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.

Action

Action

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

 

 

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.