- EBMS Knowledge Base
- Sales
- Gift Cards and Loyalty Cards
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Client Resources
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EBMS Main Documentation
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Sales
- Customers
- Proposals
- Proposal Sets and Templates
- Sales Orders
- Sales Invoices
- Materials Lists
- Sales and Use Tax
- TaxJar
- Recurring Billing
- Customer Credits
- Customer Payments
- Card Processing and Koble Payments
- Gift Cards and Loyalty Cards
- Verifone Gateway and Point Devices
- Freight and Shipping
- General Ledger Transactions for Sales
- Point of Sale and XPress POS
- Point of Sale Hardware
- Salesperson Commissions
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Inventory
- Product Catalog
- Using Product Codes for No Count Items
- Product Pricing
- Special Pricing
- Tracking Inventory Counts
- Unit of Measure (UOM)
- Purchasing Stock
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes and Inventory Scanners
- Components, Accessories, and Bill of Materials
- Component Formula Tool
- Made to Order Kitting (MTO)
- Configure to Order Kitting (CTO)
- Multiple Locations: Warehouses, Divisions, Departments
- Sync Product Catalogs between Companies
- Vendor Catalogs
- Serialized Items
- Lots
- Product Attributes
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Expenses
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Labor
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Financials
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Tasks and Work Orders
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Job Costing
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Manufacturing
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Rental
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Apps
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E-commerce
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EBMS Automotive
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EBMS Horticulture
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EBMS Metal Supply
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EBMS Fuel Sales
Changing a Loyalty Card Number
The following documentation gives instruction on how to modify a loyalty card that has already been activated. This step would be used to change the card number associated with a customer account in the event of a lost card or an activation mistake. Review the Configuring a Customer Record to Use a Loyalty Card section for more details on activating a loyalty card.
Note: Only one loyalty card number can be associated with a customer account record.
To change the loyalty card number associated with a customer account complete the following steps:
- From the main EBMS menu, open the existing customer list by navigating to Sales > Customers. Browse to the customer ID associated with the loyalty card you wish to change and double-click to open the customer record.
- Select the Terms tab and find the View Cards section.
- Click the Loyalty button to open the loyalty card dialog, as shown below.
- Enter the new loyalty Card Number.
- Click Activate, then Save & Close to activate the new loyalty card number.