Customers & Loyalty
Balance Change Reasons
Record why customer balances and loyalty points are changed, for audits and reporting.
Can't find what you need? Contact Cinchio:
About
Balance change reasons explain why a customer's loyalty points, account balance or gift card balance was changed in Cinchio Back Office.
Change a balance
Choose a reason when you adjust a customer's balance or points.
Recorded
The reason shows in customer audits and reporting.
In payment reporting (optional)
For accounts and gift cards, a transaction can also be created, so the change shows in payment reporting.
Recording adjustments in payment reporting
To create transactions for account and gift card adjustments, set Adjustment Transaction Media on the reason. Your company also needs:
A transaction source
A Customer Balance Adjustments transaction source. Contact the helpdesk to set this up.
An adjustment till
A Customer Balance Adjustment Till, set in company setup.
Ready to start?
Go to the Create tab.
Create
Add a reason for changing customer balances or points.
Steps
1
Start a new reason
Go to Customers & Loyalty > Setup > Balance Change Reasons and select New Balance Change Reason.
2
Fill in the details
Fill in:
A name for the reason.
Whether it's for Customer Account Balance or Customer Loyalty Points.
Optionally, the payment media to record an account reload or redemption against, so it also shows in payment reporting. This needs extra setup.
3
Save
Select Save.
The reason can now be chosen when adjusting a customer's balance or points.
Edit
Change a reason's name or settings.
Changes affect past reports
Editing a reason changes how past adjustments using it are reported. For big changes, archive the reason and create a new one instead.
Steps
1
Open the reason
Go to Customers & Loyalty > Setup > Balance Change Reasons and select Edit against the reason.
2
Make your changes
Change any of:
- Balance Change Reason
- Balance Change Reason Type
- Adjustment Method
- Adjustment Transaction Media
3
Save
Select Save.
The reason is updated.
Search
Find reasons by name or type.
Shown straight away
When you open Customers & Loyalty > Setup > Balance Change Reasons, every reason is listed.
Searching
Use any of these filters in the Search panel at the top, then select Search:
All or part of the reason's name.
Reasons for account balances or loyalty points.
Whether to include archived reasons.
What's shown
The reason's name.
Whether it's for account balances or loyalty points.
Archive
Archive a reason you no longer need. Past reporting isn't affected, and you can restore it.
You have delete rights
If you don't but think you should, find out how to get access.
What do you want to do?
Archive a reason
1
Open the reason
Go to Customers & Loyalty > Setup > Balance Change Reasons and select Edit against the reason.
2
Archive it
Select Delete and confirm.
The reason is archived.
Restore an archived reason
1
Find the reason
Go to Customers & Loyalty > Setup > Balance Change Reasons and search with Show Deleted turned on.
2
Restore it
Select Edit against it, then Undelete and confirm.
The reason is available again.