I have a customer who sells annual memberships to museum patrons, they get a discount in the gift shop. She would like to set the expiration date on the membership at the time she sets up the customer in the database. Does anyone have any ideas how to accomplish this? Add-Ons available? Thanks for your time and knowledge.
You can use one of the customer custom date fields, set it equal to the expiry date. Then customize the HTML status bar to indicate whether the date in that field is less than today. Easy as pie, although if you have every tried making a pie it is actually very hard, so that may not be a good analogy. How about easy as stubbing your toe after you just finished stubbing it a few minutes ago.
Rob
"K> I have a customer who sells annual memberships to museum patrons, they get a
Gotta go to Marie Callender's for fresh pies
Actually I'm in the market for a new microwave - anyone got a suggestion. How bout you kinnard - after all, you started this thread.
On another note - what museum membership software do they use - it would be a non-profit type software like from Blackbaud. In fact Blackbaud has an RMS interface to their member software and is an RMS reseller.
If their museum membership software is SQL Server based, a procedure could be written to run every 15 minutes or so to update member date fields in RMS for any changes (renewals, change in level, lapsed which would remove the discount level) and add new members to the RMS customer table and set the member discount level that the member bought - museums often have different leverls of membership with different benefits including gift shop discount rates.
Or are they very small and want to run everything from RMS?
Rick Brown DataBasics
Rick, thanks for your response and yes they wish to run everything through RMS, other ideas? Thanks,
K> Actually I'm in the market for a new microwave - anyone got a suggestion.
For the membership part, set the membership expiration date when they pay for membership and set their discount level or discount % in Customer Properties|Customer Options. Use one of the Customer optional date fields as Rob said and enter a caption for it in Manager|Configuration|Options tab - click the Caption Button in the lower left of the window.
Then modify the POS html status bar as Rob suggested and/or modify the Customer List report to be able to list Customers with PriceLevel standard or Discount% 0 and Membership Expiration Date < today. If she runs the report daily, she can modify all Customers who's discount expires, as opposed to when they come in to by something and the cashier possibly not seeing the expiration notice in the html status bar. Or she can run it by setting the date criteria out a week and see if she has any Customer records to modify this week and on what date.
Rick Brown DataBasics
Kinnard, We developed an add-on for a fitness client that handles memberships and expirations dates. It is actually an application that runs on it's own windows system. The system has a scanner attached, when the clients come in they scan their card, the application then queries the RMS database and shows the customer information on the screen and their expiration date. If the membership is valid it shows a green bar, if it is expired it shows a red bar and makes a sound that prompts the cashier to look over and see who has the expired membership. The dates are kept in the customer custom date fields. The applicaiton shows the last 5 customers and their status in case you have a bunch of people come in at once you can see which customer had the expired membership. If you have any interest please contact us. - sales @newestech.com or
800.466.7839Casey Hanson New West Technologies
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