How Can We Help?
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Getting Started
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Employees
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Products / Items
- Adding images to items
- How to check Sales/Purchase price history of an Item
- How to create/edit Item Category
- How to assign item location
- Supplier Product Code and its use in AtheaSuite
- How to set minimum order quantity for an Item in AltheaSuite
- How to Create Custom Fields for Items
- Importing Item List
- How to make an Item Inactive
- How to Create Custom Measuring Units
- How to Create a Group Item
- Creating Combo Items
- Linked Combo Group
- How to bulk update item sales price
- How to Check Price and Stock
- How to Add New Item
- How to Create Non-Inventory Item
- How to Use Bulk Updater
- How to Create and Add Item Attributes
- How to Break Group Items into Child Items
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Customers
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Quotations
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Order Management
- Create a Custom Order Status
- Check stock availability for an Order
- Create a new Order
- How to create a Backorder
- How to create a Drop Shipping for Backorder
- Converting an Order to a Sales Invoice
- Converting an Order to a Dispatch
- How to create a Packing Invoice
- Consolidated Item View for Orders
- Managing Deposit in Orders
- Change Payment Mode of Received Deposit in Order
- Create Sales Return for Invoiced Orders
- Create Sales Return for non Invoiced Orders
- How to Create an Exchange in Orders
- How to Schedule Multiple Quantities of Items in Orders
- How to Check Attribute Stock when Creating an Order
- How to Create Contractor Orders
- How to Return Deposit to a Customer
- How to Apply Link Combo to Orders
- Cancel an Order with a Deposit
- Order Workflow
- How to Schedule Delivery and Deliver Orders
- How to Modify Schedule Delivery Date
- How to Add a Group Item to an Order
- How to Modify Orders
- Requested Delivery Date in Orders
- Managing Warranties for Multiple Item Quantities in Orders
- Apply Warranty in Orders
- Create an Order with Multiple Serialized Items
- Attach and Detach Order Items to Purchase Orders
- How to Use Switch Order Item in AltheaSuite
- How to Create an Invoice for Take With Items
- Order Staging
- Customer Pickup Schedule
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Sales
- How to perform a sale in AltheaSuite
- How to change price of a product during billing
- How to edit paid Invoice in AltheaSuite
- How to put a Sales Invoice on Hold
- How to create a credit sale
- How to create Invoice Custom Fields
- How to give Manual Discount in Invoice
- Creating Invoice with Multiple Payment Modes
- How to create a new Payment Mode
- How to change saved Sales Invoice Date
- How to create a Sales Invoice using Store Credit
- How to search for all Web Orders
- How to change saved Sales Return Date
- How to add notes to Items while Invoicing
- Changing Cash Register while Invoicing
- How to put a Sales Return on Hold
- How to create a Price List and assigning to customer group
- How to create a Sales Invoice using Customer Deposit/Advance
- How to Capture Customer Signature on Invoice
- How to mark the invoiced items as Delivered
- How to add the footfall count of your customers
- Receive Deposit/Advance from Customer
- How To Perform Sale
- How to set Loyalty Points
- How to Redeem Loyalty Points
- How to Enroll a Customer for Loyalty Points
- How to Define Penalty
- How to Collect Penalty Payments from Customers
- How to Manage Credit Card Commission
- How to Collect Partial Penalty from a Customer
- Assign Serial Number to Invoice
- Discount Types and Their Calculations - User Guide
- Finance Agency Commission
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- Articles coming soon
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- Articles coming soon
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In House Finances
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Purchases
- How to add/modify a Supplier
- How to create a Purchase Order
- How to create a Purchase Return
- How to create a Purchase from existing Purchase Order
- How to Cancel/Delete a Purchase Order
- How to make a payment to supplier
- How to create PO for BOM Elements?
