{"id":13520,"date":"2025-02-28T04:52:55","date_gmt":"2025-02-28T04:52:55","guid":{"rendered":"https:\/\/jaldi.store\/?p=12478"},"modified":"2026-09-02T11:50:01","modified_gmt":"2026-09-02T11:50:01","slug":"how-to-view-loyalty-transaction-details-by-customer-report-in-adempiere-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-view-loyalty-transaction-details-by-customer-report-in-adempiere-retail\/","title":{"rendered":"How to view Loyalty Transaction Details by Customer Report in Adempiere Retail"},"content":{"rendered":"\n

The Loyalty Transaction Details by Customer Report<\/strong> is a detailed list of all loyalty point activities<\/strong> (earned, redeemed, expired, adjusted) for each customer, showing how and when<\/strong> their points were used.<\/p>\n\n\n\n

User Access<\/strong><\/h2>\n\n\n\n

Who Can Access<\/h3>\n\n\n\n
    \n
  • Admin<\/li>\n\n\n\n
  • Back Office<\/li>\n\n\n\n
  • Purchase Manager<\/li>\n\n\n\n
  • Manager<\/li>\n<\/ul>\n\n\n\n

    What User Can Do<\/h3>\n\n\n\n
      \n
    • Track Individual Customer Point<\/li>\n\n\n\n
    • Verify Loyalty Program Accuracy<\/li>\n\n\n\n
    • Analyze Redemption Patterns<\/li>\n\n\n\n
    • Export or Print Reports<\/li>\n<\/ul>\n\n\n\n

      Pre-Requisite Activities<\/strong><\/h2>\n\n\n\n
        \n
      • Enable Loyalty Program in System<\/li>\n\n\n\n
      • Track All Loyalty Transactions<\/li>\n\n\n\n
      • Date Range for Reporting<\/li>\n<\/ul>\n\n\n\n

        Business Rules<\/strong><\/h2>\n\n\n\n
          \n
        • Unique Customer Identification<\/li>\n\n\n\n
        • Point Calculation<\/li>\n\n\n\n
        • No Negative Balance<\/li>\n\n\n\n
        • Point Expiry<\/li>\n\n\n\n
        • Balance Update<\/li>\n\n\n\n
        • Reporting Date Filter<\/li>\n<\/ul>\n\n\n\n

          User Interface<\/strong><\/h2>\n\n\n\n

          STEP 1:<\/strong> To select a Loyalty transaction details by customer.<\/p>\n\n\n\n

          \"Tenthplanet-ADempiere-Loyalty<\/figure>\n\n\n\n

          STEP 2:<\/strong> 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.<\/p>\n\n\n\n

          \"Tenthplanet-ADempiere-Loyalty<\/figure>\n\n\n\n

          STEP 3:<\/strong> Once to complete the process then to show the report based on the given data.<\/p>\n\n\n\n

          \"Tenthplanet-ADempiere-Loyalty<\/figure>\n\n\n\n
          \"Tenthplanet-ADempiere-Loyalty<\/figure>\n\n\n\n

          STEP 4:<\/strong> Date invoiced <\/strong>– refers to the specific date when an invoice is issued or created. It\u2019s the day the seller or service provider formally records the transaction and requests payment from the buyer. <\/p>\n\n\n\n

          Card number<\/strong>– typically refers to a unique identifier associated with a customer\u2019s account or transaction card.<\/p>\n\n\n\n

          Mobile number<\/strong>– 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.<\/p>\n\n\n\n

          Reward points<\/strong> – 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\u2014usually by making purchases, signing up for services, or engaging in certain promotional activities.<\/p>\n\n\n\n

          Points redeemed <\/strong>– 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.<\/p>\n\n\n\n

          Bill number<\/strong> – 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.<\/p>\n","protected":false},"excerpt":{"rendered":"

          The Loyalty Transaction Details by Customer Report is a detailed list of all loyalty point activities (earned, redeemed, expired, adjusted) […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32,90,83,31],"tags":[],"class_list":["post-13520","post","type-post","status-publish","format-standard","hentry","category-jaldi-super-store","category-adempiere-reports","category-adempiere-retail","category-jaldi-life-style"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13520","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=13520"}],"version-history":[{"count":2,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13520\/revisions"}],"predecessor-version":[{"id":26141,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13520\/revisions\/26141"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=13520"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=13520"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=13520"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}