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Customer Rewards

The Customer Rewards form can be opened when you click OK button in Process Customer Rewards form.  Customers including the Total Points they have accumulated and the Total Amount they will receive for the selected year will be listed on this form.

 

Details Tab

1.The Checkbox before the Year field is used to mark the customer you want to generate checks for.

2.The Year field will display the year selected in Process Customer Rewards form.

3.The Customer ID field will display the customer selected in Process Customer Rewards form.

4.The Invoice Subtotal field will show you the total invoices of each customer.  This includes all invoices and credit memos created and posted for the said customer.

5.The Point Values field will show you the number of the reward points the customer receives (based on the level reached, see Customer Rewards Program form).

6.The Total Points field is computed as Invoice Subtotal multiplied to its Point Value.

7.The Point Value Amount will show you the cash equivalent you assigned in the Customer Rewards Program form for a specific level.

8.The Per Point field will show a point value you assigned in the Customer Rewards Program form for a specific level.

9.The Check Created check box will show you if a check has already been issued for a certain customer.   It will be marked as checked if a check has been issued.

10.The Total Amount field is will show you the amount to be issued for a certain customer.  This is computed as Total Points times Point Value Amount divided by Per Point.

11.The Total field at the bottom of the form will sum up the Total Amount of all the line items in the grid.

Buttons

Bullet PointThe Generate Checks button will open the Create Customer Rewards Checks form.

Bullet PointThe Close button will close the Customer Rewards  form.

Bullet PointPress F1 or click F1-Help button in the Status bar for help on how to use the Customer Rewards form.


Related Topics

Customer Reward Program Options

Create Customer Rewards Checks