The Retail Members tab is an essential tool for managing customer memberships, tracking balances, and monitoring loyalty points. This tab allows users to oversee member profiles, available balances, accumulated points, and membership levels across shops. In this article, we’ll explore the key fields in the Retail Members tab, their functions, and how to use them effectively for customer management.

How to Navigate to the Retail Members Tab #

1. Go to the Retails Tab
   
   • Open the ERP system and find the Retails tab in the main navigation menu.
   • Click on the Retails tab to access retail management functions.
2. Click on Retail Members
   
   • Under the Retails tab, locate and select Retail Members.
   • Clicking this will open the tab where you can view all customer membership records, including balances and loyalty points.

Key Fields Under Retail Members Tab #

The Retail Members tab contains several fields that provide detailed information about each registered member. Below is a breakdown of each field:

1. Member No.
   
   • A unique identifier assigned to each member. Used to track individual customer records.
2. Available Balance
   
   • The current balance available in the member’s account.
3. Credit Amount
   
   • Displays any credit assigned to the member.
4. Available Points
   
   • The number of loyalty points currently available for redemption.
5. Accumulated Points
   
   • The total number of points accumulated over the member’s history.
6. Level
   
   • The membership level (e.g., Basic, Silver, Gold, Premium), aligned with the shop’s membership configuration.
7. Phone
   
   • The member’s registered phone number.
8. Name
   
   • The member’s name.
9. Email
   
   • The member’s registered email address.
10. Address
    

• The address information provided by the member.

11. Remark
    

• Additional notes or comments about the member.

Member Options #

When right-clicking on a member record, the following options are available:

• View the Points Record
  Displays the detailed history of points earned and redeemed by the member.
• View the Balance Record
  Shows a record of the member’s balance transactions, including deposits and deductions.
• Refresh
  Updates the member’s information to ensure the most recent data is displayed.

Search Options in the Retail Members Tab #

The Retail Members tab provides search filters to quickly locate member records:

• Search by Shop
  Filter members by the specific shop they are registered under.
• Search by Phone
  Find members using their registered phone number.
• Search by Name
  Retrieve member details based on their name.
• Search by Status
  Filter members according to their status (e.g., active, inactive).

The Retail Members tab is a vital feature for managing customer loyalty programs and maintaining member information. With detailed fields and search options, businesses can efficiently track balances, monitor points, and strengthen customer relationships through personalized service and rewards.