This article will cover how to redeem rewards for a customer in TCS once they have been enrolled in rewards, or if they were an existing rewards customer, their profile has been rematched in TCS.
Viewing Rewards
Step 1
From an open work order that has not been finalized, at the bottom right, you'll find a Loyalty Rewards button. A yellow icon represents a customer who is not a rewards member. If that is the case, please refer to this article to enroll the customer. If the icon is green, this represents a Registered Rewards Customer. Click the icon.
Step 2
From the rewards window, click on the Balances tab to view the customer's available rewards.
Redeeming Rewards
Select the reward you'd like to apply to the work order, then select Redeem in the bottom right corner. The bonus, point reward, or promotion will be automatically added to the open work order.
Note: Do not click Redeem Gift Card
Viewing Rewards on an Invoice
Any rewards used will now be listed on the invoice. Once the invoice is finalized, the rewards are removed from the customer's rewards account.