Review the Customer Loyalty Points Report
How to Review the Customer Loyalty Points Report in Muhasib ERP
Overview
This guide will help you summarize loyalty points by customer and identify balances requiring action.
You get a customer-level loyalty liability/activity summary.
Who can do this
You need access to Loyalty Points Report and authorized customer scope.
Before you start
Define company, as-of date, customer/group scope, active/expired inclusion, and expected control total.
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 Report.
Review the Customer Loyalty Points Report
Step 1: Set company and as-of/date filters
Step 2: Select customer/group and status scope
Step 3: Generate the report
Step 4: Review earned, redeemed, expired, and available totals shown
Step 5: Drill to loyalty ledgers for exceptions
Step 6: Export only with customer-data authorization
Check your work
Sample customer totals compare and confirm to their loyalty ledgers and inquiry transactions.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Confirm as-of and expiry processing time.
- Do not sum overlapping earned and available columns.