Member card/pass configuration

Prior to configuring pass items, the benefits and restrictions of the membership/pass programs are reviewed. Typical questions to ask would be:

• Will the pass be used to automatically provide discounts on other purchases?

• Is the pass “blacked-out” during certain dates, days, times or at certain locations?

• Can the pass be used for only a set number of days/uses or is its use unlimited through a date range?

Once the functions of the membership/pass program are defined, it is time to configure the pass item within SysManager.

To configure the pass item, click on the SysManager > Activities > DCIs > New/Edit >Action tab and select the Create Pass under the Item Type dropdown. The next step is to configure the Action Specifics for the pass. Generally speaking, this involves:

• Specifying the valid dates of the pass

• Loading value onto the pass to be used in various validation programs

• Restricting the times, dates or days of week that the pass may be used

• Specifying the layout to be used for the pass

• Specifying the values that are deducted or added when the pass is used (validated)

• Specifying any sales that automatically occur when the pass is used (validated)

• Specifying what to do when the same pass is used (validated) more than once in the same day

• Setting rules for sharing pass programs between multiple sites

• Specifying automated actions, such as the application of specials, when a pass number is used to authorize the purchase of other items