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Members Transactions

Members Transactions

Owned by Jessie Ju (Unlicensed)
Last updated: 2019-Mar-12 by Gracia Surialim

SALES TRANSACTIONS

 Full Screen Cash Sales

  • Key in or Select Membership Number → make sure Member is exist or Create Member Card
  • Key in Item Code 

  • Key in QTY → for NON SERIALIZED Item

or

  • Scan Serial Number → for SERIALIZED Item
  • Key in Price 
  • Click Submit

  • Key in the Payment Method and press Enter
  • Click Confirm and Save to proceed create the sales transactions

NOTES: 

  • Make sure to "Include Rewards" under optional details to give the points

  • Note that CASH (500) customer will not yield any loyalty rewards
 Invoice

  • Key in or Select Membership Number → make sure Member is exist or Create Member Card
  • Key in Item Code 

  • Key in QTY → for NON SERIALIZED Item

or

  • Scan Serial Number → for SERIALIZED Item
  • Key in Price 
  • Click Submit

  • Click Create Invoice

NOTES:

  • Make sure to "Include Rewards" under optional details to give the points

 Cancel Cash Sale / Invoice

  • Key in Invoice Number and click Submit
  • Key in Remarks for Cancellation and click Cancel Cash Sale

REDEMPTION TRANSACTIONS

 Use Voucher to Redem

There are few steps:

 Step 1: Add Item
  • Make sure new item code is added → Add Item

  • Key In Item Code and Item name
  • Chose Serialized options as "Serial Number Support"
  • Chose Type as "Coupon"

  • Key in the Selling Price or Face Value of the Voucher
  • Click Add Now
 Step 2: GRN

  • Select Branch, Supplier and click Submit
  • Key in Either Supplier Invoice, Supplier Do No or Supplier Quotation No and click Save Details
  • Key in Item Code → Voucher Item Code

  • Key in QTY → for NON SERIALIZED Item

  • or

  • Scan Serial Number → for SERIALIZED Item
  • Key in Price 
  • Click Save Changes

  • Click Confirm and Save
 Step 3: Redemption via cash sales

  • Key in or Select Membership Number → make sure Member is exist or Create Member Card
  • Key in Item Code 

  • Key in QTY → for NON SERIALIZED Item

or

  • Scan Serial Number → for SERIALIZED Item
  • Key in Price 
  • Click Submit

  • Key in the Payment Method and press Enter
  • Click Confirm and Save to proceed create the sales transactions

NOTES: 

  • Make sure to "Include Rewards" under optional details to give the points

  • Note that CASH (500) customer will not yield any loyalty rewards


NOTES:

  • If user is not giving any voucher to customer, user may skip step 2. 
  • Refer to Coupon Function for full information

Related WIKI Pages




















3) Performing Cash Sales With Membercards


To perform a cash sale using the loyalty points, the procedure is mostly the same as a regular cash sale:

  • Search for the customer by name or membership account number and select the customer.
  • You will now be able to see how many points the customer has as well as his details.



  • When adding items, you will see the reward point value next to the item code, in the selection popup.


Loyalty Redemption Setup (1).pdf




Related WIKI Pages


Found 5 search result(s) for Membership.

Page: Membership Configuration (Wavelet Management Suite)
2019-Apr-22
Page: Membership Program (Wavelet Management Suite)
2017-Nov-19
Page: Membership Points (Wavelet Management Suite)
2016-Sept-18
Page: Membership Campaign (Wavelet Management Suite)
2016-Sept-18
Page: Membership Statement (Wavelet Management Suite)
2017-Dec-24


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