Moving a Customer's Prior Transactions to a Breeder Program:
Confirm with your manufacturer rep or with the manufacturer directly that they will honor prior purchases on a new breeder program card. Some manufacturers may deny credit on a redemption if they see transactions made prior to the issuance of the customer's breeder number. Others may permit some prior transactions within a certain time range. Make sure you have something in writing stating that you were given permission to do this. We cannot say one way or another whether or not a manufacturer will permit this since it is a case by case basis.
1. Once you are confident that the manufacturer will allow prior purchases on a customer's new breeder card you can look up the customer's account in Checkout. If you have not converted them to a Breeder yet do so now (see above). Now scan the qualifying item they are purchasing. Since they are a Breeder now, Astro will place this purchase onto the Breeder Frequent Buyer Program.
This is easiest to accomplish if the customer is present in your store and purchasing an item that qualifies for the breeder program, but it can also be done if they are absent. To create the Breeder Card use the drop-down filter menus to add an item to their account in checkout. This item will be placed under Today's Purchases and will need to be Removed once you have moved the other purchases to the card it created.
2. Using the Drag & Drop Method
you can now move the green checkmarks from the Standard Frequent Buyer Program to the Breeder Frequent Buyer Program. If the item on the standard card also qualifies for the breeder program you will be able to move it without any trouble. If the item does not qualify for the breeder program it will remain on the standard card. From this point forward all qualifying breeder items purchased by this customer will populate on the breeder card and all non-qualifying breeder items purchased will populate on the standard cards.
Customer no longer wants to participate Breeder programs:
Option 1: If a customer no longer wants to participate in one of the breeder programs that they are registered for you can remove that specific registration by editing their Breeder account under Checkout. Once inside the customer account, click on their name and click on the delete icon next to the appropriate manufacturer and breeder number located next to Breeder ID.
Click Save Breeder Information then click X to return to their Checkout screen. If they had an incomplete breeder program card for the manufacturer you just removed it will be frozen. The purchases can be dragged and dropped from the breeder card to the standard card once a standard card is created during checkout. If the customer is registered for any other manufacturer breeder programs they will still be active.
Option 2: If you wish to convert the customer's status entirely because they will no longer be participating in any breeder programs you can do so by editing their Breeder account while under Checkout. Once inside their account, click on their name and click the grey button which states Convert to Pet Owner Account.
This will freeze all of their open breeder cards under their checkout screen and those purchases will need to be drag and dropped to a standard frequent buyer card once it is created during checkout.