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.	Start a sale and attach the customer to the order.
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.