Centara
  • Introduction to Centara
  • Getting started with Centara
    • Software and hardware requirements
    • getCentara.exe
    • Install Centara Server
    • Centara Configuration
      • RDM overview
      • Create organization structure
      • General settings
      • Layouts and visual components
        • Creating layouts
        • Assigning layouts in configuration
        • Populating layouts with components
        • Applying functionalty to buttons
        • UI component reference
      • Hardware
        • OPOS installation
          • Epson OPOS
        • Centara server configuration
      • POS Receipts
        • Receipt parts
        • Receipt Directives
          • Formatting directives
          • General directives
          • Hospitality directives
          • Fiscal Printers directives
          • Tender slip directives
        • Receipt logo
        • Receipt template
          • Special formatting
      • POS operators and permissions
        • Create operators and permissions
      • Tenders
      • Other configuration
        • Customer configuration
        • Cash management
          • Setting up cash management
          • Balance report
        • Suspend / retrieve
        • Search
          • Applying customer search
          • Applying product search
            • Style search
            • Stock search
          • Applying transaction search
        • Custom settings
    • Install Centara POS
      • Alternative database configurations
      • Centara Licensing
    • Features
      • Conditional sub-layouts
      • Out of stock warning
  • User guides
    • POS User Guide
      • Operator sign on / off
      • Layouts
      • Selling products
      • Paying for products
      • Voiding
      • Customers
      • Suspend / retrieve
      • Cash management
    • Discount Offer module
      • Getting started
      • Basic discounts
      • Package deals
      • Seasonal offers
      • Miscellaneous
      • Working with the filters
      • Making changes to the discounts
      • Time restrictions
      • Selectors
      • Layered discounts
      • Audit Log
      • Glossary of Terms
    • Loyalty system
      • System overview
      • Creating organization stucture
      • Working with loyalty data
        • General handling
          • Adding loyalty data
        • Giftcards
          • Adding gift card data
        • Store credit
          • Instrument handling
        • Coupons
          • How to setup alphanumeric offer coupon
      • Connecting Centara to Loyalty
      • View loyalty data on POS
      • Loyalty operations
    • Snippet manager
  • Integrations
    • Sentry.io
    • Acumatica
      • Acumatica installation
      • Acumatica Connector
        • Customer creation
        • Cashier Groups
        • Avalara Configuration
        • Common configuration errors
        • General inquiries
  • Development
    • APIs
      • External orders
      • Item API
      • Loyalty API
        • Gift cards
        • Loyalty cards
        • Store credit
    • GraphQL
    • XVal
      • XVal List comprehensions
      • XVal operators
      • XVal examples
      • XVal usage
      • XVal testing
  • References
    • Data processes
      • XVal Library
      • Data process examples
    • POS macros
  • FAQ
    • Centara Server
      • Installation
      • Maintenance
    • Centara POS
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  1. User guides
  2. Loyalty system
  3. Working with loyalty data
  4. General handling

Adding loyalty data

Loyalty data is in fact instruments that belong to series.

Adding users

Users within the organization must be given access to both the Loyalty group and also the Merchants.

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Last updated 5 years ago

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