Industrias Creativas

The system processes your adjustment, and changes the ‘Total Plan Credit’ text box to the new adjusted amount. The amount of the bonus plan adjustment appears in the ‘Adjustment Amount’

text box. After making an adjustment, your name appears in the ‘Adjusted By’ text box.

Show Stored Value Transactions

If you are using Stored Value, you can also view Stored Value history and obtain the balances on Stored Values. However, there are a few differences on how the data displays when you elect to view Stored Value transactions, which are outlined in the Show Stored Value Transaction table. Transactions specific to Stored Value also appear in the Member List box if the transaction occurred prior to using Loyalty.

Only Stored Values that support both Loyalty and gift card transactions enable the ‘Show Stored Value Transactions’ option. When you click it disables the ‘Show Stored Value Transactions’

option.

Figure 43 represents the Lookup Member History wizard with ‘Show Stored Value Transactions’ selected.

The following table indicates the fields that display when you select ‘Show Stored Value Transactions’, and the fields they replace.

Show Stored Value Transactions — Indicates you want to view Stored Value transaction history on Loy-alty cards that support Stored Value.

Current Balance — Displays the card balance for the Loyalty card number entered in the ‘Card Number’

text box. ‘Current Balance’ is read-only and reflects the latest transactions that have synchronized with the master database.

Type — Indicates whether the transaction was an Stored Value transaction or a Loyalty transaction. Trans-actions that include both Stored Value and Loyalty transTrans-actions on the same check indicate as such. Stored Value transactions display with the name of the card.

Activity — Lists the type of Stored Value transaction that occurred. The following types of transactions are reported:

Card Expired — Indicates the card has expired.

Figure 43 Show Stored Value Transactions Selected

‘Show Stored Value Transactions’ Selected ‘Show Stored Value Transactions’ Not Selected

Current Balance Available only when you select ‘Show Stored Value Transactions.’

Type Replaces ‘Bonus Plan.’

Activity Replaces ‘Reward.’

Stored Value Amount Replaces ‘Credit Earned.’

Stored Value Adjust (only available when you select

‘Show Stored Value Transactions.’)

Not applicable.

Purchase — Amount applied to the Stored Value at the time of purchase.

Add Value — Amount added to the Stored Value. This transaction type appears if the Stored Value allows an ‘add value’ type of transaction. For more information on add value transactions, refer to Card Type Tab in the Card Setup wizard.

Redemption — Amount applied as a payment to a guest check.

Cash Back — Amount of cash back given to the customer for card types configured to provide change back to the guest as cash.

Unused Balance — Amount not used on the Stored Value for card types configured to not adjust the balance or provide change in cash.

Service Charge — Amount subtracted from the value of the Stored Value because of inactivity.

Void Purchase — Voided gift card transactions when the customer was purchasing an Stored Value.

Void Add Value — Voided transactions that occurred while adding value to the gift card.

Void Redemption — Voided transactions that occurred when the customer redeemed the gift card.

Void Cash Back — Voided transactions that are set up to give cash back.

Void Unused Balance — Voided transactions that are set up not to adjust the balance of the gift card or give cash back.

Balance Adjustment — Amount adjusted manually through the Stored Value Balance Adjust-ment Utility.

Stored Value Amount — Lists the dollar amount of the transaction. Parenthesis around a value indicate a negative amount. For example, (5.00).

The ‘Credit Earned’ column is always blank for Stored Value transactions.

Stored Value Adjust

Click to display the GC Adjust utility. Adjustments made in the GC Adjust utility do not reflect in the Aloha Loyalty Card Lookup wizard until you close the GC Adjust utility.

To view Stored Value transactions:

1. Select Hosted Solutions Group > Aloha Loyalty Card Lookup wizard.

2. Select the type of card you are looking up in the ‘Card Type’ drop-down list.

3. Type the last nine digits of the card you want to look up in the ‘Card Number’ text box. You do not have to type the five-digit prefix in the text box. If the last nine digits have leading zeroes, you do not have to type the leading zeroes in the text box. For example, if the last nine digits are 000000123, you only need to type ‘123’ in the ‘Card Number’ text box.

4. Click View to view the history associated with the card number in the Member History list box.

5. Select Show Stored Value Transactions. To make Stored Value adjustments, click . Refer to Stored Value Adjustment Utility online help, for more information. Refer to Show Stored Value Transactions, for a list of changes in the Member History list box. This is only available to companies using Stored Value where the card supports both Loyalty and Stored Value.

Print Member History

Click to print the member history to your local printer. The printed report looks identical to what you see on-screen; however, the printed report uses ‘Card Name Member History’ as the report title and this heading is not visible on-screen. Card name equals the card type you selected in the ‘Card Type’ drop-down list. If the member did not provide a name, “Valued Member” displays in place of the actual name of the member.

To print the member history:

1. Select Hosted Solutions Group > Aloha Loyalty Card Lookup wizard.

2. Select the type of card you are looking up in the ‘Card Type’ drop-down list.

3. Type the last nine digits of the card you want to look up in the ‘Card Number’ text box. You do not have to type the five-digit prefix in the text box. If the last nine digits have leading zeroes, you do not have to type the leading zeroes in the text box. For example, if the last nine digits are 000000123, you only need to type ‘123’ in the ‘Card Number’ text box.

4. Click View to view the history associated with the card number in the Member History list box.

5. Click to print the member history to your local printer.