How to view Loyalty Transaction Details by Customer Report in Adempiere Retail
The Loyalty Transaction Details by Customer Report is a detailed list of all loyalty point activities (earned, redeemed, expired, adjusted) for each customer, showing how and when their points were used.
User Access
Who Can Access
- Admin
- Back Office
- Purchase Manager
- Manager
What User Can Do
- Track Individual Customer Point
- Verify Loyalty Program Accuracy
- Analyze Redemption Patterns
- Export or Print Reports
Pre-Requisite Activities
- Enable Loyalty Program in System
- Track All Loyalty Transactions
- Date Range for Reporting
Business Rules
- Unique Customer Identification
- Point Calculation
- No Negative Balance
- Point Expiry
- Balance Update
- Reporting Date Filter
User Interface
STEP 1: To select a Loyalty transaction details by customer.
STEP 2: To enter a date in this field is mandatory. Then to enter a Customer and to click the start check box to run the process.
STEP 3: Once to complete the process then to show the report based on the given data.
STEP 4: Date invoiced – refers to the specific date when an invoice is issued or created. It’s the day the seller or service provider formally records the transaction and requests payment from the buyer.
Card number– typically refers to a unique identifier associated with a customer’s account or transaction card.
Mobile number– refers to the phone number associated with a customer, typically used for communication, account identification, or customer service purposes. This number is generally provided by the customer when they create an account, make a purchase, or interact with a business.
Reward points – are a form of loyalty program or incentive offered by businesses to encourage customer retention and repeat purchases. These points are earned by customers as they engage with a brand—usually by making purchases, signing up for services, or engaging in certain promotional activities.
Points redeemed – typically refers to the process of using accumulated points or rewards to claim products, services, discounts, or other benefits in a loyalty program, rewards system, or promotional offer.
Bill number – is a unique identifier assigned to a specific bill or invoice. It is used to track and reference the details of a transaction, payment, or service rendered. Bill numbers are often used in businesses, utilities, or government services to make it easier to locate, manage, and verify particular bills.