You can use Status field to manage how loyalty transfer is applied.
When status is in Pending, the transaction is not posted to the loyalty card balances till it is marked Completed.
Mark transaction In Review to flag it for the review.
Mark Declined to decline this transfer.
Approving Transfer
If transfer is marked Pending on In Review, it must be approved before the effects are applied to the customer loyalty card.
Navigate to 'omniLoyalty \ Loyalty activity \ Loyalty Transfers' and select drop down menu next to the status and choose Change loyalty transfer status.
Dialog appears with status options, select Completed if you want to complete this transfer and apply to the customer loyalty card.
Reversing Completed Transfer
At anytime you can reverse a transfer. For example, you have a customer who returned the item associated with the purchase and you want to reverse the point the user have earned.
Navigate to 'omniLoyalty \ Loyalty activity \ Loyalty Transfers' and select drop down menu next to the status and choose Change loyalty transfer status.
Dialog appears with status options, select Reversed if you want to reverse the transfer. The offsetting balances will applied to the user loyalty card.
