Discount Membership Based on Automatic Membership Expiry Date

1. Log into the system, and then access the Setup menu. From there, select the General Settings tab. 

 

 

2. Create a SKU attribute named “Membership Lead Days”:

_cid_image001_png_01CF9150.png

     Step 1: Select the Attribute tab.

     Step 2: Select the type as Sku, then name it "Membership Lead Days", then select the format as Integer. Finally, select Add New Attribute

 

 

3. Now you must create the membership SKU.

WAX3M.JPG

      Step 1: Create a new SKU, then fill out its information as you would with a normal SKU (including the price of the membership). 

      Step 2: However, you must also fill in a value for your newly created "Membership Lead Days" attribute. This value will be an integer, and represents the number of days you want the membership to last from the transaction date. 

 

 

4. Create a Customer attribute with whichever SKU you will be using to sell the membership. Then, end the SKU name with “_MembershipExpiryDate” (see image below for the example given in this article) "WAX3M_MembershipExpiryDate". In this case, WAX3M is the SKU name, and _MembershipExpiryDate is simply added directly after.

_cid_image002_png_01CF9150.png

     Step 1: Select the Attribute tab.

     Step 2:Select the type as Customer, then name it "YourchosenSKU#_MembershipExpiryDate", then select the format as Date. Finally, select Add New Attribute

     Step 3: If your attribute was created successfully, it will appear here. 

 

 

5. **Now you must restart AmberPOS.**

 

 

6. Creating the discount rule:

auto_discount_rule_editor.JPG

      Step 1: Select Create Advanced Rule and create a new blank rule.

      Step 2: Select the discount percentage you would like your membership to offer. 

      Step 3: Set your discount rules to the following:

discount_rules.JPG

 

For the Build Query, you must set it as the following:

query_builder.JPG

            1. Sku = (your SKU that will receive a discount from membership) *Note* this is not the same SKU as your membership SKU. You may set it to more than one SKU. 

AND    2. _MembershipExpiryDate <= (less than or equal to) 0

 



7. Access the POS screen and sell your membership SKU to a customer. This article is using the "WAX3M" SKU as an example of the membership SKU. 

 

 

 

8. Now when you access the customer's screen, it will show that the customer attribute WAX3M_MembershipExpiryDate has been automatically set to the transaction date plus 90 days (or whatever value you previously set). 

screenshot.JPG

 

 

9. Your SKU(s) previously included in the discount rule editor will now be automatically discounted for that customer until their membership expires. 

auto_discount.png

 

 

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk