Difficulty Level - Expert Impact - Organization Level

Loyalty Cards lets you manage the loyalty cards sold by your organization. Payments received through sales of loyalty cards are included in Rebates.

To access Loyalty Cards settings:

  1. Click on on the quick links bar from any page.

  2. In the Settings window:

    Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.

    1. Select Financial from the Filter drop-down list.

    2. Click on Loyalty Cards from the List box in the left pane.

The following information is displayed on the settings page:

  • Description: The name of the loyalty card.

  • Status: Active indicates that the loyalty card is presently included in the Loyalty Card drop-down list when creating or editing a rebate category in Rebate Categories, while Inactive indicates that it's not.

Related CLEARVIEW Pages

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.