Supply chain | Supply Chain Management, Commerce

Fidelity points on back office order

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Posted on by Bernard Gregory

Hello Community,

I have a scenario where I need to be able to collect fidelity points on sale orders coming from back office.

The sales order is not linked to a retail channel and as far as I know, I'm not able to use fidelity card on the transaction and then collect points on customer fidelity card.

Is it a way to handle this ?

Thank you!

Gregory

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Bernard Gregory on at

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RE: Fidelity points on back office order

Hello,

I was able to find a solution by using Call center functionality. I've created a "Back office" Call center and loyalty program is applied.

Thanks.
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Bernard Gregory on at

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RE: Fidelity points on back office order

OK thanks Florian.
Mueckeflo on at

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RE: Fidelity points on back office order

Hi Gregory,

You are right - in case you are talking about loyalty points.
They can only be earned if the loyalty program is attached to the channel that is trying to earn them.

More details regarding setting up a loyalty program can be found here:
Loyalty overview - Commerce | Dynamics 365 | Microsoft Docs

I hope this answer helps.

Best regards,
Florian