FooodPosWiki

Members: one member's page

One member's own page in the back office. Their figures and profile, Edit profile, Renew, Suspend, Reactivate, Delete and Restore this member, and the tabs Timeline, Points (Adjust points), Wallet (Adjust, Reload) and Vouchers (Issue a voucher, Void).

Who uses it:OwnerManagerWhere:Back office
On this page

A member's page shows everything about one member: who they are, what they hold, and everything that happened to them. From here you change their profile, renew, suspend or delete their membership, put their points or wallet right, and give or void a voucher.

Everything on the page is read from the Member Portal as it opens, and again after each change. What you change here is changed in the portal at once.

Before you start

  • To see the page, your back office access group needs Member (members, points, wallet, vouchers), View.
  • Each change needs its own tick in the same access group:
    • Edit: Edit profile, Renew, Suspend, Reactivate, Delete and Restore this member.
    • Adjust a member's points: Adjust points.
    • Reload or adjust a member's wallet: Reload and Adjust on the Wallet tab.
    • Issue, void or redeem a member's voucher; run the birthday vouchers: Issue a voucher and Void.
  • A button you have no right to is not shown.

Open a member's page

  1. In the back office's menu, under MASTERS, click Member, then Members.
  2. Click the member's row. Their page opens, in a tab of its own named Member and a number, such as Member 1024.

The same page opens from a name on Overview, on Member sales, from Open the member under Needs attention or a voucher looked up by its serial, and from a customer linked to a member.

The page, part by part

One member: the name and buttons, four figures, the profile, then the tabs.
  1. Member and ← All members: the page's title, and the way back to the list.
  2. The name and status: Active (green), Suspended (amber) or Deleted (grey). Under the name: the phone, the card number and the day they joined.
  3. Edit profile: opens the profile for changing, on the page itself. See Change the profile.
  4. Renew: adds another membership period. Not shown when your memberships never end. See Renew a membership.
  5. Suspend: for an active member. A suspended member shows Reactivate here instead. See Suspend, delete or bring back a member.
  6. Delete: takes the member off the till and the list, keeping what they hold. A deleted member shows only Restore this member.
  7. Points: the points balance, and under it what the points pay for by your points rule (pays for RM 25.00), or no points rule set.
  8. Wallet: the money the member keeps with you.
  9. Active vouchers: how many of their vouchers can still be used.
  10. Membership: the day it ends, with valid until, or No end date. An ended membership is in red, with ended.
  11. Pay later account: what the customer linked to this member owes, and what is held for them, with a link to the customer. Pay later account: none yet. It is made the first time this member is put on Pay later at the POS. when there is none. Shown only when Pay later is in your plan and you may see customers. See Pay later for a member.
  12. The profile: Phone, Email, Date of birth, Gender, Member card, IC number, Price level (the price level the member is entitled to, and until when), Last changed and Note. — for a box left empty.
  13. The tabs: Timeline, Points, Wallet and Vouchers. See The tabs.

After every change, a green box under the buttons says what was done, such as Tan Mei Ling is suspended. Hide closes it.

Change the profile

  1. Click Edit profile. The profile turns into a form, Edit profile, in the same place.
  2. Change what you need.
  3. Click Save. The big green SAVED shows, and the green box says Tan Mei Ling's profile is saved.
  4. To stop without saving, click Cancel. With changes typed, it asks Leave without saving? first.
Edit profile: the phone cannot be changed here.
  1. Name: needed. Up to 100 characters.
  2. Phone: shown, not changed. The Member Portal does not let it be changed from FooodPos: change it in the portal itself.
  3. Email: optional.
  4. Date of birth: the day birthday vouchers are given on.
  5. Gender: Male, Female, Other, or — for none.
  6. Member card: one member per card number. Empty it to take the card off the member.
  7. IC number: optional.
  8. Membership valid until: the last day of the membership, to the end of that day in Malaysia. Empty it and the membership never ends. To add a whole period, use Renew instead.
  9. Price level: the code of a price level the member is entitled to, kept in the Member Portal. Use a code from your own Price Levels. The POS does not price a member's bill by it yet. Empty it, and its date, to take it away.
  10. Price level until: the last day of that price level. Empty, with a code, means for life.
  11. Note: up to 500 characters.
  12. Save: saves the profile in the Member Portal. It reads Saving… while it is sent.

Renew a membership

  1. Click Renew.
  2. The back office asks: Renew Tan Mei Ling's membership? 365 days are added to the end date they have now, or counted from today if it has already ended. Every renewal adds another period. The number of days is your Membership lasts (days) in Member settings.
  3. Click OK. The green box says Tan Mei Ling's membership now runs to 31 Dec 2027.

Suspend, delete or bring back a member

  • Suspend: click Suspend. The back office asks: Suspend Tan Mei Ling? A suspended member is not found when a till searches by name, phone or card. Nothing they hold is lost, and they can be made active again. Click OK. The green box says Tan Mei Ling is suspended.
  • Reactivate: on a suspended member, click Reactivate. Nothing is asked. The green box says Tan Mei Ling is active again.
  • Delete: click Delete. The back office asks: Delete Tan Mei Ling? They will no longer be found at the till or in the member list. Their points, wallet, vouchers and history are kept, and the member can be restored from this page. Click OK. The green box says Tan Mei Ling is deleted.
  • Restore this member: a deleted member's page says This member is deleted. What they held is shown as it was left, and Restore brings them back. Click Restore this member. The green box says Tan Mei Ling is a member again.

