Configuring member product settings

If you are selling a membership product like a monthly or yearly prepaid membership you will want to use the Member product type and configure the additional settings. Here we’ll go through each setting when adding a new member product.

  1. In the Data Entry main window click Manage and select Products to open the Manage Products window.
  2. Click the Add Product button to open the Edit Product window.
  3. Under Product Type select Member.
  4. Under Primary enter the Product Name and Retail Price. You can also add a vendor and barcode information if applicable to the product.
  5. Under Categories & Accounts, choose the Display Category, Account and Sub-Account you wish the product to be listed under. If you want to create a new category or sub-account just type the new name into the field.
  6. Under POS Options select any of the following as applicable:
    • Do not automatically apply discounts
    • Limit quantity to one
    • No anonymous sales- check this for membership products
    • Required # of people- Enter a number to have the POS prompt staff to attach a person or people to this item. For example, for a couple prepaid membership you would enter 2 to have the system require both members attached to the product.
    • Extra info required
    • Automatic POS Check-in and configure- Enabling this option will offer staff the ability to quickly configure and check-in customers right from POS. You can choose from day pass, membership or punch card types, or select None to disable this option.
  7. Under Sales Tax check the box if sales tax is applicable to this product. 
  8. Click OK to exit the Edit Product window, and Close to exit the Manage Products window.

 

 

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