Configuring Adjustment Reasons for Account Credit
In order to maintain consistency and clarity when adjusting customer credits, you can set up and manage adjustment reasons directly within the Settings section of Admin. This allows you to create specific reasons that can be selected when adding or removing credits from a customer’s profile, helping ensure uniformity and accountability.
Here's how:
- Log in to Admin.
- Navigate to Settings.
- Select Marketing.
- Click on Loyalty Policy.
- Scroll down to Points Adjustment Reasons.
- Click Add Reason or Pencil Icon
to edit existing adjustment reason.
Using adjustment reasons helps maintain transparency in customer transactions and ensures that every point or credit change is documented with a specific rationale. This can improve customer satisfaction and reduce disputes over or account credits.
If you have any further questions or need assistance with setting up adjustment reasons, feel free to reach out to our support team.
Need more help? Send us an email at support@getprado.com and we'll be happy to assist you!
