Points, store credit & customer data
Reconcile balances and expiry, handle consent and limit data access.
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Before you begin
Verified opening balances and evidence from the previous system.
Where to go
Loyalty / Customers / Audit
Visible menus may vary with language, permissions, app version and shop configuration.Follow these steps
- Review the points program and movement history before adjusting balances. Retain evidence and reasons for an authorized operator.
- Keep points, store credit, deposits and pass minutes separate. Verify the owner, branch and expiry of each entitlement.
- For customer/balance migration, reconcile per person, resolve duplicates and confirm a supported import path with the team. Do not overwrite history with new balances.
- Collect only necessary data, separate membership from marketing consent, restrict access and route correction/deletion requests to the responsible person under shop policy.
How to verify success
Each balance has provenance and expiry, duplicates are reviewed and unauthorized staff cannot access customer data.
Limits & things to check
Store-credit services and pass renewal exist, but general credit issue/redeem controls are not connected to the current POS screen. Do not train them as universally available payment buttons.
Ready to try it in your shop
Lessons are free to read. Actual operations require sign-in and the appropriate permission. Use test data for training.