Create Member Card

Menu Path: Customer > Membership Program > Member Card > Create

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.

Related Permission & Configuration:

1) 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.

2) 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.

3) In the Create Member Card page, you may see the red asterisk, which indicates compulsory fields to fill in. Those compulsory details can be configured as per the company's preference.

4) The date will be default to "TODAY's date (as in 'Valid From') and will be defaulted to 1 year after (as in 'Valid To').
However, after 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. 

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

6)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.   

Before operating the membership program in your company,it is advised to set all the configuration and permissions. 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. 

• Select a Branch from the drop down list, click 'Set Branch'.
• The Account Info will be generated by the system.
• Enter the Assigned Card Number, Card Valid Date and Salesman. The default Card Valid Date will be 1 year from the current date.
• Fill in the customer's personal information.
  :- The drop down list in the Other Details record is configured in Distribution > Maintenance > Drop Down List.
  :- The drop down list in the Phone record is configured in System Admin > EMP Configurations > Customer.
• Click 'Set Details'.

• The top part of the page will have a new highlighted field.
• Click 'Create New Member Card Now'.
• A pop up box will ask whether the details entered are correct. Click 'OK'.

• The created member card will be listed in the newly created member card list.
• A customer account will be automatically created by the system for the member card holders. If the customer already has an account, select the Create Member Card option in Edit Customer function, otherwise there will be duplicate account.

Related WIKI Pages