Adjust loyalty points in Dutchie POS

If you need to manually adjust a customer’s loyalty point total for any reason, you can do so from the Register or from Backoffice.

Things to consider

  • This article applies to Dutchie POS’s built-in loyalty features. You will follow a different process if you use a third-party loyalty integration.
  • By default, any user can adjust loyalty points. We recommend contacting Dutchie customer support to enable optional settings that require a manager PIN and a reason for loyalty point adjustments.
  • If you're switching to Dutchie POS or Dutchie Loyalty from another platform, our team can help migrate your existing customers and their point balances during the onboarding process.

Adjust loyalty points in the Register

  1. Search for a customer and go to their profile.
  2. Click the edit icon next to Available Loyalty Points.
    POS-cust_profile-edit_loyalty_points.png
  3. Enter the number of points you want to adjust to.
  4. If required, enter a Manager PIN and select a Reason for the adjustment.
  5. Click Adjust.
    POS-adjust_loyalty_points_modal.png

Adjust loyalty points in Backoffice

To adjust a single customer's loyalty point balance:

  1. Go to Customers in the Backoffice and search for the customer.
  2. Click the ellipsis (...) next to the customer and then Adjust loyalty points:
    bo_customers_row actions_adjust loyalty points.png
    Or, open the customer's profile and then select Actions > Adjust loyalty points:
    bo_customers_profile_actions_adjust loyalty points.png
  3. Enter the customer's new point balance and, if required, an Adjustment reason and Manager PIN.
    bo_customers_adjust loyalty points modal.png
  4. Click Adjust loyalty points.

To adjust multiple customers' loyalty point balances:

  1. Go to Customers in the Backoffice and use the checkboxes to select two or more customers to adjust.
  2. Click Bulk actions > Adjust loyalty points.
    bo_customers_bulk actions_adjust loyalty points.png
  3. Enter a new point balance that will apply to all selected customers and, if required, an Adjustment reason and Manager PIN.
    bo_customers_adjust loyalty points modal.png
  4. Click Adjust loyalty points.

What’s next?

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