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- help.kilbil.ru
- Центр поддержки kilbil
- Клиенты. Сегментация. Теги
- Как искать клиентов в базе, менять данные клиентов, баланс или сумму покупок
- Аннулирование баланса и суммы покупок
Аннулирование баланса и суммы покупок
- Зайдите в Меню: CRM - Клиенты
- Найдите нужного клиента: по имени/фамилии, номеру телефона, ID или номеру карты (номер телефона указываем через “7” без указания “+”)
- Нажмите Применить
- Отметьте галочкой нужного клиента
- Провалитесь в карточку Клиента
- В Блоке "Баланс и история покупок" нажмите на Аннулировать баланс и сумму покупок
- В открывшемся окне подтвердите операцию обнуления
- Нажмите Аннулировать
Внимание! Это необратимая операция!
После этого:
- Сумма покупок Клиента и баланс бонусов обнулятся
- В истории операций будет отражена ручная операция по аннулированию (ее можно посмотреть во вкладке "Операции" в Карточке Клиента)
Была ли статья полезна?