...
| Panel |
|---|
| This functions to register new membership card for new customers. |
.png?version=1&modificationDate=1480486706123&cacheVersion=1&api=v2&width=800)
.png?version=1&modificationDate=1480486738011&cacheVersion=1&api=v2&width=800)
.png?version=1&modificationDate=1480486795641&cacheVersion=1&api=v2&width=800)
The membership card can be assigned to the customer as in:
...
6)For the details with Drop Down List, the details can be added in the configuration.
7)Before operating the membership program in your company,it is advised to set all the configuration and permissions. Advised not to change the configurations and permissions after a few customers are registered as membership. Unless, the company is changing the membership program policy.
Purpose to key-in the details.
- For instance, the customer's details can be search by Name, Membership Card and I.C. number. Therefore, these details are important to key-in. However, the other details can be configured to be compulsory.
- To configure the create membership module, go to the following navigation, Control Panel > EMP Configuration > Customer. Click on the tab Membership Program.
Before operating the membership program in your company,it is advised to set all the configuration and permissions. Advised not to change the configurations and permissions after a few customers are registered as membership. Unless, the company is changing the membership program policy. STEPS
- Select a Branch from the drop down list, click 'Set Branch'.
- The Account Info will be generated by the system.
- Enter the Assigned Card Number, Card Valid Date and Salesman. The default Card Valid Date will be 1 year from the current date.
- Fill in the customer's personal information.
:- The drop down list in the Other Details record is configured in Distribution > Maintenance > Drop Down List.
:- The drop down list in the Phone record is configured in System Admin > EMP Configurations > Customer. - Click 'Set Details'.
...