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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. |
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There is only one way to search for the Member's Name, which is by Member Card No.
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- 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".
#Step
Step by step
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Configuration Guide
- Click on Control Panel -‐>System Admin-‐>EMP Configurations-‐>Other Modules-->Loyalty> System Admin > EMP Configurations > Other Modules > Loyalty
- Key in 12 (Months) in the “Card 'Card Validity Period”Period'
- Click on “Enabled 'Enabled Invoice Checking (Create New)” ' and key in Item Code that represent membership fee creation
- Click on “Enabled '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” 'Service' type and NOT “Inventory” 'Inventory' type.
Related WIKI Pages
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