To find a deleted member again, choose Deleted in the status list on Members.

The tabs

Timeline

Timeline: everything that happened to the member, newest first.
  1. Refresh: reads the timeline again.
  2. What: Joined, Bill, Points, Wallet or Voucher.
  3. Detail: what happened, in the Member Portal's own words.
  4. Amount: what the bill came to, or the points or money that moved, with + or −. A minus is in red.
  5. Balance after: the points or wallet balance after the movement.

The timeline shows the newest 300 events. Nothing yet. when there are none.

Points

The Points tab: the balance, the ledger, and Adjust points.
  1. Refresh: reads the balance and the ledger again.
  2. Adjust points: adds points or takes them away by hand, to put a mistake right. Not shown on a deleted member.
  3. What: Earned (on a bill), Redeemed (spent), Adjusted (by hand) or Expired.
  4. Points: the points that moved, with + or −.
  5. Note: the reason given. An adjustment made in FooodPos ends with who made it, such as (by Owner, FooodPos).

The ledger shows the newest 100 rows, and says The newest 100 rows. when there are that many.

  1. Click Adjust points. The window Adjust points: Tan Mei Ling opens, with Balance now: 1,250 points.
  2. Choose Add points or Take points away.
  3. In Points, type how many: a whole number above 0.
  4. In Note: why, say why. FooodPos adds your name to the note, so the ledger shows who did it.
  5. Click Add points (or Take points away). The big green SAVED says Tan Mei Ling now has 1,300 points.

Wallet

The Wallet tab: the balance, the ledger, Adjust and Reload.
  1. Refresh: reads the balance and the ledger again.
  2. Adjust: a correction, up or down. No money is taken and no bonus is added.
  3. Reload: tops the wallet up for money the member paid you. The Member Portal adds any reload bonus by itself.
  4. What: Reload, Bonus (added with a reload), Spent (on a bill), Adjusted or Refund.
  5. Spending: a member spends their wallet on a bill at the POS, never here. See Pay with Member.

Reload and Adjust are not shown on a deleted member.

  1. To top up: click Reload. The window Reload wallet: Tan Mei Ling says Balance now: RM 80.00. The Member Portal adds the best reload bonus the amount reaches, by itself.
  2. In Amount received (RM), type what the member paid, such as 100.
  3. In Note, say how it was paid, for example Cash, counter 1.
  4. Click Reload RM 100.00. The big green SAVED says, for example, Reloaded RM 100.00. Bonus RM 10.00 added by the Member Portal. Balance now RM 190.00., or No bonus rule applied. when no bonus rule was reached.
  1. To correct: click Adjust. The window Adjust wallet: Tan Mei Ling says This is a correction: no money is taken and no bonus is added. To top up for money received, use Reload.
  2. Choose Add to the wallet or Take from the wallet.
  3. In Amount (RM), type the amount.
  4. In Note: why, say why.
  5. Click Add to the wallet (or Take from the wallet). SAVED says Tan Mei Ling's wallet is now RM 90.00.

Vouchers

The Vouchers tab: every voucher the member has had, active first.
  1. Refresh: reads the vouchers again.
  2. Issue a voucher: gives the member one voucher by hand. Shown only for an Active member.
  3. Serial: the voucher's own number, such as V-A1B2-C3D4. The member shows it, or the cashier types it, to use the voucher.
  4. Worth: what it takes off, such as RM 10.00, 10% or Free item: TT01, and the least the bill must be (min RM 30.00).
  5. Status: Active, Used (with when, and how much it took off), Expired or Voided. A voucher of a monthly series not usable yet says From Nov 2026 under Active. Those that cannot be used now are drawn paler.
  6. Void: cancels an active voucher for good. See below.
  1. To give one: click Issue a voucher. The window Issue a voucher: Tan Mei Ling opens.
  2. In Voucher, choose one of your templates that is switched on, such as Welcome RM10 (WELCOME10). A line under it says what it gives: RM 10.00 off the bill, on RM 30.00 or more. Valid 30 days from today.
  3. Click Issue one voucher. SAVED shows, and the green box says Voucher V-K3F7-Q9ZP issued to Tan Mei Ling, valid to 22 Nov 2026.
  1. To cancel one: click Void on its row. The window Void voucher V-A1B2-C3D4 says Welcome RM10, RM 10.00. A voided voucher cannot be used and cannot be brought back.
  2. In Note: why, say why, if you like. It is kept in FooodPos's activity log, with your name: the Member Portal itself keeps no reason for a void.
  3. Click Void this voucher. The green box says Voucher V-A1B2-C3D4 voided.

When the Member Portal does not answer

A points adjustment, a wallet reload, a wallet adjustment and a voucher issue each act again every time they are sent: sent twice, a reload is two reloads. So their windows never send anything twice by themselves, and cannot be closed while a send is on its way.

When the portal does not answer in time, nobody can say whether it was done. The window then says so, and reads the ledger again to show you.

It is not known whether the reload went through: look before you send it again.
  1. It is not known whether this went through.: the portal did not answer. It may have done it, or it may not.
  2. What is there now: the balance and the newest rows, read again.
  3. Look again: reads them once more.
  4. It did not go through: send it again: sends it a second time. Press it only when the rows show it is not there.
  5. It went through: close: the rows show it: close the window.

Here the new Reload row is there, so it went through: click It went through: close. If even the ledger cannot be read, the window says What is there now could not be read either. Do not send this again until you have seen it. Close it, and look at the tab again in a moment.

What if…