*Please note: You must have the CRM or CRM - Membership module to use this feature in POS app. If you would like to learn more about how to purchase this module, please contact our Merchant Success Team.
SHOPLINE's Member Price/Membership Tier Price feature allows Retail POS users to easily apply different discounts for members, and offer discounts according to member tier when checking out using the POS app. The Member Price/membership tier price for a product can also be viewed on the order details page, and can be set in SHOPLINE Admin.
This article will cover the following:
- How to enable the feature
- View from the POS app
- Apply Member Price/Membership Tier Price at checkout
- Notes
1. How to enable Member Price/Membership Tier Price
In SHOPLINE Admin, go to [Settings] > [Product Settings], then click on the POS tab. Slide the "Display the Member Price and tier member price in the POS app product detail information" toggle switch to "ON", then click Update.
Check feature permissions settings
As this feature relates to product price, permission to enable this feature can only be granted by a store owner. If you want to grant permission to staff to enable this feature, go to [Settings] > [Permission & Security]. Select a staff member, and make sure the "POS product settings" box is checked off.
*Please note: Staff members that already have full permissions do not need to be granted extra access to use this feature.
2. View from the POS app
Step 1
After you have enabled the feature in SHOPLINE Admin, a reminder window will appear in the POS app (see the image below). You must reset product data to apply Member Price & Membership Tier Price. This can be done in the POS app by going to [Setting] > [Database] and pressing the Reset button next to "Product Data". It is recommended that you set aside a time when the POS app is not in use to configure these settings.
Step 2
Member price/Membership Tier Price will appear on the product details page in the "Checkout" and "Barcode" tabs. There are two methods of viewing the product details page:
- Tap and hold a product on the checkout page/product listings page
- Tap a product on the barcode page.
*Note: If a Member Price/Membership Tier Price has not been set for a product in SHOPLINE Admin, or the price has been set as "0", then the Member Price/Membership Tier Price for a product will be displayed as "-".
3. Apply Member Price/Membership Tier Price at checkout
Applying a Member Price/Membership Tier Price
When checking out, if the customer is a member, the Member Price/Membership Tier Price will be calculated according to the customer's membership profile.
- After successfully applying a Member Price/Membership Tier Price, this new price will be displayed on top of the crossed-out original price.
- Custom discounts and other promotions will be calculated according to the Member Price/Membership Tier Price.
*Note: If you have set a custom price for a product, the Member Price/Membership Tier Price feature is not applicable for that product.
Transaction records
If a Membership Tier Price/Member Price has been used, this will appear in the "Orders" tab on the POS app.
4. Notes
- This feature cannot be used in offline mode.
- If the POS app is disconnected unexpectedly while a transaction is being processed, the price used will be the one at the time of the disconnection (i.e. if a Member Price/Membership Tier Price has already been successfully applied then this will be used).
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