Review Customer Loyalty Points Inquiry
How to Review Customer Loyalty Points Inquiry in Muhasib ERP
Overview
This guide will help you inspect a customer's loyalty-point transactions and current status at source-record level.
You get a transaction-level explanation of loyalty activity.
Who can do this
You need access to Loyalty Points Inquiry and authorized customer/sale scope.
Before you start
Have customer, transaction/reference, date range, point type, or expected balance.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Sales & Customers → Customer Loyalty Points Inquiry.
Review Customer Loyalty Points Inquiry
Step 1: Select company, customer, and date range
Step 2: Filter by point status/type or reference where supported
Step 3: Review earned, redeemed, expired, adjusted, and reversed entries
Step 4: Open the source sale/return where possible
Step 5: Confirm dates, rule, quantities/value, and point amount
Step 6: Record unexplained entries for correction review
Check your work
Inquiry entries agree with source transactions and roll into the Loyalty Points Ledger/report.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Confirm expiry and return dates.
- Do not adjust points before tracing the source event.
Related guides
- Review the Customer Loyalty Points Ledger
- Review the Customer Loyalty Points Report
- Create a POS Sale