Processing an instant membership enrollment

Retailers can choose to sell store membership to customers using the POS application. This method uses store-defined membership SKUs.

The Instant Membership feature requires the following options to be defined EOM:

• Enable the Instant Membership feature. Refer to the following option:
  • Item Setup > Enable Instant Membership
• Define an instant membership SKU number. Refer to the following option:
  • Item Setup > Instant Membership SKU

When using a PIN pad compatible with a payment solution, the customer can confirm their personal information and whether to opt in or out of marketing e-mails on the PIN pad. For more information, consult with an NCR Voyix representative.

Configurable features

The POS application can be configured with the following features.

• Change the length of the customer ID. Refer to the following options:
  • Configurable Inputs (Input Validation) > Maximum Length
  • Configurable Inputs (Input Validation) > Minimum Length
• Define the text to be printed on the member information chit when the customer has a complete profile. Refer to the following option:
  • Receipt Printing > Complete Customer Profile Text
• Define the text to be printed on the member information chit when the customer has an incomplete profile. Refer to the following option:
  • Receipt Printing > Incomplete Customer Profile Text
• Enter the customer information for enrollment using compatible PIN pad devices. Refer to the following option:
  • Loyalty Options > Default to POS for: Member Lookup, Enroll, Receipt Preference, Email, Phone and Zip
  Note

  For more information about compatible PIN pad devices, consult with an NCR Voyix representative

• Print a member information chit after a successful enrollment. Refer to the following option:
  • Receipt Printing > Enable Enroll Customer Chit
• Identify the order in which the customer information collection fields are displayed on the POS application. Refer to the following options:
  • Information Form Definitions > Info Set Name > EnrollCustomerInfoPrompts
• Specify required customer information. This option displays an asterisk (*) before the field name on the POS screen to indicate that the information for this field is required. Refer to the following options:
  • Information Form Definitions > Info Set Name > EnrollCustomerInfoPrompts
• Enable the first name and last name parameters to display the first and last name of the customer on the Client Lookup panel after a successful enrollment. Refer to the following option:
  • Information Form Definitions
• Collect the Sold By Employee number and print it on the member information chit. Refer to the following options:
  • Information Form Definitions > Info Set Name > EnrollCustomerInfoPrompts
  • Information Field Definitions > SoldByEmployee
  Note

  The Sold By Employee number also refers to the Referring Employee number.

• Modify the values of the customer information fields to fit the retailer’s requirements. Refer to the following options:
  • Information Field Definitions > all options
• Prompt the customer to subscribe to marketing e-mails. Refer to the following option:
  • Customer Configuration > Email Opt In or Out in Membership Enrollment
• Require customer acceptance on the PIN pad before continuing with the instant membership enrollment. Refer to the following option:
  • Loyalty Options > Allow to add Instant Membership without Confirmation on Pin Pad

To enroll a customer using a membership SKU, do the following:

1. On the Transaction Types screen, select Sale. The application displays the Sale Main Menu screen.
2. Do one of the following:
   • Scan the Instant Membership SKU barcode.
   • Enter the Instant Membership SKU number.
   • Add the Instant Membership SKU number using Item Lookup. For more information, refer to Adding an item from Item Lookup.
   • Add the Instant Membership SKU number using Price Inquiry. For more information, refer to Selling an item from a price inquiry.

   The POS application displays the Instant Membership SKU number on the Sale Main screen.

   

3. Select Pay. The application displays an information message.

   

4. Select Continue. The application displays the Enroll Customer screen.
5. Do one of the following:
   • Enter the required customer details.
     Note

     By default, providing the Customer ID is optional.

   • Scan a valid ID when the POS application is integrated with IDScan.net. The customer information is then populated on the screen. For more information, refer to Validating customer information.
   • Select Customer Entry on the right section of the screen to allow the customer to use the PIN pad to enter the required details if the POS is integrated with a payment solution.
6. Select Accept. The Accept Membership SKU is added to the transaction. The application displays the Member Confirmation screen.

   

   Note

   When configured, the Sold By Employee number is displayed on the Member Confirmation screen.

   The application can also respond with one of the following actions.

   Condition	POS response
   If the instant membership SKU number is added and the customer already exists.	The application displays an error message. Select OK. The application redisplays the Sale Main Menu screen with the existing member automatically added to the transaction.
   If the instant membership SKU number is added and the customer already exists and there are other items added to the transaction.	The application displays an error message. Select OK. The application proceeds to the Tender Menu screen.
   If the instant membership SKU number is added and another instant membership SKU number is added through the Item Lookup or Price Inquiry feature.	The application displays an error message. Select OK. The application displays the Sale Main Menu screen again.

7. Select Yes. The application displays the Tender Menu screen.
   Note

   When using a PIN pad compatible with a payment solution, the customer can select Yes on the PIN pad to confirm.

8. Complete the transaction. When enabled, the application prints the member information chit.

Member information chit

When configured, the application prints a member information chit, which displays the member profile status and details after a successful enrollment.