2.1 System Settings:In the system settings, it can be divided into three categories: membership card settings, product settings, and other settings

2.1.1 Membership Card Settings

• Stored value card level setting
  Mainly set the membership level, discount rate, and the range of points for that level (Figure 2). If you need to activate member points, select 'Activate member points' and enter how many yuan you spend to earn one point. In this way, when the member discount card is used for consumption, the system will automatically accumulate points for the member, and reaching a certain point will automatically upgrade the membership level.

• Type setting of stored value cardThe discount methods for stored value cards can be divided into deposit discounts and cash transfer of consumption amounts (as shown in Figure 3). The deposit discount is the amount paid by the member when recharging multiplied by the discount rate. For example, a member with card number 00001 is a stored value card, and the discount method is a deposit discount with a discount rate of 1.2. If the member pays 100 yuan when recharging, then the amount in the card is 120 yuan (100X1.2). The amount of consumption converted into cash can be set according to one's actual situation, including the cumulative consumption amount and the amount converted to members. When a member makes a purchase, the system will automatically accumulate the member's consumption amount. If the accumulated amount reaches the specified amount, the specified amount will be refunded.

2.1.2 Product Settings

Figure 4

• Product settings: mainly set the category, product number, product name, preset unit price, purchase unit price, product quantity, discount rate, and whether the product belongs to a promotion. If it is a promotional product, members do not enjoy discounts.
• Redemption product settings: Redemption products are mainly used for discount cards. Member discount cards can be redeemed for goods based on the points in the card. After redeeming the goods, the system will automatically deduct the required points for redeeming the goods.

• Reminder settings: If you need a birthday reminder, select Enable Birthday Reminder and enter the number of days for the birthday reminder. If the reminder of insufficient balance on the membership card is enabled, if the balance on the card is less than the amount of the reminder when the member consumes, a reminder of "please recharge in a timely manner" will be given to the member (Figure 5).

  

  picture 5

• Ticket printing settings: mainly set whether to print the ticket, whether to open the cash box, print the contents of the ticket. If you need to print the ticket, select the printer that needs to print the ticket in the printer selection, and enter the ticket title and footnote (Figure 6).

Figure 6

• Administrator settings：When using the system for the first time, the default username is admin and the password is empty. After logging in, you can change the password yourself. The username cannot be changed or deleted, and there must be at least one user in the system who is admin. Other users can be added separately.

• Increase consumption: Enter the card number, name, abbreviated name (first letter of Chinese Pinyin), phone number, or contact address in the text box after "Enter Member Card Name" to find eligible members. The queried members will display their card number, name, membership card type, name, and other information in the window. Click the "Add Consumption" button or press the shortcut key F2 to open the member consumption window (Figure 8) to add consumption information for the member.

  The process of increasing member consumption can be divided into four steps:
  Step 1: When the window opens, pause the cursor at "Total consumption amount for this time" and enter the amount for this consumption.

  Step 2: Press the shortcut key F8 to add detailed consumer products. You can enter the code or name of the product to be added in the text box after "Please enter the product code or name". You can also click the "Browse" button to add products.

  Step 3: Press the shortcut key F3 to move the cursor to the text box after "Price before discount". The amount in this text box is the same as the amount in "Total consumption amount this time". Click "Calculate discount" or press Enter to calculate the discounted amount. The amount in 'actual collection after discount' is the amount payable by the member. (This step is only applicable to discount card users, stored value card users can skip this step)

  Step 4: Click the "Charge Confirmation" button or shortcut key F5 to confirm this consumption. If you cancel the operation, click "Close Return" or shortcut key F4. If it is a stored value card consumption, the balance on the card cannot be lower than the deposit of the stored value card.
  After completing the consumption increase operation, in the member consumption window (Figure 7), you can see the newly added consumption information in the detailed list of member consumption. Select the newly added consumption information, and the detailed list of member products on the right will display the product information of this consumption.

  

  picture 8

• Modify Consumption: If there are errors in the consumption information, you can click "Modify Consumption" or the shortcut key F3. For specific steps, please refer to "Add Consumption".
• Exchange product: Click the "Exchange Product" button or press the shortcut key F4 to open the exchange product window (Figure 9).

Click the "Add Product" button or press the shortcut key F3 to open the window for selecting exchange products (Figure 10).



picture 10

Enter the name or pinyin code of the product in the text box after "Enter Product Name" to search for the desired product. Select the product to be redeemed, enter the redemption quantity (system default is 1), click the "Add" button or press the shortcut key F3 to add the product to the selected product column. If the quantity of exchanged products is 1, you can also double-click on the product in the exchanged product list to add the selected product. The 'Delete' button in the selected products is used to delete the products in the selected product column. Click the 'Save' button or press the shortcut key F5 to save the selected product. The "Return" button or shortcut key F4 abandons the redemption of the item and returns to the redemption window. After saving, the system will automatically subtract the points required to redeem the product from the points on the member discount card. If the points on the card are not enough, the product cannot be redeemed. After saving, the member can see the information of the newly added redemption product in the redemption product window. You can click the "Modify Product" button or press the shortcut key F4 to modify the redemption product information. Click the "Delete Product" button or press the shortcut key Del to delete the selected product.

