Adjust Points

Adjust Points

Who can do this

Managers or roles with permission to Load/Redeem Points on a customer profile. (Permission: Select customer → Load/Redeem Points.)

Where this happens

Tabit Office → Loyalty → Customers → Customers → open a customer. Actions live on the customer record (Transactions/Rewards tabs & actions).

How to credit or debit points (manual adjustment)

1. Open the guest profile.

2. Select Load/Redeem Points.

3. Enter Amount and optional Reason/Note (for audit clarity).

4. Save to post the adjustment.
   (These controls are on the customer profile per the permissions map.)

Guardrails that affect redemption (good to know)

• Minimum transaction to redeem (if set) controls when guests can use rewards. Loyalty → Settings → System → Rewards setup.

• Max manual rewards per order caps how many manual rewards can be applied on a check. Loyalty → Settings → System → Rewards setup.

Audit & reporting

• Review staff adjustments/redemptions in Loyalty → Reports → Manual Actions and related redemption reports.

Tips

• If points aren’t accruing as expected, check Points setup rules (e.g., excluded payment providers, “earn on discounted orders”). Loyalty → Settings → System → Points setup.

Related Help Articles

Configuring Loyalty Permissions

System Settings for Tabit Loyalty

Importing Customers to Tabit Loyalty

Importing Files to Tabit Loyalty

Taking Gift Card Payments on the PAD

Redeeming a Gift Card in Tabit Order

Gift Card Transactions Summary in the Daily Summary Report

Gift Card Reports: An Overview