HOW TO CREATE MEMBER, ALLOW CREDIT, CASHIER PAYMENT, CHECK BACK CREDIT OWN & PAY CREDIT

HOW TO CREATE MEMBER, ALLOW CREDIT, CASHIER PAYMENT, CHECK BACK CREDIT OWN & PAY CREDIT

CREATE A MEMBER (BACKEND).

1)    CLICK ON CRM. 

2)    GO TO MEMBER INFORMATION.

3)    CLICK NEW TO CREATE NEW MEMBER

4)    FILL UP THE MEMBER NO (EXAMPLE :- 0001).

5)   INSERT THE NAME, PHONE NUMBER,  PASSWORD IF NEEDED AND THE EXPIRY DATE OF MEMBER .

6)    SET THE CATEGORY OF MEMBER AND HOW MUCH DISCOUNT GIVEN. 

        FOR SET UP MEMBER LEVELING

        HERE IS THE LINK OF HOW TO CREATE MEMBER

7)    IF THE CUSTOMER WANTED THEIR MEMBER CREDIT, CLICK ON YES FOR ALLOWABLE CREDIT.

8)    GIVING CREDIT LIMIT TO THE MEMBER .

        (ONLY BACKEND CAN GIVING CREDIT LIMIT).

9) ONCE DONE MAKING THE CHANGES, CLICK ON SAVE.

CREATE MEMBER (FRONT DESK)

1)    CLICK ON SELECT MEMBER.

2)    CREATE MEMBER NO (EXAMPLE :-  0001).

3)    AFTER INSERT THE MEMBER NO, CLICK ON CONFIRM .

4)    AFTER THAT, IT DISPLAY CONFIRMATION BOX AND CLICK ADD.

5)    THEN, INSERT MEMBER NAME

6)    CLICK ON  LEVEL TO LEVEL THE NEW MEMBERS. 

7)    IF YOU WANT TO ALLOW MEMBER SEE THEIR CREDIT CLICK YES IF NO CLICK NO.

8)    ONCE DONE MAKING THE CHANGES, CLICK ON NEW.

CASHIER PAYMENT (ONLY FRNT DESK)

1)    CONFIRM MEMBER HAS SELECTED, PROCEED TO DO A PAYMENT.

2)    ONCE DONE, CLICK ON PAY

3)    FOR MEMBER WHO IS ALLOW CREDIT, CLICK CREDIT AND THE CREDIT WILL                     DISPLAY.

4)    CLICK CONFIRM TO FINISH THE PAYMENT

CHECK BACK CREDIT OWN & PAY CREDIT

1)    SEARCH THE MEMBER DETAILS, YOU CAN SEE HOW MANY CREDIT THAT MEMBER OWN.

2)    IF MEMBER REQUIRED TO PAY, CLICK RECHARGE.

3)    CLICK THE BOX AREA AND INSERT HOW MUCH MEMBER WANTED TO PAY.

4)    CLICK CONFIRM.

5)    HERE IS THE BALANCE AFTER MEMBER PAY THEIR CREDIT.

6) SUCCESSFUL !!!