Loyalty Transactions

The Loyalty Transactions module provides a detailed log of all loyalty-related activities performed by customers, including points earned, redeemed, adjusted, or granted through promotions.
This section allows you to monitor point movements and ensure transparency across your loyalty system.

This section provides tools to:

• View all customer loyalty point transactions.
• Track points earned, redeemed, or adjusted.
• Analyze transaction trends across customers and programs.
• Audit loyalty activity for accuracy and consistency.

Index Page

The Loyalty Transactions Index Page displays a chronological list of all customer point activities with key details such as Customer, Description, Type, Points, Amount, and Created At.

Filters

You can use the following filters to refine your search:

Filter	Description
Customer	Select a customer from the dropdown list.
Type	Filter transactions by type — e.g., Bonus, Redeem, or Adjust.
From / To	Filter transactions created within a specific date range.

Table Columns

Column	Description
Customer	The customer associated with the transaction.
Description	Details describing the event (e.g., redemption, reward creation, bonus points).
Type	The transaction category: Bonus, Redeem, or Adjust.
Points	The number of points added or deducted (negative values indicate redemption).
Amount	The equivalent monetary amount of the transaction, if applicable.
Created At	The date and time when the transaction was recorded.

Transaction Types

Type	Description
Earn	Points earned from purchases, activities, or loyalty promotions.
Redeem	Points spent when customers redeem rewards or gifts.
Adjust	Point adjustments performed by an administrator or system.
Expire	Points automatically deducted after reaching their expiration date.
Bonus	Extra points granted from promotions, campaigns, or special events.

Example Workflow

1. Navigate to Loyalty → Loyalty Transactions.
2. Use filters to view transactions by customer or type.
3. Review each transaction’s description and point movement.
4. Identify bonus rewards, redemption activities, or adjustments.
5. Audit transaction data for loyalty performance insights.