Benefits can be earned through membership or they can be assigned manually to existing customers.
To manually add a benefit to a customer:
1.Open Customer Services from the Desktop.
The Customer|Search page appears.
2.Search for and select the customer you want to add a benefit to.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.
3.Select Benefits from the Entitlements tab.
The Customer|Entitlements|Benefits page appears.
4.Click '+ Add Benefit'.
A new section displays, and Ad Hoc appears in the 'Membership' column to indicate that the benefit was added manually.
5.Complete the following:
▪Benefit Name: Select the benefit that you want to assign to the customer.
▪Benefit Description: Optionally, enter a description for the ad hoc addition of the benefit.
▪Start Date: The start date of the benefit. If you leave this field blank, the current date is automatically entered.
Click  to select a date.
▪Valid Until Date: The date that benefit is valid until.
If this field is left blank, it will be set to the 'Valid Until' date configured when the benefit was created or last modified. If a benefit was earned through a membership, the benefit’s 'Valid Until Date' is independent of the membership’s 'End Date' or 'Expiry Date'.
Click to select a date.
6.Click 'Apply'.
A window confirms that the customer was updated.
7.Click 'OK'.
Two read-only fields appear:
▪Assigned Date: Displays the date the benefit was earned or assigned.
▪Financial Value: Displays the financial value assigned to the benefit at the time the benefit was added to the customer. If the 'Financial Value' on the benefit is empty, this label will not appear.
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