- How to Hold and Pick a Purchase
- How to Update a Purchase Order
- How to create a Purchase
- How to make payment to Payment Aggregator
- Managing Unload Schedule
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Inventory
- How to transfer Inventory from One Warehouse to Another
- How to dispatch stock
- Adding Opening Stock
- How to dispatch stock of invoiced items
- How to do a Stock Correction for an Item
- How to put a Stock Transfer on Hold
- How to check Awaiting Stock
- How to Upload Stock of Existing Items through Excel
- Receiving Stock
- Custom and Shipping charges in Stock Transfer
- How to Restrict Sales Price Discount for an Item
- How to do Stock Correction of Items through excel upload
- How to check Inventory count
- How to manage Stock in Transit
- How to manage Stock Transfer Request
- How to Check Stock in Stock Manager
- Complete Inventory Correction
- How to do a Stock Transfer
- How to Print Quick Lookup Numbers (QLNs) for Items
- How to create a Serial / SKU Transfer Request
- Transferring Stock QLN items from Multiple Warehouses
- Complete Inventory by Location for Non QLN Items
- Stock Correction for Accurate Inventory Adjustment
- Inventory Correction - QLN/Serial Number status
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- Selling an Item with a Serial Number
- Stock Transfer of an Item with Serial Number
- How To Change Serial Number Of Faulty Item
- How to add opening stock of an item with Serial Number
- Purchase with serial number
- How To Assign Serial Number After Purchase
- How To Reassign Serial Number In Sales Invoice
- Create An Item With Serial Number
- How to Change Serial Number in Invoice
- Inventory Correction - QLN/Serial Number status
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Delivery Management
- How to add delivery driver details in AltheaSuite
- How to define Delivery Area and Delivery Charges
- How to check and Print Pending Orders
- How to Accept and Start a Trip
- How to define Pickup Slot
- How to create a Delivery Invoice
- How to create a Pickup Invoice
- Delivery Schedule on Map
- Modifying Delivery Dates for Delivered Orders
- Customer Pickup Schedule
- Sending Delivery Notifications in AltheaSuite
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Finance Books
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Service Calls
- Manage Loaner
- Manage Document Status and Action Status for the Service Document
- How to create Customer Item Userfields for Service document
- Create Sales Invoice against the Service Document
- Track history of a Service document
- Reschedule Service Call
- How to Create Invoice in Service Call
- How to Create Service Call Document
- Receive Deposit In Service Call
- How to Create A Trip
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Business Intelligence
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Settings
- Configuring Invoice Email Format
- How to add a Printer in AltheaSuite
- Configuring Purchase Order Email Format
- How to change Printing Format of Documents
- Configuring Payment Gateway
- Online Shop
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- AltheaSuite Integration with QuickBooks Online
- AltheaSuite Integration With Hubspot
- AltheaSuite Integration With UPS
- ShipStation Integration
- Shopify Integration
- Integration UPC Item DB and Barcode Lookup
- How to restrict the financial accounts of AltheaSuite for not sending to Quickbooks ?
- How to mark 'Do not send to QB' for multiple financial accounts?
- Send Only Journal Entries from AltheaSuite to QuickBooks Desktop
- Send Product details and Receipts from AltheaSuite to QuickBooks Desktop
- How to map the Financial Account Groups and Sub-accounts in AltheaSuite for QuickBooks
- Best practices for keeping QuickBooks Desktop in sync with AltheaSuite
- Troubleshooting QuickBooks Desktop Errors
- How to setup QuickBooks Web Connector
- Name Template formatting for QuickBooks data sync
- Account Mapping to send Items and Receipts from AltheaSuite to QuickBooks
- QuickBooks Sync with Item details and receipts
- AltheaSuite Integration With UPS
- How to Connect your Email ID to AltheaSuite
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How to Redeem Loyalty Points
How to Redeem Loyalty Points
In AltheaSuite you can convert the loyalty points of a customer to a store credit which can be used by them for future purchases.
Step 1 : Login to your AltheaSuite account.
Step 2 : Navigate to Customers > context menu Redeem Loyalty Points.
Step 3: This will bring the below screen of Redeem Loyalty Points. All the fields will be auto selected.
Current Loyalty Points: This shows the current available loyalty points of the selected customer.
Current Store Credit: This shows the current store credit of the selected customer.
Minimum Loyalty Points To Redeem: This shows the minimum loyalty points after which the customer can redeem the loyalty points.
Number of Loyalty Points For 1 Store Credit: This shows the number of loyalty points to get 1 store credit.
Convert loyalty points into: Enter the number of points you want to convert into store credit. You can convert all the available loyalty points or some of it.
Click Convert.
Step 4: To check the loyalty points transactions, click on the customer context menu ‘View Loyalty Transactions’.
Note: When you redeem loyalty points, an expense account ‘Loyalty Point Expense Account’ will get debited and ‘Store Credit Account’ will get credited.
