Adding Customers to Clubs

Owned by Colin.Campbell
Apr 26, 2023
2 min read

To enable club customer prompt:

When the club prompt is enabled, RxOne will ask if you want to add the current customer to an existing club if the item scanned is a club item.

To enable the club prompt:

  • Select the 'Options' menu from the main Point Of Sale screen

  • Select 'Prompt To Add Club Member'

 To add a customer to a club from point of sale:

'RxOne' has one file containing names & addresses. This includes both Dispensary Patients & Shop Customers.

  • Open sale - Press F7 and type customers name - Choose from the customer from the list.

  • If the customer is not there cancel & go to Edit (Top left of window) or Shortcut Ctrl+D to add patient details. Then press F7 again and choose the new customer.

  • If you wish go to File & print Customer Loyalty Card. ( Prints on dispensary Labels )

Sell a club item then use the up arrow to highlight the item. Add to club will appear. Click on this or Ctrl+A. A window will appear to add totals for that customer if they are in your manual club. Leave 0 if a totally new person.

Finish the sale as usual.

To add a customer to a club from Clubs Utility:

Go to Tools, Clubs and Edit Club Settings. Use the "Add Club Member" button to search for a customer and add them to the Club.

 

To Merge Club Members

There is a “Merge” button on the ‘View Club Members’ screen.

Highlight two club members to merge and it will ask you which one you want to keep. Answer “No” to the first question about which club member to delete, and it will then allow you to keep the 2nd club member. The current and lifetime totals will add together.

 

To add club members in bulk

Go to new sale

Ctrl + D - Add new person - OK

Ctrl + C - Add to club & enter totals.

Note: if the person is already in the club a 'View History' button will show. When clicked, the last twenty club items and dates of sale will be displayed. This can allow you to find a specific club item they liked easily.

To add club members in bulk from one Club to another Club

You can bulk add members from Club A to Club B.

Go to Clubs, 'Edit Club Settings',  highlight the club you want to add members to e.g. Club B then click 'View Members'.  If you have no members in Club B you will need to add one member to the club first.  Once the 'View Members' page is loaded, select 'Options', 'Add Members From Another Club', then select from the drop down box the club you wish to add your members from e.g. Club A.