Skip to main content

Points summary for an order

See exactly how an order earned the points it did, item by item, and what to change if the number is wrong.

Written by Jason Leader

In this article:


Overview

The points summary explains why an order earned the points it did, item by item. It is available for any order that earned points through your Make a purchase rule, and for orders placed before your program launched, where it explains why nothing was awarded.

Where no summary is available, the order number appears as plain text rather than a link, with an information icon saying so.


What the summary shows

The left-hand side covers the order as a whole:

  • the points the customer received

  • their tier at the time the order was placed

  • any campaign that applied

  • which modifiers were in effect

  • whether tax is included in the line item price

  • whether points are awarded for tax and for gift card payments

The right-hand side lists the line items with their quantities and costs, each with a points adjustments section showing how its points were worked out. Beneath the items you will see:

  • Points earned and Points refunded, when part of the order has been refunded

  • Subtotal, the exact total before rounding

  • Rounding, the adjustment to the nearest whole point, carrying a + when it rounds up

  • Points awarded, the final figure

Line items removed from the order appear in their own Removed section underneath. If an order was voided, declined, or placed before your program launched, the summary says so in place of the item breakdown.

In the example above, the antique drawers cost £250. The customer is in the S tier and earns 2 points per £1, so the item is worth 500 points at its base. A 0.5x modifier brings that to 250, and 41.67 points of tax are subtracted, leaving 208.33 for that item.

Customers cannot hold fractional points, so the order total is rounded to the nearest whole point, 208 here. Anything from half a point up rounds up.


Where to find it

Open the customer’s page, then click either the points figure in the Timeline table or the order number in the Orders table.


Changing how points are awarded

Almost everything the summary shows comes from your Make a purchase rule, including whether points are awarded on tax. To vary the rate for particular products, collections or customers, use a points modifier.

Did this answer your question?