Office - Release Notes

Enhancement

Membership - Credit Book Types

• Improves how the system handles credit book types that filter by Item Category to allow for overlapping Credit Book Types.
  
  Use Case:  Previously, when Credit Book Types with Item Category Filtering overlapped, the system would prompt an error and would not allow the overlapping Credit Book to be saved. 

Previous Error:

Now, create overlapping Credit Books within Areas, and successfully manage payment application in the POS for the multiple Credit Book Types.

For example, a Credit Book Type allowing All Item categories to be applied and a separate Credit Book Type filtered to Food & Beverage Items only (alcohol excluded) can be created in the Membership module, and payment application can now be managed directly in the POS when settling a ticket.  See below enhancement for more information.

POS - Credit Book Settlement

• Added a new Credit Book Selection dialog to POS that allows a user to better handle the application of available credit books to a ticket when a member has multiple credit book types that can apply to one or more items on the ticket.

Use Case: Previously, as noted above, credit book types with Item Category filtering that overlapped could not exist.  Now, easily manage overlapping Credit Book types when settling a ticket at the POS.  Available (or total balance on the credit book) will be displayed for reference.  Eligible amounts are calculated based on Item Filters in the Credit Book setup, and are the balances that may utilized.  Choose Manual to enter specific amount(s) to selected Credit Books, or choose Max to apply all eligible charges to selected Credit Book.

For example, the ticket total shown is $29.99, with the $3.35 Bud Light being the only item not eligible for the Weekend Promo Credit Book option listed above (as alcohol was intentionally excluded when setting up this credit book).  When Credit Book settlement option is selected for payment at the POS, Credit Book selection dialog box opens, and eligible amounts are calculated.

As seen below, the Weekend Promo covers everything but Alcoholic Beverages ($26.32). The User now has the option to use the Bar and Lounge Credit Book or the Food Promo Credit to cover the remaining amount ($3.67, Bud Light plus taxes and service fees).

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