Tab Overview - Codes
The Codes feature in Loyalty lets members register product purchases by entering product codes. Using Codes is an alternative to receiving a POS feed from vendors or other POS integrations.
The Codes tab of the Member Profile screen displays a list of Codes that this Member has registered.
The search feature on the Codes tab allows you to search for a specified text string anywhere within the Code Name and Label fields. You can also filter the Codes tab to show only the Codes that were created within a specified date range, or that have a specified status.
To search for a Code:
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Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.
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On the People screen, search for and select the desired Member (see
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Select the Codes tab.
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Optionally, in the Search field, enter the desired text string.
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Optionally, using the two date fields, define a date range by entering a start date and an end date. The platform will filter the search results to show only Product Codes that were created within this date range.
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Optionally, from the Status drop-down menu, select a status value: Approved, Submitted, or Rejected. The default is Any Status.
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Click the Search icon. The screen is refreshed to show only the Product Codes that meet your search criteria. If you entered multiple search criteria, the Product Code must meet ALL criteria.
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To sort the search results, select the desired sort order from the Sort By drop-down menu. The default sort order is by: Created Date.
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Optionally, to remove all search criteria and revert to the default criteria, click the Clear icon.
Within the search results, click the Product Code's name to navigate to the Code Details screen.
