Personal tools

Difference between revisions of "Reward Points"

From TrueERP wiki

Jump to: navigation, search
 
(2 intermediate revisions by 2 users not shown)
Line 19: Line 19:
 
[[Source List]]
 
[[Source List]]
 
[[Sales Pipeline]]
 
[[Sales Pipeline]]
 +
[[Test]]
 
</menu>
 
</menu>
== Overview ==
+
== Overview ==
 +
 
 +
'''The Reward Points''' report is a list of reward points by customer showing each transaction that has added or removed reward points. Standard filters include Available points, Redeemed points and All points.
 +
 
 +
Ways Lists in ERP can be Manipulated: <br>
 +
 
 +
*[[Filtering Lists]]
 +
*[[Searching f5 f6 f7]]
 +
*[[Customising Lists]]
 +
*[[Report Printing Options]]
 +
*[[Export Data]]
 +
 
 +
'''To find Reward points:'''
 +
 
 +
*Select '''CRM''' tab
 +
*Select '''Reward Points''' button

Latest revision as of 09:48, 3 September 2015

Overview

The Reward Points report is a list of reward points by customer showing each transaction that has added or removed reward points. Standard filters include Available points, Redeemed points and All points.

Ways Lists in ERP can be Manipulated:

To find Reward points:

  • Select CRM tab
  • Select Reward Points button