Promo Member type creation and applying discount can be done using the following steps:
- Create a 'PROMO' Member Type in eWinery Admin Panel:
- Log into eWinery Admin Panel
- Click 'Members' at the top of the screen
- Click 'Member Types' at the top of the next screen
- Click 'Add New Member Type' on the left
- Type in Member Type name and click 'Save'
2. Create the 100% Discount and link it to the PROMO Member type:
- Log into ProductControl
- Open CartConnect (CartConnect is only installed on one machine.)
- Select Connections on the left, and go to Customers Tab
- Click the 'Customer Discounts' button on the bottom
- Check 'Enable Customer Discounts' check box
- Check 'Active' check box, in the Discount Grid
- Using the 'Customer Type' drop-down list, select 'Member Type'
- Type the Name of the discount, so that it matches the 'Member Type' name from step 1 EXACTLY (it is case-sensitive)
3. Associate Customer with 'Member Type':
- Open Store Operations - POS
- Select CustomerCentral
- Find the Customer you would like to have attached to a Member Type
- With the Customer highlighted in blue, Click the 'Edit' button on the right
- Click the 'Web Info' vertical tab
- Click the 'Member Types' tab
- Select the appropriate Member Type
- Click 'Save Changes' at the bottom of the screen
- Click 'Select Customer' on the right (green button), and confirm Discount at the top has the appropriate discount being applied for the Customer
Congratulations, you have successfully setup a Member Type in eWinery and tied that Member Type to a customer in POS.
This method can, also, be used to easily track and allow reporting for pours. For a step-by-step tutorial to implement this, please check out:
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