Details:

Use the Points Accumulated Report to view a list of customers with their accumulated points and qualified purchases (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, e.g. 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