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Assigning Members to a Sale or Payment

Using Impos Membership in Front office

In order to use Impos membership, you’ll first need to ensure that there are 2 functions available in Front office, Membership Administration, and Membership Payment. To add these functions to your screen, you’ll have to head to Back office, POS functions, and Menu Design.

In the “Searching Criteria” section, select “Function” from the “Type” dropdown, and add the “Membership Admin” function to the Function list. The Function list is the lower bar that appears throughout the transaction on the POS terminal, and is accessible by pressing the “Function List” tab (although you can add this function to any screen on your POS).

You’ll also need to add the payment type associated with Membership, to do this, in the same menu design screen, select “Pay Method” from the “Type” dropdown, and add the “Member” payment method to the screen. If you wish to accept Membership payments in split bills as well, please drag another copy of the Member payment to the “Pay Method List” section.

In front office, you can either swipe the member card to bring up the membership admin panel, or press the “Membership Admin” button to bring up the interface.

From this screen, you can search using the Keyword Field for names, phone numbers, and exact matches for the Card ID for existing members, or enter a card ID to create a new member.

Creating a New member: Enter a Unique identifier in the Keyword Field, which will become the Card ID. Once entered, select “New” and you’ll first have to select the Card Type, then enter the customers details on the POS.

Once completed, press “OK” and a confirmation screen will be shown, and a prompt of whether you’d like to assign the member to the sale.

Assigning an existing member: Select the member from the list, and press “Assign”. You’ll be able to see the key information for the user, as well as perform other functions, such as “Recharge”, edit details, and view their last order. You are also able to order their last order again.

Once a member is assigned to a sale, the system will automatically apply any discounts which they are entitled to, any price sets (like happy hour pricing) for all items added once the member is assigned.

To use the membership card as a payment type, press the “Member” payment type, and you’ll be prompted to either swipe the card, or to enter a member manually by pressing the Keyboard Icon. Once the member is selected, pressing “Assign” will be permitted should the member have enough Points or enough credit to process the sale.

Should you wish to only pay a portion of the bill off using the membership payment, enter the amount using the regular keypad before pressing the member payment.

 

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