Menu Path: Control Panel > System Admin > EMP Configurations > Customer
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The Configuration is the most significant step that is required to be carried out before proceeding to any transactions in the new modules. Similarly, for Membership Module, it is advised that the company's management execute the correct and preferred configurations for the Membership Module. After the configurations have been determined and set, it is recommended to refrain from changing the configurations in future after any transactions related to Membership has been performed. This is to avoid the report generated to contain inconsistent information or data. |
The following is the main interface for configuration.
Click on the tab for Membership Program.
- The tick option is needed to be ticked AND
- Submit button is needed to be clicked for changes to take place.
- Below shown all other fields that can be found within the Configuration page that needs to be keyed and selected accordingly.
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- The error message as shown in the image below will be displayed on the screen if user try to access the Membership Module but it has not been enabled.
- This Module is a loyalty module and therefore in event you wish to use please contact Wavelet Finance Team
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| title | MEMBERSHIP STATEMENT |
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| title | Card Validity Period |
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| EMP system auto-sets this field to be in 12 which indicates 12 months (1 year period). Therefore, when creating member card, the Valid From date will be auto-set as in current date (today's date) and the Valid To date will be auto-set to 1 year after. |
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| title | Card Validity Option |
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| - This field appears in the form of radio buttons, whereby users can choose the card validity to be either To the Date or To End of the Month.
- If users opt for to the date, the EMP system auto-sets the Valid To date to be 1 year (12 months) after the Valid From date (current date). Example, Valid From date is 2017-01-16, therefore, the Valid To date will be defaulted to 2018-01-15 (1 year after).
- If users opt for to end of the month, the EMP system auto-sets the Valid To date to be end of the month after 1 year. Example, Valid From date (current date) is 2017-01-16, therefore, the Valid To date will be defaulted to 2018-01-31 (end of the month; after 1 year).
- Note: However, if users manually change the Valid From date, EMP system will not auto-change the Valid To date to be in 1 year period. Users need to also change manually for the Valid To date to be 1 year after (if required).
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- Click on “Enabled Invoice Checking (Create New)” and key in Item Code that
represent membership fee creation → make sure the Item code is EXIST and the item code is should be "SERVICE" Type - Click on “Submit”
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- System read the ITEM CODE under transactions which configured under "Card Validity Options"
NOTES: - System will give error if Invoice does not contain item code that represent "member fee" or invoice # is used
- It is VERY IMPORTANT to note that INVOICE # CAN ONLY be used ONCE. If such situation arose, user is advised to create a new invoice and cancel the old invoice before proceed to creating a new member.
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| title | Enable Redemption to be used by customers Method of Payment (GCT only) |
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| title | Enable GCT Applet in FSCS for loyalty transaction |
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| title | Enable decimal loyalty point |
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| Users may opt for this field to enable decimal format of membership points, for instance, 1.1, 15.3, 32.5 and et cetera. |
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| title | Assign IC/Passport No. to Card No. |
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- This is preferred by most users as this enables convenient retrieving process in case the customer are unable to recall any information in the Membership Card details.
- This function auto-assigns the Member Card number once the IC Number is keyed in during the membership registration (Create Member Card)
. Refer Create Member Card for User Manual Guide.- Click Enable and Submit to active it
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| title | Use IC/Passport No. to Generate Date of Birth (Malaysia IC only) |
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| - This function auto-generates the Birth Date once the IC number is keyed in during member card registration (Create Member Card)
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- Key In IC number and press Enter
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| title | IC/Passport No. Validation |
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- which means Key in 9 Numbers with 12 length characters
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| title | Member Card expired after Valid to Date |
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- Click Enable to detect the Member Card that has already expired or exceeded the Valid To date
, therefore, further transactions - and click Submit
- Transactions cannot be proceeded using the Member Card
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- This function allows users to select the fields to be compulsory for the Members to fill in during registration (Create Member Card)
.- Choose the compulsory fields and click Submit
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| title | Rounding Points by Item Category |
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| title | Disable Clear Items on Set Member Card |
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