Answer
Open Customer Points, find the customer, review the current balance and recent movement, then open the points ledger if you need transaction-level detail.
Before you start
- Use the correct customer profile to avoid mixing loyalty balances.
- Know whether the customer wants a simple balance check or a full points history.
- Confirm whether the points will be used in POS, returned or only reviewed.
Step-by-step guide
- Open Customer Points and search for the customer by name, code or contact detail.
- Review the current available points and the recent movement summary.
- Open Customer Points Ledger if the customer wants to know how the balance changed over time.
- Use the confirmed balance when proceeding with POS or return workflows.
How to confirm it worked
- The points balance belongs to the correct customer profile.
- Recent additions or deductions are visible in the ledger when needed.
- The balance used in POS matches the balance you just reviewed.
Common mistakes
- Looking at the wrong customer record.
- Using points without confirming the latest balance after a recent return or sale.
- Explaining a points change without opening the ledger history.
Do this in Cellivo
Open the live Cellivo screen in the next tab while keeping this answer open here.
More answers
How do I create a return for a sold item?
Open Create Return, locate the original sale or item context, choose the correct return method and refund handling, then save the return and review it in the returns list.
How do I send returned stock back to a supplier?
Use Supplier Return Dispatch after the return decision is approved, select the items going back, confirm the supplier-side value, then save the dispatch record.