Set up the SKU Attribute

1. Navigate to Setup > General Settings > Attribute tab.
2. Create a SKU Attribute named Membership Lead Days.
3. Select the format as Integer.
4. Select Add New Attribute.

Create the Membership SKU

1. Fill in the required information as you would a normal SKU (including the Price of membership).
2. It is recommended that a custom SKU be created rather than a generic code.
3. Fill in a value for the Membership Lead Days attribute.
4. This value will be an Integer that represents the number of days you want the membership to last from the transaction date.

Create a Customer attribute with the SKU

1. Select the Attribute tab.
2. Select the type as Customer.
3. Name it “XYZSKU_MembershipExpiryDate.”
4. Select the format as Date.
5. Select Add New Attribute.
6. Restart the POS software.

Create the Discount Rule

1. Select Create Advanced Rule.
2. Select the discount percentage you would like your membership to offer.

Set Your Discount Rules Conditions

The conditions for your discount rules should be as follows:

For the Build Query, you must set it as follows:

• Sku = (your SKU that will receive a discount from membership)
  • This is not the same SKU as your membership SKU. You may set it to more than one SKU.
• MembershipExpiryDate <= (less than or equal to) 0

Test Your Work

Log into the POS and ring up the Membership SKU to the customer. When you access that customer’s screen, it will show that the Customer attribute WAX3M_MembershipExpiryDate has been automatically set to the transaction date plus 90 days (or any applicable membership duration). 

The SKU(s) previously included in the Discount Rule editor will now be automatically discounted for that customer until their membership expires.