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Setting up MicroSale as a "Members-Only" POS System

MS Info
  • Updated

MicroSale can be configured as a "Members-Only" POS system, ideal for establishments like VFW, American Legion, and similar clubs. This setting restricts ordering privileges to members exclusively, offering several advantages for enhanced security, personalized member experiences, and streamlined financial management.

This feature is a restrictive house account type known as a "Membership".
Key Benefits

Exclusivity & Added Security:

  • Restricting ordering to members-only adds an extra layer of security to your establishment.
  • Access to the POS system and placing orders is limited to verified members, minimizing the risk of unauthorized members taking advantage of the establishment's private services.

Personalized Member Experience:

  • Members enjoy a more tailored and efficient experience when placing orders.
  • The system recognizes and caters to individual preferences, providing a personalized touch during transactions.

Easy & Convenient "on-credit" tabs

  • Members can pay on "credit", and the accrued balances can be sent via email as an end-of-month invoice.

How to use Memberships

  1. Before an order can be entered in the POS, the membership card or number must be entered.

    1. Either swipe the membership card, enter the membership number (or ID), or use Search All to find the member who may have forgotten their credentials.

      Alternatively, hitting "Done" without entering any letters or numbers displays a list of all accounts in the system.

    2. After the member information is entered, it links to a check #, tab, or table (depending on how the check was initialized).
    3. When its time to settle the check, tap on Pay Order and tap the payment type (tender type) labeled House Account.
    How to change the membership account before payment:

    If necessary, tapping the "Change Member" button at the top left of the screen will allow you to input an alternate account for charging.

    Note: When Memberships are enabled, all ordering is restricted to members-only.

    Setting up your system to use Memberships

    Part 01

    Configuring Terminal Settings

    Managers Menu -> Register Setup -> Terminal Configuration -> Register Options -> Terminal Setup

    1. Under Membership Settings, enable Member Account Required
      With this enabled, the POS system is closed for non-members. Only active members can purchase items through the POS system. This option also enables a search; an employee can search to find the customer’s membership information by name.
    2. Enable Account Verification:
      This option provides access to verify a membership from the ID screen or create a new account
    3. Optionally, you can disable the hand-key name search and force the use of the member's swipe card or member number.
      This provides the most security, but may cause member dissatisfaction if the card and/or number is forgotten. To use this option, enable Member Account by Number.
    Part 02   |   Creating your members' accounts

    This feature is a restrictive house account type known as a "Membership".

    After the Membership Terminal Settings are completed, you can make the membership accounts.

    Managers Menu -> Gift Certificate / House AccountsMEMBER1.png

    1. Select the dropdown at the top and choose Membership

      1. There is also a checkbox for Pre-Paid Balance Only. This will not be used for membership accounts. 

    2. Under Customer Information;
      1. Type in the member's full name
      2. For the Main Account Number, swipe the membership card or enter in their membership number (must be more than 5 characters)

      Select Save Account Information when completed

      *You can also restrict Meals Per Day, Daily Limit, and Period Limit.

      You could also have a discount be used every time this account is accessed.

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