On occasion we will receive calls that a Fleet customer is showing up as a Retail customer and receiving points at the retail level. This is a very common issue. What happens in most cases is that your point of sale system is defaulted to the Retail level, so any time you enter a new customer who is not retail, you would need to manually change that level to Fleet. As busy as the sales teams are, this can easily be missed. However, once you sign up a customer on the Rewards program you can only change that Retail/Fleet setting in the BayIQ terminal window, not within your point of sale system. The purpose of this How To is to show you how to make that correction.
From your BayIQ dashboard, go to the Shop Tools tab and select Terminal.
Now click on your location name. This brings up a new window where you can search for the customer by email address, last name, phone number or rewards number.
Once you have entered the customer information and click GO!, it will bring up the customer list where you can then select the correct customer.
Click on the email address to bring up the customer information page. This is what you should see:
Now click on the silhouette of the person (highlighted in yellow above). This will bring up the customers profile. At the bottom of the box you will see an area marked Customer Type. This is where you will select/change which type of customer this is, either Retail, Fleet, or Military. Make the correct change and then hit Save. That’s it, you are done!