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| After creating a membership card, the customer may need to renew on annual basis (depends on the company's renewing policy). Therefore, this function can be used to renew the existing membership cards. |
#Screen shot of EMP function page
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There is only one way to search for the Member's Name, which is by Member Card No.
Therefore, the
- The card number should be typed correctly to search for the customer.
- If the user is unable to recall the card number, user can search the card number by navigating to Customer > Membership Program > Member Card > Search Search Member Card
- The form will appear similar to Create Membership and the Valid From date will be automated to the next date (following year date) from the previous Valid To date.
- User may change the date manually if preferred.
- The customer's details also can be edited in this page.
- Upon renewing, scroll down and click on the button "Renew".
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#Step by step operation guide
Tips
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Related Permission & Configuration
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Step by step Configuration Guide
- Click on Control Panel > System Admin > EMP Configurations > Other Modules > Loyalty
- Key in 12 (Months) in the 'Card Validity Period'
- Click on 'Enabled Invoice Checking (Create New)' and key in Item Code that represent membership fee creation
- Click on 'Enabled Invoice Checking (Renewal)' and key in Item Code that represent membership fee renewal
- Click on “Submit” button
Note: Item Code that represent membership fee is created using normal add item code procedures, the Item Code should be a 'Service' type and NOT 'Inventory' type.
Related WIKI Pages
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