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)    SELECT CRM ON YOUR DEVICE.

2)    GO TO MEMBER INFORMATION.

3)    CLICK NEW FOR 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 CAN WE GIVEN.

        FOR SET UP MEMBER LEVELING

        HERE IS THE LINK OF HOW TO CREATE MEMBER

7)    IF THE CUSTOMER WANTED THEIR MEMBER CREDIT, TURN YES ALLOWABLE CREDIT.

8)    GIVING CREDIT LIMIT TO THE MEMBER .

        (ONLY BACKEND CAN GIVING CREDIT LIMIT).

9) ONCE DONE MAKING THE CHANGES, CLICK SAVE.

CREATE MEMBER (FRONT DESK)

1)    CLICK AT SELECT MEMBER.

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

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

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

5)    THEN, INSERT MEMBER NAME

6)    CLICK AT MEMBER LEVEL AND GIVE THE MEMBER LEVEL TO THEM.

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

8)    ONCE DONE MAKING THE CHANGES, CLICK NEW.

CASHIER PAYMENT (ONLY FRNT DESK)

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

2)    AFTER IT, YOU CAN CLICK 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 !!!