Member Management software

US-Ping Member Management System Internet Edition user manual (member management system, membership card management software, chain member management software)

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usage requirements and precautions:

1, support Win2003, Win7, Win8, win2008, win2012, WinXP;

2, need to have. Net FrameWork3.5 SP1;

3, server-side installation required iis,swin2003 The IIS versions in 6.x,win2000 and WinXP are all 5.x;

1, recommended to use IE8 above browser;

2, because some windows in the system To the pop-up window, so the customer's IE to allow pop-up windows,

3, if the customer wants to make small ticket printing, you need to set the page margin, header, footer in IE's page setup;

First, the system overview:

The U.S.-Ping member management system of the Internet version is divided into six main function modules, respectively, described as follows:

1. Member consumption

This module is you most often use of a module, peacetime members of the stored value of consumption, the consumption and points for the redemption of goods, member inquiries are in this function module.

2. Member Management

"Member management" is the main implementation of the daily maintenance of membership card management work, you can complete the membership of the addition, modification, deletion, inquiry, deposit (membership card stored value), Exchange card, membership card transfer, membership card loss and cancellation of the loss and other operations

3. Event Reminders

Event reminders include Add, modify, delete event reminders, and in this function module can see the day's reminders and all the event reminders;

4. Statistical report

This refers to all the statistics related reports that need to be used in the system, including all the statistics report of the member, the member consumption statistic report, the member top-up statistic report, the statistic report of the redemption commodity, and a statistic report on the whole operation situation, in the report module, all provide the more detailed inquiry condition, Depending on the query criteria, you can generate the results of the report you want, for example, you can select the date period to generate the corresponding monthly report, the annual report, you can select a branch to generate a report of the business situation, and so on, the above report provides printing capabilities.

5. System settings

System Setup function module, for the daily maintenance of the system, including the initialization of the system settings, such as the membership card level, membership card concessions, inventory items, for the redemption of goods, when consumption shows change window, reminders related, points related, and system users, system roles, branch related, Settings for database management and system operation logs, etc.;

6. Handover Management

After clicking on the management of the handover, the system displays the business data statistics of the day, including the turnover of the salesperson, all business documents, membership card top-up documents, and a concise summary of the documents, for each document also provides a printing function.

Second, the system each function module detailed use instruction:

System Login Member consumption Member Management Event Reminders Statistical reports System settings Handover Management Exit system

(a) system login

After entering the login interface, enter the user name and password assigned to you by the system administrator and log in to the system. Once logged in, the system will present a different user interface depending on your role and your permissions. For example, your user role is "branch Manager" (the specific roles and permissions are described in the specific steps below), then you will only see the data in branch one when you log in, and the report section is also the report for the branch one, if your user role is "head office Manager" and has the permission of the head office manager, Then you can see the member of the head office, and the statistics of all branches;

This module is you most often use of a module, peacetime members of the stored value of consumption, the consumption and points for the redemption of goods, member inquiries are in this function module.

(b) member consumption

1. Member consumption operation procedure: Select the member to add the consumption charge to determine;

(1) Select a member

Login to the system, the default to enter the member to add the consumption of the page, you can click the "Browse ..." button to select a member, you can also directly enter the membership card number, click on the "Query" button to select Members, select members, members of the details and consumer documents will be displayed, the specific operating interface see (Figure 1.1)

(2) Add consumption

If the stored value card consumption, click the "Add Consumption" button, will pop up the "Add Consumption" dialog box (1.2), if the amount of the membership card is greater than 0, the payment method will automatically select "Stored value card consumption", otherwise you will choose "Cash consumption", you can not select goods, direct input consumption amount, hit Enter to determine, or click "Charge OK" to checkout, if you need to record the consumption details, please add goods in the following list of product information;

If the consumption, click on the "Consumption" button to open the "Consumption" window (1.3), select the consumption of the consumer items, click on the right side of the "+/-" icon, increase/decrease the number of consumption, input notes (optional), click OK;

If you are making points redemption items, click on the "Redeem points for Products" button to open the "redeem Points for Products" dialog box (e.g. Figure 1.4), shown above is used to redeem the list of goods and redeem points, the following is the Redemption list, click on the list of products added, add the item for redemption, in the following can modify the number of redemption, you can also delete the redemption items, and finally click "OK" to complete the redemption.

