NexPOS Operations Manual

Part 2 · Merchant Admin

Members and their balances

Merchant-wide task. Members carry a discount, a stored-value balance and points across every branch.

Add or edit a member

  1. Click Members. Find someone with Search name / phone / email, or click New member.
  2. Enter the Name (required), plus Phone and Email.
  3. Set a personal Discount %, or assign a Group to give them the group's default discount instead.
  4. Click OK. The row shows the member's discount, group, stored balance and points.
Members table with name, phone, email, discount percent, group, stored balance and points columns and edit, top-up, logs and delete links
Stored balance and points are read-only here — they change through top-ups and through sales at the register.

Top up a stored-value balance

  1. Click Top-up on the member's row. The dialog title shows their current balance.
  2. Choose the Type: Recharge to add value they have paid for, Spend to take value off by hand, or Expire to write value off.
  3. Enter the Amount, add a Note, and click OK. The balance in the table updates.
  4. Click Logs on the row at any time. The Stored-value logs drawer lists every movement with its time, type, amount and note, and reads No data for a member who has never been topped up.

Member groups

  1. Click Member groups, then New member group.
  2. Enter the Name and the Default discount %, and click OK.
  3. The group is then selectable in every member's Group field.
Delete on a member row removes them along with the ability to look up their history. Clear their discount instead if you only want to stop giving them a better price.