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| This functions to register new membership card for new customers. |
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- The top part of the page will have a new highlighted field.
- Click 'Create New Member Card Now'.
- A pop up box will ask whether the details entered are correct. Click 'OK'.
- The created member card will be listed in the newly created member card list.
- A customer account will be automatically created by the system for the member card holders. If the customer already has an account, select the Create Member Card option in Edit Customer function, otherwise there will be duplicate account.
The membership card can be assigned to the customer as in:
- Digits displayed on the card (assigned by your company).
- Use the identification Card (I.C.) to automate the Membership Card number.
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.
Related Permission & Configuration:
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NOTES:
- User need to set the membership creation configuration prior customer's registration
- Advisable to consistently set the configuration. Either to be I.C. automated or Numbers displayed on the card. This is to ease your identification and search purposes for
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- customers → refer to EMP Configuration - Customer
- The Birth Date can also be automated from the I.C. number by setting the
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- configuration → refer to EMP Configuration - Customer
- 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.
Related WIKI Pages
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