Review the Customer Loyalty Points Ledger

How to Review the Customer Loyalty Points Ledger in Muhasib ERP
Overview
This guide will help you explain a customer's loyalty-point balance from opening through earned, redeemed, expired, and adjusted points.
You get a complete points roll-forward.
Who can do this
You need access to Loyalty Points Ledger and customer scope.
Before you start
Know customer, exact date range, expected opening/current balance, and loyalty rules.
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 Ledger.
Review the Customer Loyalty Points Ledger
Step 1: Select company, customer, and date range
Step 2: Confirm opening points
Step 3: Review each earn, redeem, expiry, adjustment, and reversal
Step 4: Recalculate running balance
Step 5: Drill to source transactions
Step 6: Compare closing points with customer/current summary
Check your work
Opening plus valid additions minus reductions equals closing and agrees with the points report.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
Check transactions before the selected range for opening differences.
Confirm returned sales reverse points according to the set up rule.
Related guides
Review Customer Loyalty Points Inquiry
Review the Customer Loyalty Points Report
Review Sale Return Inquiry
What to do next
Review Customer Loyalty Points Inquiry.