Void Spending/ Transaction

If you accidentally input a wrong transaction amount, you will be able to void this spending or transaction easily.

 

1. Go to People

 

2. Search for the specific member using mobile number/ email address/ name/ member ID

 

3. Click on the More Detail iconMore Detail icon

 

4. Under Loyalty tab, you will see the member's Transactions > Click on Void to cancel a specific transaction

 

Screenshot at Mar 04 14-21-32


5. After you click on Void, a pop up will be prompted. Click on Yes, void it! and it is completed.

 

Screenshot at Mar 04 14-25-48

How to Adjust Points/ Earn Points

You can manually adjust (add or deduct) points from the XM Backend admin:

 

1. Go to People

 

2. Search for the specific member using mobile number/ email address/ name/ member ID

 

3. Click on the More Detail iconMore Detail icon

 

4. Under Loyalty tab, click on +Add button

 

Screenshot at Mar 04 14-28-27


5. A pop up will be prompted, you can select Adjust Points*/ Earn Points** from the dropdown menu. 


Adjust Points* allow for addition/ deduction of points; while Earn Points** is specifically used to record down a transaction and will automatically convert to points based on your settings

 

  • Refer below step 6a. for Adjust Points Settings
  • Refer below step 6b. for Earn Points Settings
Screenshot at Mar 04 14-29-13



Adjust Points


6a. If you choose Adjust Points, you can choose to Add/ Deduct from the dropdown menu > Include a remark under Note if needed/ Tick on the checkbox if you wish to Notify the member for the adjustment of points > Submit

 

Screenshot at Mar 04 14-30-00

Earn Points


6b. If you choose Earn Points, you need to key in the Amount Spent, Transaction Date, Reference ID > Include a remark under Note if needed/ Tick on the checkbox if you wish to Notify the member > Submit

 

Screenshot at Mar 04 14-46-25



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