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Loyalty customers, manual adjustments and the points report

A customer is made a loyalty customer with a card number and a starting bonus. A manual adjustment records points taken off by hand, and the points report shows each customer's earned, spent and balance points. The report and the till can differ after a manual change.

  • Retail POS Loyalty
  • 3 min read
  • Updated October 20, 2026

For Supervisor or shop manager Accountant Owner

On this page

Make a customer a loyalty customer

A customer registered at the till is made a loyalty customer at once: they get a card number and the company's Initial bonus loyalty point as their starting balance. For other customers:

  1. Open the mapping
    Who
    Supervisor or accountant
    Where
    Loyalty > Customer Mapping (tab Customer loyalty mapping)
    What changes
    The list shows each loyalty customer with Initial bonus point, Card no and Status.
  2. Add or edit
    Where
    Add, or the edit button of a row
    What changes
    Choose the Customer, type the Initial bonus point and the Card no (when empty a card number is made), set Status to Active, and Save.

The customer can then be found at the till by their card number, mobile number, PAN or name (Walk-in, named and new customers). Making them Inactive switches loyalty off for them.

Adjust points by hand

Loyalty > the tab Loyalty Adjustment records points adjusted outside a sale, for example points used in another way or a correction. An adjustment counts as adjusted (spent) points: it lowers the customer's balance in the report.

  1. Press Add
    Where
    Add Loyalty Adjustment
    What changes
    The form has Adjustment voucher (made for you), Adjustment date, the Customer, Adjustment point and Adjustment amount.
  2. Fill and save
    Where
    Save
    What changes
    "Loyalty adjustment saved successfully". The adjustment is listed with its voucher number.

The points report

Customer loyalty point report (a tab of the loyalty screen, and in the reports menu) shows each customer's Loyalty collection (points earned), Adjusted point (points spent or adjusted) and Balance. Choose the Report type: a summary per customer, or a detail by voucher number; there are also versions by project or business unit. It can be exported.

Common questions

A customer's card number is wrong.

Edit it in Customer Mapping. The old number stops working at the till.

I adjusted a customer's points by hand but the till still shows the old balance.

The adjustment changes the report only. Do not rely on the adjustment at the till.

Where do I see all points earned this month?

In Customer loyalty point report, with the date range in the filters.

Where does a new customer's starting balance come from?

From Initial bonus loyalty point in Configuration: a customer registered at the till gets it as their starting balance, together with a card number.

What does Inactive do on Customer Mapping?

It switches loyalty off for that customer. Set their Status back to Active to use loyalty again.

Related guides

Loyalty policy: how customers earn points A policy says how many points a customer earns for each amount spent, between two dates. Points are earned on the whole bill… Spend points on a bill: the loyalty adjustment policy A spending policy says how many points make how many rupees of discount. At the till the cashier presses Loyalty discount card… Walk-in, named and new customers A bill without a customer goes to the shop's walk-in account. Choose a customer to put the sale in a name, earn and spend loyalty… Configuration settings the till uses A short list of Configuration settings decides how the till behaves: what is required before it opens, how it rounds, who may… Problems by symptom What to check, in order, for the problems shops report most: the till, products, totals, payment, printing, receipts in…