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Customber Loyalty Functionality

Loyalty Member

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Loyalty Member


6.3.2  LOYALTY MEMBER
This module allows creating membership for a new customer. The card type should be selected and the personal information of the customer will be added here. The form is used to store customer details and to track Benefits for selected customers.
Customer Loyalty -> Loyalty Member
The loyalty member form will look like this.

The contact information tab of loyalty member allows entering the contact information of the customer.


SI.NO

LOYALTY MEMBER

DESCRIPTION

1

Personal information-Card No

It flows automatically when the card type selected.

2

Creation Date

It takes the system date automatically.

3

Card Type

To be selected from drop down.

4

Member No

Enter the member number. Existing member no can be selected by pressing F2.

5

Salute

It is prefix for the Customer Name. I.e. Mr or Mrs.

6

First Name

Mandatory. Enter the name.

7

Middle Name

Enter the name.

8

Last Name

Enter the name.

9

Display Name

Entered name will be displayed here.

10

Sex

Select from drop down.

11

DOB

Enter the date of birth.

12

Religion

Enter the religion.

13

Profession

Enter the profession name.

14

Married

Select from drop down.

15

DOM

Enter the date of marriage.

16

Spouse Name

Enter spouse name.

17

Spouse DOB

Enter spouse DOB.

18

Ref Member No

Enter the number.

19

Ref Member Name

Enter name.

20

Import Excel

To import excel.

21

Save

To save the member details.

22

Clear

To clear the member details.

23

Exit

To close the window.

24

Contact information-Address 1

Enter the address.

25

Address 2

Enter the address.

26

City

To be selected by pressing F2.

27

State

It will flow automatically when city is selected.

28

Country

It will flow automatically when city is selected.

29

Pin Code

Enter the Pincode number.

30

Phone No

Enter phone number.

31

Fax No

Enter fax number.

32

Mobile 1

Enter mobile number.

33

Mobile 2

Enter mobile number.

34

Email ID

Enter email id.

35

Note

Additionally info add

36

Extinct

Optional

37

Import Excel

To import excel.

38

Save

To save contact information.

39

Clear

To clear contact information.

40

Exit

To close the window.

End