How to Edit and Manage Reward Points Adjustments in Your Storefront

1. Overview

This guide explains how to effectively manage, edit, and delete reward points adjustments in your storefront using Infigo’s web-to-print platform. Whether you need to correct a mistake, audit changes, or manage permissions, this article provides step-by-step instructions. It also highlights critical scenarios where recalculations are required and points out restrictions that ensure system integrity.

For additional information and detailed tutorials, the Infigo Academy offers extensive resources on a wide variety of topics. Visit the Infigo Academy to search and browse our content.

2. Contents

1. Overview
2. Contents
3. Key Points and Takeaways
4. Key Settings
5. Scenario-Based Guide
   • Scenario 1: How to Edit Reward Points
   • Scenario 2: How to Delete Reward Points
   • Scenario 3: Auditing Reward Points Changes
6. FAQs
7. Alternate Search Terms

3. Key Points and Takeaways

• Editing Reward Points: Adjusting points or messages automatically recalculates subsequent balances. Adjustments related to placed orders are locked.
• Deleting Reward Points: Soft-deleting entries recalculates balances, keeps historical data for deleted entries.
• Auditing: Every action (add, edit, delete) is logged, with timestamps and user details for transparency.
• Permissions Management: A new Admin ACL protects reward points access and ensures that only authorized users can manage them.
• Negative Balances: Balances can go negative, but reward points cannot be used for payment until a positive balance is restored.
• Insights Integration: All adjustments and audit data sync with Insights for reporting.

4. Key Settings

1. Enable Reward Points Management

• Path: Admin Area → Configuration → Settings → Reward Points
• Explanation: Ensure these settings are configured to allow editing and deleting of reward points.

3. Editing Reward Points Per Customer

• Path: Admin Area → Customers > Customer Management > Edit [Any customer] > Reward Points tab
• Explanation: This area is where reward points are applied and tracked within Infigo on a customer level.

5. Scenario-Based Guide

Scenario 1: How to Edit Reward Points

Problem: An incorrect message or points value was added to a customer’s reward points history.
Solution:

1. Navigate to the Customer's Edit page and select the Reward Points tab. (Admin Area → Customers > Customer Management > Edit [Any customer] > Reward Points tab)
2. Click the Edit button next to the reward points entry.
3. Adjust the message or points value:
   • Message Edit: Directly update the text.
   • Points Edit: Changing points recalculates subsequent balances automatically.
4. Save the changes.
   • Note: Edits to points associated with orders are restricted.
5. Verify the updated balances in the reward points history.

Scenario 2: How to Delete Reward Points

Problem: A reward points entry was added incorrectly and needs removal without deleting it from the database.
Solution:

1. Navigate to the Customer's Edit page and select the Reward Points tab. (Admin Area → Customers > Customer Management > Edit [Any customer] > Reward Points tab)
2. Click the Delete button next to the entry.
3. Confirm the deletion. The entry will now appear grayed out.
4. Use the “Show Deleted” checkbox to toggle visibility of deleted entries.
5. Verify subsequent balances have been recalculated.

Note: Reward points adjustments tied to placed orders cannot be deleted.

Scenario 3: Auditing Reward Points Changes

Problem: A store admin needs to track who made changes to reward points and when.
Solution:

1. Open the Reward Points tab in the Customer Edit page.
2. Look for the following audit columns:
   • Created On: Date of the original entry.
   • Updated On: Last modification date.
   • Customer/Creator: Name or API token of the user who made the change.
3. Navigate to the Activity Log to view detailed entries, including the old and new values and recalculation details.

6. FAQs

Q1: Can reward points have a negative balance?
Yes, balances can go negative, but reward points cannot be used for payment until the balance becomes positive again.

Q2: Can reward points for placed orders be edited or deleted?
No, reward points adjustments linked to orders are locked to maintain transactional integrity.

Q3: How do I check recalculated balances after editing?
Recalculations are visible immediately in the Reward Points tab. Ensure all updates reflect correctly after editing or deleting an entry.

Q4: What does soft-deleting a reward points entry mean?
Soft-deleting retains the record in the database by graying it out, with visibility controlled based on the “Show Deleted” filter.

For additional information and detailed tutorials, the Infigo Academy offers extensive resources on a wide variety of topics. Visit the Infigo Academy to search and browse our content.