Club Card Type
This module allows the user to enter different types of club card which can be attached to a customer account when selling a club card card. The user can enter special prices on the Club Card Type through the Club Card Special Prices.
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This type of card allows the user to give special promotions using these types of card. the discounts will be given at the time of purchase.
The user must click on the add button to enter the Club Card Type.
Type: The user must type of Club Card. This field is alpha-numerical and it is 5 characters in length.
English Description: The user must type in the English Description. This field is alpha-numerical and is 40 characters in length.
French Description: The user must type in the French Description or press enter to accept the English description into the French Description. This field is alpha-numerical and is 40 characters in length.
Card Prefix: The user must enter the prefix of the card. I.E. If the card number is GM000012345678, the user will enter GM in this field. This field is alpha-numerical and is 5 characters in length.
State/Prov. Tax: The user must click on this box if you want to charge the state tax if you are located in the US or Provincial Tax if you are located in Canada on the Club card selling price which is set in the Sales Price field.
Federal Tax: The user must click on the this box if you want to charge the Federal Tax on the Club card selling price which is set in the Sales Price field.
Security: This is not active as of yet but will be in the future. The user will be able to enter a level of security by club card to let the system know who can sell this type of card.
Sale Price: The user must enter the sale price of the Club Card. The sale price depends on your companies policy if they charge for this type of card or not. If your company doesn't charge for this club card, the user must type in zero in this field.
G/L Account: The user must type in the account where this sales should be posted to in the General Ledger.
Days Before Expiry: The user must type in the days of expiry for this card. I.E. 365 which means that this type of card will expire 365 days based on the selling price. If you do not want this type of card to expire, the user can type in 99999 days which is basically 274 years before it expires.
Reminder Days Before Expire: The user must type in the days of reminder before the expire.
Category: The user have the following choices:
1- Do not ask: The customer doesn't have to present the card while purchasing. The user can call up the account by typing in the phone number or enter the account number.
2- Optional - Discount: This means that the customer can present the club card and the user can scan it or the user can call up the account by typing in the phone number or enter the account number and the discount will be applicable.
3- Optional - Discount not applicable: If card is not presented, the user can call up the account with phone number and account number but discount won't be applicable. The user must scan the card for the discount to be applicable.
4- Mandatory: The user must scan the card to get the discount.
Save - The user must click on the SAVE button to save the information that was entered.
The user can enter another club card by following the instructions above.
History: The history grid will display all the changes the were brought to the club card maintenance.
User: This field represents the user number that did the change.
Type: This field represents the type of club card that was changed.
Field: This will display the field that was changed.
From: This field will display the old information.
To: This field will display the new information.
Date/Time: This field will display the date and the time of the changes.