Overview
This article is meant to inform the user on how to ring up a customer’s membership at the POS. This article is preceded by the article, How to Create a Membership Package.
Process
Create a Sales Order
Click the Point of Sale menu
Enter the Customer Name
Ring up the Membership Package
Enter the membership package name into Product Description field
Press Enter on your keyboard
Trident1 will populate the sales line item for the membership package
The user will receive a Package Details dialog
Select customer Notification Preference
Select whether or not to auto-renew the membership
Finalize the sales order by choosing the payment method
Notes:
If the package is set to auto-renew, a credit card will be the only payment option available.
If the package is set to monthly billing, a credit card will be the only payment option available.
If the package is not set to auto-renew and the package billing frequency is set to ‘Annual’, all payment options will be available.
VIDEO
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