Overview
Loyalty is not only a setup topic. Users also need to know how it behaves while they are building a real transaction.
Where To Find It
Path: Transaction loyalty dialogs
Use the apply-loyalty workflow when a transaction should make use of the business loyalty logic during entry.
How It Works
QBM provides loyalty-support dialogs inside relevant transaction flows so the user can identify, check, or apply loyalty-related logic before final save.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Customer loyalty check | Confirms the right member or loyalty context for the transaction. | Use it when loyalty depends on the correct customer being identified. |
| Transaction impact | Applies the loyalty result inside the live document flow. | Use it when loyalty must affect the actual transaction outcome. |
| Operational control | Keeps loyalty use inside a guided process rather than informal manual handling. | Use it when the business wants consistency. |
Recommended Workflow
- Open the transaction and identify the correct customer or loyalty member.
- Use the loyalty-support dialog to confirm eligibility or benefit application.
- Review the transaction after loyalty is applied.
- Save only after the user is confident the result is correct.
Best Practice
- Confirm the right customer before applying loyalty.
- Use the loyalty flow consistently so benefits are not applied randomly.
- Escalate special cases rather than improvising around loyalty rules.