Lending Points to a Member

After the member’s maximum loan limit has been approved, the member service representative uses the Loans view to create the loan.

To lend points to a member

1. Navigate to the Loyalty Members screen.

2. In the Members list, select the member and click its Member Number (#) hyperlink.

3. Click the Loans view tab.

4. Add a new record to the Loans list, and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Type	Select Accrual (automatically populated).
   Sub Type	Select Loan (automatically populated).
   Product/Service	Select the product that was created to represent the loan. This must be a product with the name Loan or a similar name.
   Points	Enter the number of points to be loaned.
   Point Type	Select the point type.
   Submit To	Select the manager who must approve this request. By default, this field contains the name of the member service representative’s manager. The member service representative can change this value, if, for example, the manager is on vacation.
   Status	Select Submitted to submit the loan for approval.

5. The manager changes the loan transaction's status to Acceptable and clicks the Process button.

   The member's available points balance is increased by the loan amount.