This article explains how to view the Loyalty Ledger on a consumer's profile in Dutchie Point of Sale, for Dispensary Managers and Lead Budtenders using Dutchie Loyalty & Marketing.
The Loyalty Ledger gives your team a detailed, chronological view of a consumer's loyalty activity directly from their profile. Available in both Dutchie Register and Dutchie Backoffice, the ledger surfaces loyalty history alongside product history and transaction history in a single consolidated view.
This feature is useful for Dispensary Managers who need to audit or verify a consumer's loyalty activity, and for Lead Budtenders who want to review a consumer's history during a transaction or support interaction. Rather than navigating away from the consumer profile, staff can access loyalty data in context, in a sortable, pageable, and exportable format.
The Loyalty Ledger is part of Dutchie Loyalty & Marketing.
Things to know
- The Loyalty Ledger is available on the consumer profile in both Dutchie Register and Dutchie Backoffice.
- Loyalty history appears alongside product history and transaction history under a consolidated History dropdown on the consumer profile.
- The ledger is sortable, pageable, and exportable.
View the Loyalty Ledger in Dutchie Backoffice
- Open the consumer's profile in Dutchie Backoffice.
- Locate the History dropdown on the profile.
- Select Loyalty history from the dropdown options. The other available options are Product history and Transaction history.
- Use the sort and page controls to navigate the ledger entries.
- To export the data, use the export option. The exported file includes all ledger data.
View the Loyalty Ledger in Dutchie Register
- Open the consumer's profile in Dutchie Register.
- Select the History tab on the profile.
- Choose Loyalty history from the available history options.
- Use the page controls to scroll through the consumer's loyalty activity.
Definitions of different types of loyalty transactions
| Type | Description |
|---|---|
| New Customer Reward | Initial points boost from loyalty settings |
| Manual Adjustment | Manual adjustments or points boosts from workflows |
| Bulk Update | Superuser tool |
| Migrated Carryover | Initial load from 3rd party |
| Points Expired | Self-explanatory |
| Transaction Reward | Points earned on a sale |
| Transaction Spend | Points redeemed on a sale |
| Returned Item | Points reinstated from a refunded item |
| Voided Transaction | Points reinstated from a voided transaction |
| Referral Initial Receiver Reward | Points received from using referral link (for Friend) |
| Referral Initial Sender Reward | Points received when Friend makes a purchase (for existing member that shared the link) |
| IRL Event Point Boost | Points received from an IRL event |