Retro Claim an Order

For clients in the restaurant or retail industries, the Orders screen allows you to retroactively associate an anonymous Order with a Member. This process is referred to as a "retro claim," and allows the Member to correctly receive any Metrics that they should have earned from that Order.

Note: Retro claims must take place within thirty days of the Order Date.

You can also retroactively claim an Order from the Member Profile screen. See Retro Claim an Order for more details.

To retroactively claim an Order for a Member:

  1. Select Transactions from the top navigation bar, then select Orders > Orders from the side navigation menu. The Orders screen is displayed.

  1. From the Actions menu, select Retro Claim > Receipt Order. The Retro Claim Wizard pop-up window is displayed.

  1. In the Transaction ID field, enter the Order's Transaction ID.

  2. In the Store field, enter the Order's Store ID.

  3. In the Date field, enter the Order Date.

  4. Click the Search icon. The platform searches for a matching Order. If the platform was unable to find a matching Order, a red X icon is displayed. Check that you entered the search criteria correctly and retry the search. If the platform was able to find a matching Order, a green check mark is displayed.

  5. From the Member drop-down menu, search for and select the desired Member.

  6. Click Verify. A summary of the Order is displayed. If the Order is not correct, click Previous and re-enter the search criteria. If the Order is correct, click Submit Claim.