How do I add customer loyalty points?

Add Customer Loyalty Points (Auto & Manual)
Customers can earn points automatically when a sale closes, or you can add points manually to a customer’s profile. Use the steps below based on your workflow.
Before You Start
•	Make sure loyalty is configured in your facility settings (points per dollar and auto-accrual). See: Set Up Loyalty Point Tracking
1 • Automatically Add Points at Checkout
a.	In the Sales page, search Customer and select New Order next to their name.
b.	Add products and close the sale as usual.
c.	If Auto Add Rewards Points is enabled in Account > Loyalty Information, points are added to the customer automatically when the sale closes, using your Rewards Points to Dollars Spent rate.
2 • Manually Add Points from the Customer Profile
a.	Go to Dispensary → Customer Management.
b.	Search for and click the customer’s name to open their profile.
c.	Click Edit (or Adjust Loyalty Points if shown).
d.	In the Loyalty / Rewards section, enter the number of points to add. (Use a negative number to subtract points if correcting.)
e.	Optionally add a note (e.g., “Welcome bonus” or “Manual correction”). Click Save.
3 • Manually Add Points from the POS (If Available)
a.	On the Sales screen, attach the customer to an order.
b.	Open the customer panel and click Adjust / Add Points (label may vary).
c.	Enter the amount to add and Save. The balance updates immediately.
Tips & Notes
•	Points only accrue when a customer is attached to the sale.
•	Returns or voids may require a manual point adjustment to keep balances accurate.
•	Keep a brief note when manually adjusting points for clear audit history.
Related Article
Set Up Loyalty Point Tracking
✅ That’s it—loyalty points can be added automatically on sale close or manually whenever needed.