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Gracia Surialim

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This functions to register new membership card for new customers.

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#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. Either to be I.C. automated or Numbers displayed on the card. This is to ease your identification and search purposes for customers.

In the function page, the compulsory details can be configured.

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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

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The Birth Date can also be automated from the I.C. number by setting the configuration. 

For the details with Drop Down List, the details can be added in the configuration. 

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.   

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  • Select Card Type → refer to Drop Down List under "card type" category

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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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  • Key in Address → if any


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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


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 customers → refer to EMP Configuration - Customer
  • The Birth Date can also be automated from the I.C. number by setting the 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. 

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