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FoodServa and POSERVA

Members, Tiers and Member Discounts

Updated · 633 words · 4 min read

Members in FoodServa and POSERVA are your registered customers. Each member has a profile, a membership plan (tier), a credit balance, reward points and a purchase history. Membership plans let you give each tier its own discounts, which are applied automatically when the member is attached to a sale. It is used by front-counter staff who register customers and by managers who run the loyalty programme.

Before You Start

  • Front-counter staff can add members from the Operations screen. Creating plans and discount rules needs a manager role.
  • On a phone, use the Members and Tiers tiles.

Add a Member

  1. On the Operations screen, press Add New Member. On a phone, open Members and press Add Member.
  2. Enter the member's Name, Phone and Email.
  3. Optionally add Gender, Date of Birth, and an ID Type (NRIC, Passport or MyTentera) with the ID Number.
  4. Choose a Membership Plan if they are joining a paid or free tier.
  5. Save the member.

Find and View a Member

  1. Open Members and type in Search by name or phone....
  2. Select the member to open their profile.
SectionWhat It Shows
ProfileContact details, Member Since, Current Plan and Plan Expiry
Current BalancesCredit Balance, Reward Points and Tokens
Lifetime StatsTotal Spent, Total Saved, Paid Invoices, Last Visit and Spending Rank
ActivityRecent invoices and balance changes

Press Edit Profile to change details and Save Changes to keep them.

Adjust a Member's Balance

Under Admin Actions, managers can add or deduct credit. Enter the Amount (use a minus sign to deduct, for example ''-5.00''), choose the Credit Sub-Type where shown, and type the Reason. Every adjustment is kept in the member's history.

Create a Membership Plan (Tier)

  1. Open Tiers and press New Plan.
  2. Enter the plan Name, for example ''Gold'', and the joining Fee.
  3. Set the Validity in days. Enter 0 for Lifetime.
  4. Optionally add Joining Rewards, such as Base Credits, Bonus Credits or Reward Points.
  5. Press Create Plan.

To change a plan later, open it and press Edit Plan. The plan shows its Active Members.

Set Member Discounts

Each plan can carry discount rules for different kinds of sale. For FoodServa and POSERVA, use the POS Items / F&B category.

  1. Open the plan in Tiers, go to its General tab and press Create Discount (or Add / Replace Rules if the plan already has rules).
  2. Choose the Category POS Items / F&B.
  3. Choose the Discount Type: Percentage (%) or Fixed Amount.
  4. Enter the discount, and optionally a Min Spend and a Max Discount.
  5. Press Save.

Managers can also set discount rules in Settings > Member Discounts with Add Membership Discount. There you choose the Membership Plan, the Discount Type, the Minimum Spend Amount and the Maximum Discount Limit, and set Invoice Line Discount Rules or an Invoice Additional Discount.

When a member on that plan is attached to a sale, the discount appears in the bill under Member Discount automatically.

Frequently Asked Questions

Why Did the Member Discount Not Apply?

Check that the member is attached to the sale, that their plan has not expired, and that the bill meets any Min Spend. Also check the rule is for POS Items / F&B.

Can a Member Use a Coupon and a Member Discount Together?

Only if Allow stacked member and coupon discounts is turned on for your business.

What Happens When a Plan Expires?

The member no longer receives that plan's discounts until the plan is renewed. The profile shows the Plan Expiry date.

Can I Send a Member a Password Reset?

Yes. From the member's profile, press Send Password Reset and confirm with Send Email. The member must have an email address on file.