Membership

Alice Koh

Last Update 8 bulan yang lalu

What is Membership?

Membership generally refers to the state or status of being part of a group or organization. It can involve various benefits, responsibilities, and rights depending on the context. Here are a few common types of membership

New Membership

1. Click on New Membership.

2. Enter the details such as Member Type, Member Duration, Ex-Change Amount and Ex-Change Points. Fields with asterisk (*) must be filled in. E.g. you may set gold member in member type as a reference.

3. Click Save on Top when you are done

4. Furthermore, you can click on Item Price in order to add the item that you wanted to discount for the current member type.

5. Search the items that you had created on Item Maintenance. And select the items you wanted to add.

6. Fill in the member price or member discount.    Click Save onwards.

7. Do remember to click Save again on top.

8. Save completed.

9. Thus, the selected item will be added into the list.

10. You may Edit or Delete the item in the listing.

Membership Listing

By selecting Membership Listing, you will able to view the created member type.

1. Click on Membership Listing.

2. Member type will be showed in the listing and you may click on View to 

    check or edit the member type details.

3. There are 3 buttons on top as New, Delete and Edit. Therefore, user may 

    create new, edit and delete the selected member type.

    a. New – Create new member type instead.    

    b. Delete – Delete current member type.    

    c. Edit – Edit current member type. Do remember to click Update when 

        done.

Report

Every report will have the filter criteria to filter out the record that needed, please refer the following screen on the filter part.

After user generate the report, can choose to export to different format in (PDF, Excel, CSV)

Customer Membership Report Consist of 3 Reports

1. Report > Customer Membership Report > Membership Point 
2. Report > Customer Membership Report > Customer Sales Report
3. Report > Customer Membership Report > Membership Point Redeem History

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