(Figure 1.1 Select member)

(Figure 1.2 Add consumption)

(Figure 1.3 Redemption of goods)

2, Member inquiries

Can follow the membership card number and the name of the query, in the query results list, double-click a user will pop up a shortcut action layer (1.4), for quick action;

(Figure 1.4, shortcut channel)

(c) member management

1. Add a Member

function title, need to explain is, add members at the same time, you can directly add to the members of the consumer items, the upper information please carefully fill in the lower information for the optional information, if you want to add a spending item, select the "Consumption Items" tab, increase the consumption items, and finally click "Add" button to complete the member's Add, See the operating interface (Figure 2.1 adding members)

(Figure 2.1 Adding a member)

2. Membership List

Membership list module, the main implementation of view member information, modify, delete member features, the default will be used to display the information, if you want to see more detailed information, click on the right of the "detailed" button, will pop up a detailed dialog box, the specific interface 2.2 is shown;

This module also supports the quick operation, directly on the member information double-click on the member can be quick operation, the interface with Figure 1.4

(Figure 2.2 member list)

3. Member Deposit

First click to browse or enter the membership card number, select the member, the system will show the members of the relevant information, including basic information and consumption items information, if you want to deposit the membership card, enter the deposit amount in the renewal amount, and then position the cursor to the actual renewal text box, the system will be based on the preferential method, automatically calculates the actual renewal amount;

If you are renewing the consumption items, please click on the edit on the right side of the consumption item, enter the payment amount, the number of remaining times, click "Update", you can also delete the consumption items, or add the consumption items;

Operating interface 2.3 is shown;

(Figure 2.3 Member deposit)

4, Member Exchange card

First select the member, enter the new membership card number, click "OK", the system will be prompted whether the operation is successful, the interface 2.4;

(Figure 2.4 Member change card)

5. Membership Card Transfer

Operation steps: First select the transfer out the account membership card number, and then choose to transfer the account card number, enter the amount of the transfer, the default is to turn out the total amount, if you want to transfer out the specified amount, then select the amount to transfer out the amount, enter the amount to be transferred out, click OK; operator interface 2.5;

(Figure 2.5 Membership card transfer)

6, Membership card loss

Select the member, enter the membership card password, click "OK", if the membership card has no password, please direct point to determine, operating interface 2.6 is shown;

(Figure 2.6 Membership card loss)

7. Cancellation of loss of reporting

Operation with the reporting module;

(iv) event reminders

This module mainly completes the reminder function of the event, including five kinds of reminders: one-time reminders, weekly, monthly, yearly and birthday reminders;

1. Reminder of the day

Display the day's reminders, if the "System settings" set, then after you log in to the system, the daily reminder window will pop up, the content displayed in this module is the same as the content of the reminder shown in 3.1;

(Figure 3.1 Daily reminders)

2. All reminders

This module shows all reminders of the corresponding branch in the system;

(Figure 3.2 All reminders)

3. Add Reminders

(Figure 3.3 Add a reminder)

(v) Statistical statements

1. Statistics of Members

Display all the member information, you can export Excel, print, you can also generate the corresponding report according to the conditions, for example, according to the time of the membership of a month to statistics information, you can choose after the date of accession, such as 2008-08-01 to 2008-08-31, so that you can count 2008 years Statistics of membership in August, 4.1;

(Figure 4.1 Member status Statistics report)

2. Member Consumption statistics

(1) Summary of members ' consumption

This tab shows all the consumption and amount summary information, you can filter according to the above conditions, the same for example, the statistics of a certain date period of consumption information, you can choose the time period of the consumption date, click on the query, query conditions there is a branch of choice, if you are not head office manager, This will only check the consumption summary information of the store you manage, if you are the head office, you can view the data of all branches, as shown in Interface 4.2.

(Figure 4.2 Member consumption Statistics report)

(2) Details of members ' consumption

This tab shows the consumption details of all consumption orders, the same can be based on the criteria to query the corresponding data, generate the corresponding report, the specific interface and figure 3.5 similar.

(3) member consumption ranking

This option is based on the member's consumption amount in reverse order, the same can be obtained according to the conditions you want to report results;

(4) member's recent consumption

The main implementation of this tab to view the recent consumption of the member's information, operating interface 4.3 is shown;

(Figure 4.3 Recent consumption statistics of members)

3, Member Recharge statistics

Displays all the member's recharge information, the bottom has the recharge amount and the preferential amount summary, 4.4 is shown;

(Figure 4.4 Member recharge status statistics)

4. Exchange of merchandise statistics

Statistics on the exchange of goods in a certain period of time, operating interface 4.5 is shown;

(Figure 4.5 member exchange of goods statistics)

5. Comprehensive statistics

(1) Check the same-day recharge, recharge the month, or specify the time period of the recharge information, the specific interface shown in Figure 4.6;

(2) To view the comprehensive data information, including the statistics related to the renewal of the membership (number of renewals, the total amount of the renewal, the total amount of the offer) and consumption-related statistics (stored value card consumption of how much money, the amount of cash to spend, how much money, how much money to spend, etc.), the specific information shown in figure

(Figure 4.6 General information statistics)

(Figure 4.7 General information statistics)

(vi) System Setup

This module is formally used in the system, you need to carefully set up the module, through the relevant settings of this module, the system according to the settings in this module for the corresponding processing operations, it is recommended that you formally use the system, carefully set up this module.

