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carobbermuda
Level 2

"earn rewards" tick box

Hello.

I have Put in several purchase orders and now see that the items are not ticked "earn rewards". So a lot of work to individually edit and click each one. How do I stop this from happening, please?

Thanks for your help.

Cathy

Solved
Best answer May 11, 2020

Best Answers
MarsStephanieL
QuickBooks Team

"earn rewards" tick box

Hi there, @carobbermuda.

 

The automatic reward is not applied automatically by QuickBooks. It should be ticked manually to enable rewards. Please check the screenshot below to see where you can tick the Earn Rewards option.

 

POS rewards.jpg

 

Once done, you can test it again and if it still doesn't work you can export the items and then import it again, make sure to create a backup file before that.

 

However, if the problem is still there, I suggest contacting QuickBooks POS Support to verify further what has caused this issue.

 

Also, I added this article to help you manage your customers in earning rewards: Manage Point of Sale Customer Rewards.

 

Count me in if you need anything else. I'll be here to help. Stay safe always.

View solution in original post

3 Comments 3
KlentB
QuickBooks Team

"earn rewards" tick box

Hi there, Cathy.

 

I'll share some insights about how rewards work in QuickBooks.

 

Rewards are given to customers based upon their level of spending. There several reasons why the rewards won't automatically reflect on the account as we enter transactions. Please read the pointers that I've listed below:
 

  • Customer is not enrolled to the Rewards Program
  • The sale is outside the Purchase Tracking Period.
  • The Amount of sale doesn't meet the Purchase Threshold.
  • Possible Customer List or Data File Damage.

You'll want to enroll new customers to the rewards program automatically or prompt to enroll non-members when making a sale. This way, you don't need to manually set up each of your customers to the rewards program when entering sales transaction. Here's how to do it:
 

  1. Select Customers from the top menu bar, choose Customer List.
  2. Highlight the customer, then select Edit on the upper right.
  3. Under Rewards, put a check on the Rewards Member checkmark box.
  4. Make sure to check the box under Reward Options
  5. Click Save.

In case, you'll need to track the total rewards available and redeemed, we can go to the Reports menu then select Customers. From there, we'll have to choose Reward History.

 

I'll be right here to continue helping if you have any other concerns or questions about rewards. Have a great rest of the weekend.

 

carobbermuda
Level 2

"earn rewards" tick box

Thank you very much for your reply. I did understand what you're saying but my problem is different.

 

Is the purchase order entry of new items set to automatically have Earn Rewards ticked? Some purchase orders I entered had them all ticked and a couple didnt. I dont know what I might have done to cause this. I did notice that one of the purchase orders had put System as the vendor in all of the items even though the purchase order where I added the new items were all under the vendor name.

So for one purchase order i had to edit every item to change vendor and tick Earn Rewards and the other  just tick earn rewards.

So can you answer please if it is ticked by default and I mustve unticked one so they all unticked... and if you know why the items under purchase order changed to System vendor.

 

Thank you again!

Cathy

MarsStephanieL
QuickBooks Team

"earn rewards" tick box

Hi there, @carobbermuda.

 

The automatic reward is not applied automatically by QuickBooks. It should be ticked manually to enable rewards. Please check the screenshot below to see where you can tick the Earn Rewards option.

 

POS rewards.jpg

 

Once done, you can test it again and if it still doesn't work you can export the items and then import it again, make sure to create a backup file before that.

 

However, if the problem is still there, I suggest contacting QuickBooks POS Support to verify further what has caused this issue.

 

Also, I added this article to help you manage your customers in earning rewards: Manage Point of Sale Customer Rewards.

 

Count me in if you need anything else. I'll be here to help. Stay safe always.

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