CRM Membership Sale

1. Start Sale

  • Open POS Sales screen
  • Start new transaction

2. CRM Step (IMPORTANT)

You may:

  • Select existing CRM member
    OR
  • Create a new CRM member during the sale

CRM creation and membership sale can be done in the same transaction.

Note the membership item can be set to demand a CRM saving this step manually, if so selecting this item on a sale without a CRM member will ask the member details.

3. Sell Membership

  • Add Membership stock item as normal sale line
  • Proceed with payment as usual
  • Customers expiry date will automatically be set by the POS/

4. Automatic Expiry Rules

Membership duration

  • Taken from stock item setup (months)

Let:

  • N = months on stock item
  • Today = transaction date
  • Current Expiry = CRM expiry date

Case A – New or Expired Member

Applies when:

  • New CRM, OR no expiry, OR expiry is in the past

Result:

  • Expiry = Today + N months

Case B – Active Member

Applies when:

  • CRM expiry is still valid (future date)

Result:

  • Expiry = Current Expiry + N months

5. Key Rules

  • Early renewal does NOT lose remaining time
  • CRM + membership can be processed in one sale
  • System updates expiry automatically at sale completion
  • No manual expiry editing required

6. Important Notes

  • Changing membership duration in stock only affects future sales
  • Logic is based on transaction date
  • CRM must be selected/created before finalising sale