Enhancement in Membership Report
Implementation in Back Office:
1) Overdraft item line in membership statement report.
Page Navigation: My Stores >> Reports >> Membership >> Membership Statement Report
A new field “Membership Overdraft Payment” should be shown in the report.
If the member customer has the overdraft limit for the plan and if they used the overdraft limit to pay for their orders, the value should be captured and shown in the respective field.
Screen Layout:
2) Total discount line must come before the membership payment line in statement report.
Page Navigation: My Stores >> Reports >> Membership >> Membership Statement Report
The field “Total Discount” was displayed at the end of the report in the existing system.
Now the “Total Discount” implemented to display previous to the Membership payment field.
Screen Layout:
3) Enterprise Customer Database should have a column of store name.
Page Navigation: My Enterprise >> Customer >> Customers
A new column “Stores” should be included in the landing screen of the customers.
The stores field should capture the store in which the respective customer used membership payment for their orders.
The multiple stores should be shown in the comma separated format.
Screen Layout:
4) Store Level customers in POS.
Page Navigation: My Stores >> Settings >> Application settings
A new option “Store Level Customer” should be included in the application settings screen.
By default, the option should be in disable mode.
User can enable the toggle later.
Implementation in POS:
If the toggle option is enabled, then the store should lists only the customers for the respective store level in the POS.
If the toggle option is in disable mode, the existing function should be defaulted.
Screen Layout:
Related Articles
Membership Statement Enhancement
Implementation in Back Office: Page Navigation: My Stores >> Reports >> Membership >> Membership Statement A new “Membership Statement” similar to HA statement should be included. The membership statement should contain the fields ...Membership Report
Implementation of Summary Report in back office: Page navigation: Ø This report displays the details of allowance, debit from the allowance, available balance of a Customer when the payment is made using the membership plan. Ø It has the following ...Enhancement in Membership Plan
Implementation in Back Office: 1 The membership allowance period should be limited. Page Navigation: My Stores >> Customers >> Membership >> Membership Plan The allowance period for the membership plan should be restricted to Monthly, ...Enhancement in Membership Plan
Note: In phase 2 of development, auto renewal for the account level will be done. Implementation in Back Office: 1) The membership allowance period should be limited. Page Navigation: My Stores >> Customers >> Membership >> ...Enhancement in Sale Summary Report
Implementation in Back Office: Page Navigation: My stores >> Report >> Sale >> Sale summary A new toggle option “Group by employee” should be included in the sale summary report. ...