Review and manually adjust loyalty points

Overview

• Customer Detail shows Total points, Available points, next expiry information, current group, and recent point-ledger entries.
• The Point ledger can contain EARN, REDEEM, ADJUSTMENT, REFUND_REVERSAL, POST_PURCHASE_EARN, EXPIRE, and VIP-related entries depending on the workflow.
• Managers with the required business access can manually set a new points balance; MiniTill records only the difference as an ADJUSTMENT with a required reason.
• Manual adjustment is intended for migrations and correcting missed/incorrect points, not as a substitute for normal order/refund processing.

When to use this

• Use the ledger to investigate any customer point dispute before changing the balance.

Step-by-step

1. Open Customer Detail.
2. Review current/available points and recent ledger entries.
3. Open View all loyalty logs when more history is needed.
4. If a correction is genuinely required, enter the desired New points balance rather than mentally calculating an undocumented adjustment.
5. Enter a clear reason and save.

Common mistakes

• Do not adjust points merely because the current balance looks surprising; inspect the ledger first.
• Do not enter a negative target balance; customer points are kept at zero or above.
• Do not use a vague reason such as 'fix' when an auditable explanation is available.

Troubleshooting

• If adjustment controls are absent, your current access does not permit customer management.
• If points differ from an order expectation, compare the ledger entry's eligible base and Earn rate rather than only the receipt total.