Striven HELP
Trade+ Card Configuration
Instructions on configuring a Trade+ Card to be used in any participating Mitre10 store.
Striven use a Loyalty Account to track the Trade+ Debtor Transactions.
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1 | Set up a (default) Trade+ Debtor Discount Matrix. Go to: System Manager, Debtors, Enter Discount Tables. Press F5-New, B-Custom entered new code Enter the code as TRADEPLUS. Assign a (default) Discount structure for ALL Departments (or a specific range of departments). e.g. 5% for ALL Departments/Groups/Finelines |
2 | Set up a Trade Plus Debtor. Click on Debtors, Enter Debtors. Click F5-New. Then, B-Custom Entered New Code. Enter "$TRADEPLUS" as the Debtor Name. Ensure the Debtor Type is one of the Cash Debtor Types. Assign the Debtor Matrix configured (in step 2, above) to the Trade+ Debtor. |
3 | Set up a new Loyalty Code called TradePlus. Click on System Manager, Loyalty System, Enter Loyalty Codes. Press/Click F5-New. Enter the Name of the Loyalty Code as TRADEPLUS, with a Loyalty Description of Trade+, and an Alpha-sort of TRADEPLUS. Ensure the Loyalty Type is Trade Plus, and the Status is Active. Ensure that Allow Debtor Discounts is YES. |
4 | Two Card Ranges must be added to the grid at the bottom of the page. Click/Highlight the grid and press F10-Add Grid Line. The 1st card's Search Description is "Trade Plus 98", and it needs a Card Template of 98IIIIIIZ The 2nd card's Search Description is "Trade Plus 99", and it needs a Card Template of 99IIIIIIZ The Range From/ Range To for both of these Card Ranges needs to be from 1 to 999999
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5 | Link the $TRADEPLUS Debtor that you created earlier to the new TRADEPLUS Loyalty schema. Press Shift-F3 to bring up the Tools menu: Select option B - Assign single System Debtor. Search for, or type the $TRADEPLUS Debtor Code into the search. F9-Save. F9-Save the link to the $TRADEPLUS Debtor. F9-Save the TRADEPLUS Loyalty schema. |
6 | To use the Trade+ card in POS: Scan the Trade+ App into the Stock Code field. |
7 | ...to automatically switch to the TradePlus Cash Account. The scanned code will be displayed under "Loyalty Points". |
8 | Entering a Stock Code will load that product line with the assigned (TRADE+) Discount structure (from step 2). |
9 | The Trade+ Card Number will print on the bottom of the Debtor Receipt. |
10 | Sales Data: The Trade+ Card Number will be extracted on the Sales line (Record Type 21) in field 13. |