MISAll · DOC-036 · Items, stores and customer data
Manage membership, stored value and points rules
Managers should agree membership rules before cashiers apply them. Benefits, loyalty points and stored funds require separate checks.
Steps
- Create card types in the POS management area and define the intended member-price or fixed-discount benefit.
- Create member records with the correct number, contact details and card type. Use the appropriate type for stored value.
- Configure accumulated-points discounts and redemption items with explicit point costs. A selling price is not automatically a point cost.
- Handle top-ups, points adjustments and replacement cards with the required permission and an audit trail.
- Test ordinary, promotional and non-discountable items and reconcile the resulting member ledger.
Check the result
Staff can explain the applied benefit and every points or balance movement has a record.
Notes and troubleshooting
Contacting members is a separate business activity governed by local requirements; this tutorial sends no marketing messages.