Loyalty

Add member

You can add member to the sale.

Tap on the Customer  button

A screen to search for member/customer open. It has two tabs: Member and Customer.

You can search for members, e.g., by phone or member number.

Search result is shown below the search text. Tab on relevant member.

The selected member is added to the sales view.

Member coupons

If the member has coupons, you can tap on the "Coupons icon" to see the available coupons.

The "Coupon view" opens.

If there are coupons that can be used for the registered items, you see a checkbox to the right on the coupon line.

Check the checkbox if the member wants to use the coupon and tap on the Activate button.

The coupon is activated and added to the sale.

In this example it was a coupon for 10 % subtotal discount, marked with a (S) icon on the item lines.

Member details

It is possible to view member details.

Member details can be opened by tapping on the "Customer icon" and tapping on the member's name.

Member details can also be opened by tapping on the member's name at the top of the sales view.

Member details opens.

There are two tabs: Overview and Purchase history.

Overview tab

The Overview tab shows general information about the member, Communication, and Coupons.

Tap on the Arrow at the top of the screen to go back to the sales view.

Change member communication

It is possible to expand "Newsletter and offers" and "Approvals" to view the options.

The options can also be changed by tapping on the "select icon" at the right to select/deselect the option.

Purchase history tab

The Purchase history tab display the Last bought items, and you can scroll down to see Receipts.  

Edit member

For you to edit member information.

Tap on More info, the Edit member screen open.

Here you can edit member. You can scroll down to see more fields.

Edit relevant information. Tap Edit member to save changes, or tab Cancel to cancel to go back to member details.

Remove member from sale

Member can be removed from the sale.

Tap on the "Customer icon". The "Member" dialog opens.

Tap Remove, the "Remove" dialog opens.

You must confirm that you want to remove the member. The member is removed from the sale.