154 lines
8.7 KiB
HTML
154 lines
8.7 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Track Customer Rewards</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<object id="hhctrl" classid="clsid:ADB880A6-D8FF-11CF-9377-00AA003B7A11" width="0" height="0" vspace="0" hspace="0" border="0" type="application/x-oleobject"></object>
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<style title="hcp" type="text/css">
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<!--
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img.hcp1 { border:none; }
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table.hcp2 { vertical-align:top; }
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tr.hcp3 { vertical-align:top; }
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td.hcp4 { padding-right:10px;
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ul.hcp5 { list-style:disc; }
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span.hcp6 { font-weight:bold; }
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1">Track Customer Rewards</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a5">How do I? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a> <span style="color: #c0c0c0;">|</span> <a href="cust_rewards_oview.htm">Rewards Program Overview</a></p>
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<div class="droptext" id="POPUP319691346" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="cust_rewards_manager.htm">Set up my rewards program?</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="cust_rewards_modify.htm">Modify my rewards program?</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="../qbpos_recording_sales_and_returns/receipt_redeem_reward.htm">Redeem a reward?</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="cust_rewards_manual.htm">Manually issue or cancel a reward?</a></p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<div style="float: none;">
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<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
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</div>
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<p class="Help-Text">There are several ways to track your reward program, by individual customer or for the program as a whole.</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Individual Customer Rewards <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP320506878" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p class="Help-Text"><img src="../image/reward_custrecord.gif" alt="Customer Rewards Tab" width="420" height="168" border="0" class="hcp1"></p>
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<p class="Help-Text">The Rewards tab of the customer record shows the current reward and program status of the customer.</p>
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<p class="Help-Info-Line">Information and actions available include:</p>
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<ul class="hcp5">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp6">Rewards Member.</span>  <img src="../image/checkbox_icon.gif" alt="" width="12" height="11" border="0" class="hcp1"> Indicates customer status as a member of your program. Select or clear the check box to enroll or remove, respectively, the customer from the program.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp6">Rewards Earned</span>. A listing of <a class="popupspot" href="JavaScript:hhctrl.TextPopup('Reward has been earned, but redemption is temporarily blocked due to program settings.','Arial,10',10,10,00000000,0xc0ffff)" style="color: #008000;">pending</a> and available rewards, with issue and expiration dates. Select <span class="hcp6">Detail</span> to see how and when the reward was earned; or <span class="hcp6">Remove</span> to delete the reward.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp6">Issue New Reward</span>. Use this button to manually give the customer a new reward, which will be added to the Rewards Earned list. When selecting this option, you have the option to reset the customer's current purchase balance to zero.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp6">Participation History</span>. Includes the total of the customer's purchases and rewards redeemed during the tracking period. Select the <span class="hcp6">Print Redemption History</span> link to run a reward report specifically for this customer.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp6">Required Purchases for Next Reward</span>. Purchase amount necessary for customer to earn next reward.</p>
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</li>
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</ul>
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<p> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Work with Rewards Members in Your Customer List <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP320630349" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p class="Help-Text">The Rewards Member column (check box: selected = member) can be added to your customer list to allow quick sorting to display all your rewards members. Once sorted and grouped, you can easily select them for group tasks, such as printing, <a href="../qbpos_basic_procedures/basic_write_letters.htm">writing letters</a>, <a href="../qbposimp/export_datawizard.htm">exporting</a> to Excel, or making <a href="cust_ID_cards.htm">Customer ID cards</a>.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Text"><img src="../image/rewards_custlist.gif" alt="Customer List" width="431" height="99" border="0" class="hcp1"></p>
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<p class="Help-Text"> </p>
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</td>
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</tr>
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</table>
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<p class="Help-Text"> </p>
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</div>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">Reward Program Reports <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP276207285" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p class="Help-Text">Reward reports allow you to view a snapshot of your entire reward program. <a href="../qbpos_reports_and_sales_charts/reports02.htm">Modify</a> the report to add/remove columns, change appearance, or filter the data to fit your needs. Once run, the reports can be viewed, printed, or <a href="../qbpos_reports_and_sales_charts/reports07.htm">exported</a> to Excel.</p>
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<ul class="hcp5">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp6">Rewards Member List.</span> Listing of all members, including the total number of rewards earned, available, and redeemed, and the dollar amount of redeemed rewards.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp6">Reward History.</span> (sample shown). Detailed history, with dates, <a href="cust_mergeduplicates.htm">reason</a>, customer names, amounts, and dates of all rewards earned, pending, available, redeemed, or expired.</p>
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</li>
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</ul>
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<p class="Help-Text"><img src="../image/reward_report_history.gif" alt="Reward History Report" width="417" height="118" border="0" class="hcp1"></p>
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<p class="Help-Text"> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul class="hcp5">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Reward information (other than as <a href="../qbpos_qb_data_exchange/qbfs_salesdiscounts.htm">discounts on sales</a>) is not sent to QuickBooks Desktop financial software.</p>
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</li>
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</ul>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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</body>
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</html>
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