Follow

Customer Image in Fulfillment

Customer Images is a new feature that allows clients to add a picture of a customer to their membership cards or festival passes. Some of your patrons may have purchased a membership or pass but have not uploaded their images.  This tutorial will show you how to filter the orders in fulfillment that have images versus those that do not have images.  This will allow you to contact those customers about getting an image before printing their passes or membership cards.  

1. In the Sales application, click on Support Functions and then Fulfillment

Fulfillment.jpg

2. Open the Membership Fulfillment page. 

Membership.jpg

3. Click on the Pass or Membership program to see all of the Orders to be Fulfilled. Under the Member Name column,  you will see orders that do not have an image associated with the order.  

2018-04-04_152432.jpg

4. Click on  Hide Orders Needing Profile Images box on the bottom left of the window. This will allow you to filter and only print the orders that have images associated with the pass or membership. 

Hide_orders.jpg 

5.  To add an image to an existing membership/pass order, check the box next to the order.

6. Click on the Add to Scratch Pad button at the bottom of the screen then select Go To Scratch Pad. 

CIFUL1.jpg

7. Click on the Order Number on the Scratch Pad. From here you will be able to go in and edit the Customer Record to add the image.  To learn how to Edit a Customer Record, click here

 scratch_Pad1.jpg

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments