Platic card for a discount

The barcode would need to represent the Customer's Account Number. If you get preprinted cards, when you create a new customer, just scan the card into the Account number field before saving the customer. If you want the customer to get a 10% discount, assign it in Customer Options. Use F7 to assign a customer to a sale and scan their card - it will set the transaction to their Customer Record and apply their discount.

If you do this, it is usually better to use a Price level than a blanket discount - you get more control of the discount applied to each item.

Glenn Adams Tiber Creek C> Hi,

If all of the cards scanned as the same value, you could have an add-in that detects that item and applies a transaction wide discount when it is scanned.

That wouldn't tell you which customer was getting the discount though.

I guess you could do the same thing by creating an individual item for each customer, but IMHO, that's crazy.

I shop at two stores that use discount cards:

1) Safeway - they use an MSR based card and it is swiped by the customer at a payment terminal. This is part of the tender process, not part of the transaction. You might check with TPI software; they have an add-in for RMS that allows you to use the right type of terminal to do this, but I don't know if they can read a customer/loyalty/discount card or not.

2) Giant - they use a barcode based card that is scanned by the cashier. It can be scanned at any point in the transaction, but the cashier has to press a button to indicate they are getting ready to scan a member card. It's not just scanned like an item. This is essentially the same process as I ahd outlined before.

Also, both of these systems can find the customer by phone number - also possible in RMS, but Phone Number is not certain to be unique in RMS.

Glenn Adams Tiber Creek C> that great, but is there any way to just scan the card and get the discount

I have figured out how to use the cards and set up the discounts using the price levels. My question is, if I want to use Membership cards that expire on an annual basis, how do I configure RMS to alert me that a customers Membership card is expired?

Enter the expiration date in one of the Custom Date fields. Modify Status.HTML to display a warning based on that date. There is JavaScript in Status.HTM and in DrillDown.HTM that should give you enough sample code to figure out how to do this.

To go beyond a visible cue to the cashier and actually block the sale or remove the discount would require a much more complex add-in and you might want to check around for pre-existing add-ins that already do this.

Glenn Adams Tiber Creek C> I have figured out how to use the cards and set up the discounts using the

Glenn, Thank you for your reply. Not being a programer...where am I looking for the status.html and drilldown.html? Is this in the customer field when I set up the custom date? I assume by what you are saying, I would be able to create a unique expiration date for each customer based on the date they purchased the card and the date I want it to expire. Thank you in advance, Brian

First go to SO Manager, File/Configuration. Click the "Captions" Button. Go to the Customer Tab. Pick onte of the unused date fields and give it a caption of "Membership Expires".

Now, when you go to Customer Properties in either POS or Manager, on teh "Custom" tab, one of the fiedls will show "Membership Expires" and you will be able to enter a date.

Status.htm and Drilldown.htm are in the folder: C:\Program Files\Microsoft Retail Management System\Store Operations\HTML (assuming a default install). Status.htm is the default file that displays the blue area at the top of the POS screen (again assuming a default install). By default it displays the Custom Text fields, but you can very easily change "CustomText" to "CustomDate" to display the Expiration Date. You could add a little extra logic to change the text color to red if the date has passed...

Glenn Adams Tiber Creek C> Glenn,

Glenn, Thank you very much for your information. If you have time and dont mind I would be curious how to change the text color to red. Also, where can one find the information on how to learn all these programming tricks that you dispense here in this forum? Thanks again for your help and your patience