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This functions to register new membership card for new customers. |
#Screen shot of EMP function page
#Step by step operation guide
Tips: 1) The membership card can be assigned to the customer as in: a) Digits displayed on the card (assigned by your company).
b) Use the Identification Card (I.C.) to automate the Membership Card number.
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Related Permission & Configuration
To automate the I.C. number to be assigned as the Membership Card number, the configurations and permission needs to be set prior to the customers' registration for the membership.
It is advised that the configuration set is consistent
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- Select Branch and click Submit
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- The Account Info will be generated by the system
- Enter the Assigned Card Number → refer to EMP Configuration - Customer on Membership Program
- Enter the Card Valid Date → by default is 1 year from the current date. Changing the 'Valid From' date manually, the 'Valid To' will still remain the same as earlier (not 1 year automated). Thus, the 'Valid To' date shall also be changed manually
- Select Salesman
- Key In Customer's Personal Information → refer to EMP Configuration - Customer for compulsory information needed
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- Key In Annual Membership Fee → if any
- Key In Remarks→ if any
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- Key in Other Details Information → if any
- User can configure the Drop Down List to add selection on "Profession", "Education Level", "Nationality" and "Ethnic"
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- Select Member Card Logic → refer to Drop Down List under "Membercard Type" Category
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- Key in Tax Configuration → if any
- Click Create New Member Card Now
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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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In the function page, the compulsory details can be configured.
The date will be default to "TODAY's date (as in 'Valid From') and will be defaulted to 1 year after (as in 'Valid To'). However, after changing the 'Valid From' date manually, the 'Valid To' will still remain the same as earlier (not 1 year automated). Thus, the 'Valid To' date shall also be changed manually.
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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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spacekey | WMS |
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maxLimit | 5 |
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query | xxxMember Card |
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type | page |
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