Claim a Receipt
The Loyalty platform can store purchase Receipts from Member transactions. If a Receipt is uploaded into the platform, but is not yet assigned to a Member, the Receipt will have a status of Unclaimed. From the Receipts tab of the Member Profile screen, a Customer Service Representative can assign an unclaimed Receipt to the currently selected Member, which changes the Receipt status to Claimed.
To claim a Receipt from the Member Details screen:
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Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.
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On the People screen, search for and select the desired Member (see
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Select the Receipts tab.
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From the drop-down menu, enter all or part of the Receipt Number (this value can be found on the Receipt Details screen). From the list of search results, select the desired Receipt.
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From the Upload Method drop-down menu, select the upload method that was utilized for this Receipt.
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Click Claim Receipt.