This module general method of operation, will not repeat the following:

(1) If you want to modify an item, select the current check box of the item, and then click Modify, only one can be selected when modifying;

(2) If you want to delete a few items, first select the items to delete, you can select multiple, and then choose Delete;

(3) The check box at the title bar for the full selection;

1. Membership Card Settings

Includes loyalty card level settings and loyalty card preferences.

(1) Membership card level settings, such as the initial system settings of the scattered guests, ordinary members, intermediate members, senior members, etc., you can also be set according to their own circumstances; You can add a new membership card level, or modify, delete the existing membership card level;

(2) Membership card preferential way set, there is no preferential, deposit preferential, convert cash, deposit preferential way: actual deposit = Paid deposit *x, such as x=1.2, then customer pays 100 yuan, the card will actually deposit 120 yuan; convert cash preferential way, can set consumption how many yuan, convert cash how many yuan;

Description: Preferential mode block temporarily only support these preferential methods, if you need to have other preferential methods, you can consider the upgrade process, it is recommended not to delete the system in the initial set of these preferential methods;

This module operation interface 5.1 is shown;

(Figure 5.1 Membership card settings)

2. Product Setup

(1) Product category setting

Add, modify, delete the product category, in the later add the product, will use this category;

(2) Redemption item settings

Add, modify, delete the items used for the redemption of points, add or modify, you can specify an item, how many points to redeem;

(3) Product setup

Add, modify, delete goods, this part of the goods, will be displayed in the member consumption, for choice;

This module operation interface 5.2 is shown;

(Figure 5.2 Product Setup)

3. Integration settings

(1) General merchandise points set

This part mainly set up some rules of the integration, such as how many dollars to spend a point, the cumulative consumption of how many dollars to start points, stored value card integration rules is the integration of consumption or accumulation of points, etc.;

Hint: in which the introducer points, the recommended points, multi-level integration, the current function for some reason temporarily did not realize;

(2) Special product points set

This function is mainly used to achieve the promotion of goods, for certain products can set special points;

The specific operating interface of this module is shown in Figure 5.3

(Figure 5.3 points setting)

4. Database Management

This module can back up your database, or restore, the system records the backup history, it is recommended that you regularly back up the database, in case you have a database corruption, to restore data, you can also delete a backup record.

The backup here is a full backup, and each backup will generate a new backup file, named after the current date and time.

Specific operating interface shown in Figure 5.4

(Figure 5.4 Database management)

5. Other Settings

Including the reminder settings and member consumption settings, the interface of the instructions are relatively clear, here no longer repeat, the Operation interface 5.5;

(Figure 5.5 Other settings)

6. Store settings

This module is used to set up your various branches, in this module, you can according to the actual situation of their enterprises to add, modify, delete branch, a branch corresponding to a total owner, which will be reflected in the user management in the back, user interface 5.6 is shown;

(Figure 5.6 Branch settings)

7. Role Management

In general, there will be a super administrator, a head office administrator and a number of branch administrator roles, the Super administrator has all the permissions to assign permissions to other roles, such as user management, branch management, role management, these permissions should be only for the Super administrator, so that with Super administrator login, into role management, The specific operating interface is shown in Figure 5.7, click on the Head office administrator or other roles to assign permissions, select "Assign Permissions", open the page shown in Figure 5.8, and then remove the "branch settings", "Role Management", "User management" before the check; You can also assign specific permissions to each role according to your specific situation, and you can control it yourself.

(Figure 5.7 Role management)

(Figure 5.8 Assigning permissions)

8. User Management

In this module, you can view the current user list of the system, add, modify, delete the system user, operator interface 5.9, as well as assign a role to the user. There is no direct relationship between users and permissions in the system, the user through the role to share permissions, so that as long as a few fixed roles to assign the appropriate permissions, and then assign roles to the user, in addition to assigning roles, but also to specify the user responsible for the branch, click the user name of the hyperlink, will be transferred to the user role and the location allocation page, the specific operation interface 5.10 is shown.

(Figure 5.9 User management)

(Figure 5.10 Assigning roles and responsible branches)

9. Log Management

Log the operation of the whole system daily, Operation interface 5.11.

(Figure 5.11 System operation Log)

(vii) handover management

1. Statistics of handover

This feature is used for the turnover of the salesperson, a statistic of the personal business data, including the member's consumption situation, the member recharge situation, the exchange of goods, and a comprehensive statistics, almost including you care about the salesperson on duty during the operation of all the data information, basic operating interface 6.1, 6.2 is shown.

(Figure 6.1 Member consumption information)

(Figure 6.2 Comprehensive data)

(eight) exit system

When exiting the system, it is recommended that you exit the system through this button, try not to use the IE Close button, because this button, the system will automatically clean up some of the server resources you occupy, to improve the performance of the software.

Member Management software