Enhancement in Membership Report

Enhancement in Membership Report

Implementation in Back Office:

 

1)     Overdraft item line in membership statement report.


Page Navigation: My Stores >>  Reports >> Membership >> Membership Statement Report

  A new field “Membership Overdraft Payment” should be shown in the report.

  If the member customer has the overdraft limit for the plan and if they used the overdraft limit to pay for their orders, the value should be captured and shown in the respective field.

Screen Layout:


 

2)     Total discount line must come before the membership payment line in statement report.


Page Navigation: My Stores >>  Reports >> Membership >> Membership Statement Report

  The field “Total Discount” was displayed at the end of the report in the existing system.

  Now the “Total Discount” implemented to display previous to the Membership payment field.

Screen Layout:

 

3)   Enterprise Customer Database should have a column of store name.


Page Navigation: My Enterprise >> Customer >> Customers

  A new column “Stores” should be included in the landing screen of the customers.

  The stores field should capture the store in which the respective customer used membership payment for their orders.

  The multiple stores should be shown in the comma separated format.

Screen Layout:

 

4)       Store Level customers in POS.

Page Navigation: My Stores >> Settings >> Application settings

  A new option “Store Level Customer”  should be included in the application settings screen.

  By default, the option should be in disable mode.

  User can enable the toggle later.

 

Implementation in POS:

  If the toggle option is enabled, then the store should lists only the customers for the respective store level in the POS.

  If the toggle option is in disable mode, the existing function should be defaulted.

Screen Layout:

                                    

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