Use the Points Accumulated Report to view a list of customers with their accumulated points and qualified purchases. Go to  Administration > Reports > Sales > Points Reward > Points Accumulated.


Filters

  • Accounting Period - Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.
  • Marketing Interest - Use marketing interests to link a lead and their purchases to a specific interest. For example, when a customer interested in barbecues comes into your store, add the BBQ & Grill marketing interest when they input the lead. You can then follow up with a marketing campaign to encourage a new purchase.
    • You can add an interest to a customer using the Customer screen (Customer > Open a customer > Marketing > Interests tab).
  • Customer type - Use customer types to set up different customer classifications - for example, Commercial, Residential, or Wholesale.
    • A customer type is added to a customer using the Profile tab of the Customer screen.
  • Point Program - Point rewards programs allow customers to accrue points based on purchases and then receive rewards when an award level is reached or the program ends.
    • Click on the reward-points-enabled  icon on the Customer tab to add a customer to a point program. 

Security Permissions Required

 

Category
Function
Admin-Reports
Can Access Reports Tree Branch
Can Access Reports - Sales