1. Loyalty Administration Guide
  2. Setting the Maximum Loan That a Member Can Receive

Setting the Maximum Loan That a Member Can Receive

Before you can approve the loan to a member, you must set the value of the maximum loan that the member can receive, and this value must be approved by an employee who is authorized to approve loans of that value. For information on how to specify the maximum loan that an employee can approve, see Adding Employees as Loyalty Users.

To set the maximum loan that a member can receive

  1. Navigate to the Loyalty Members screen.

  2. In the Loyalty Members list, click the Member Number (#) of the desired member.

  3. In the More Info form, in the Max Point Loan field, enter the maximum number of points that can be loaned to this member.

  4. If you are authorized to approve loans of this amount, then in the Max Point Loan Status field, select Approved.

  5. If you are not authorized to approve loans of this amount, then in the Submitted field, select the manager who must approve the loan.