Points Transfers is the full points history for all your members. Use it to check where a member's points came from, and to correct a balance.
1. Read the history
Go to Points Transfers. The newest entries are at the top.
Name shows what created the entry: a staff member's name for a manual adjustment, order.completed for points from a purchase, or customer.created for a welcome bonus.
Action is the kind of movement, such as Grant or Adjust.
Expires at is when those points expire. Points removed by hand have no expiry date.
Tip: Use Filters to narrow the list.
2. Open an entry
Click a row to see which member it belongs to and the note. Issue User means a staff member made it. Event means an incentive did.
3. Add or remove points by hand
Click New Point Transaction.
Search for the Customer.
Set Action to Adjust.
Enter the Amount. A positive number adds points and a negative number removes them.
Choose the Currency and write the reason in Note. The note is required.
Click Save. It is saved straight away, with no confirmation step.
Note: Okya records which staff member made each adjustment, so always write a clear reason.
Tip: To fix a mistake, add a new adjustment for the opposite amount and explain it in the note.
Note: Adjustments change the balance but do not count toward tiers.
Tip: To see one member's history, open them in Customers and choose the Points Transfers tab.