• Basic information of members: Click the "Add Member" button or press the shortcut key F2 to open the member information entry window (Figure 11).

  

  Figure 11

  Enter the corresponding information of the member in the member information input window.

  Click the "Modify Information" button or press the shortcut key F3 to open the membership information input window as shown in Figure 2.10, where you can modify the corresponding data. When modifying the information of the stored value card, you need to enter the stored value card password.

• Membership card operation: When the stored value card needs to be recharged, click the "Membership Recharge" button or press the shortcut key F5 to recharge. In the "Other Operations" section, it includes reporting loss of membership card, canceling loss reporting, member card replacement, membership card transfer, and viewing membership card information. The membership card replacement operation only requires entering the new membership card number in the "Membership Card Replacement" window, without the need to enter the basic membership information. The system automatically transfers all the information in the old card to the new card. Member transfer operation, when the stored value card member no longer uses this card but there is still a balance in the card, it can be transferred to the designated stored value card. If there is only a deposit left in the card, transfer cannot be made. This system does not support the refund function for stored value cards

• Reminder query: Click the "Add Reminder Content" button or press the shortcut key F2 to open the Add Reminder Content window (Figure 12).

  

  picture 12

  Enter the member's card number, name, name code, contact phone number, and contact address in the text box after "Membership Card and/or Name" to find the corresponding member.

  Enter the corresponding reminder content after 'Reminder Content'. Reminder methods can be divided into one-time, weekly, monthly, and annual. Then enter the corresponding reminder time.

  Birthday reminders cannot be added here. Birthday reminders are automatically added to event reminders when adding member information (see 2.3 Member Management). If not necessary

  Daily reminders or changing reminder dates can be done in other settings in the system settings (see 2.1 System Settings).

• Modify reminder content: Click the "Modify Reminder Content" button or press the shortcut key F3 to open the modification reminder window (Figure 13). In the modification reminder window, the reminder status is divided into unreachable and contacted. The reminder content is entered in the "Add Reminder Content" section. If it is a birthday reminder, it will display "Birthday Reminder". If the reminder status is already contacted, enter the result of contacting the member after the contact result.

  

  picture 13

• Delete Reminder Content: Click "Delete Reminder Content" to delete members who no longer need reminders.

• In the membership statistics, the system defaults to all membership information. You can query the status of different membership cards by membership card type and name, or select "filter" to query members with different situations.
• Clicking the 'All' button will display all member information.
• Click the "Export" button and select the corresponding export format to generate the corresponding format file for the data in the data table.
• Click the "Print" button to print the data in the data table onto a printer that is already connected and functioning properly.

• Enter the member consumption report system and display all consumption information in the data table. You can enter your membership card number, name, name code, contact phone number, and contact address after "membership card number or name" to check the corresponding member consumption situation. You can also use "filtering" to query member consumption that meets the criteria.
• Clicking the 'All' button will display the consumption information of all members.
• Click the "Export" button and select the file format for export to generate the corresponding format file for the data in the data table.
• Click the 'Print' button to print the data in the data table onto the connected printer.

• By default, the membership recharge statistics system opens all stored value card recharge records.
• Enter any of the following information in the text box after "Membership Card Number or Name": membership card number, name, name code, contact phone number, or contact address, and you will be able to find membership recharge records that meet the requirements. Click the 'Filter' button to search for member recharge records with specified criteria.
• Clicking the 'All' button will list all member recharge status.
• Click the "Export" button and select the file format to generate the corresponding format file for the data in the data table.
• Click the 'Print' button to print the data in the data table onto the connected printer.

• The default date for entering the member details report statistics is the current day, and the operator is the current operator.
• Click the "Search" button and select either Member Consumption Statistics or Member Recharge Statistics. The data table will display all records that meet the conditions.
• Click the "Export" button and select the file format to generate the corresponding format file for the data in the data table.
• Click the 'Print' button to print the data in the data table onto the connected printer.

Daily consumption statistics

• Statistical charts can be divided into daily consumption statistics and monthly consumption statistics. The default statistical date in daily consumption statistics is one month, which can be adjusted as needed.
• Click the 'Statistics' button, and the data will be displayed in the chart.
• Click the 'Save as Image' button to save the chart of the currently displayed data as an image.
• Click the 'Print' button to print the chart of the currently displayed data onto the connected printer.