Customers’ points

This is the first tab you find when you go to YITH > Points and Rewards and here you can check your customers’ points at any time and edit their balance.

You’ll see a list of all customers who have collected points so far and their points balance. Next to each customer, you’ll find a button to reset points to zero and a button to see the details.

Customers'-points-tab

If you click on View History, you’ll be able to:

  1. Reset points
  2. Ban the user
  3. Update points
  4. See points history

Resetting points and banning users

In the first box you’ll see two buttons: Reset points will let you reset the customer’s balance to zero. Just click on it, if you want to do this.

If you click on Ban the user, the user will no longer be able to earn points, neither when he/she submits new orders, nor on specific occurrences (extra points). You will, however, be able to update their points manually.

Customer-history

To reset points to multiple users or ban more users at the same time, you can:

  • either use the Bulk Actions available in the list of users
    Bulk_actions_in_Customer_points_tab
  • or do that from the Bulk Actions tab. Please, refer to this page for more details.

Updating customers’ points manually

In the following box, in fact, you will be able to add or remove points from the customer’s balance.

Enter a positive number to add new points and negative numbers (with a minus sign before) to remove points.

Remove points

You can also add a description, so you can easily remember why those points have been added or removed. It will appear in the history below, together with all other actions on points.

Admin-update

The same description will be visible to the customer on the frontend, on My Account page (make sure the option Show points on “My Account” page is enabled).

Please, note: to update points of multiple users at the same time, you can:

  • either use the Bulk Actions available in the list of users
  • or do that from the Bulk Actions tab. Please, refer to this page for more details.

Points History

The history includes any action through which customers earn points. It can be:

  1. a purchase, and in that case you’ll see a reference to the Order No. on the same line
  2. extra points earned automatically. See the Extra points tab for more information about this.
  3. Admin actions: this appears whenever the admin adds or removes points manually from the customer’s balance.