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

1. Click the Point of Sale menu

    

   Open

   

    

2. Enter the Customer Name

Open

Ring up the Membership Package

1. Enter the membership package name into Product Description field
   
   

2. Press Enter on your keyboard

3. Trident1 will populate the sales line item for the membership package

4. The user will receive a Package Details dialog

5. Select customer Notification Preference

6. Select whether or not to auto-renew the membership

7. 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.

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