Topic
Memberships, gift cards & stock
Memberships, packages and gift cards clients spend down over time, plus discounts, products and stock.
Contents
Articles
15MembershipsCreate a membership plan with included sessions or a wallet balance, set its rules and perks, sell it, and see who your members are.Go through a membership's rules at the counterBefore a client pays for a membership at the counter, go through how its sessions work and record that they agreed, or send a pay link instead.Give a member extra sessionsAdd sessions to a membership as goodwill, give unused sessions more time, or bring back sessions that lapsed, with a reason on the record.PackagesCreate a package of sessions, products or discounts, set its price and expiry, sell and redeem it, and see who holds one.Gift cardsSell a gift card at checkout, issue one as a gift from you, send it to the recipient, and void or resend a card from the list.Printed gift cardsMake a batch of card numbers, send the print file to a card printer, and activate each printed card at the till when a client buys it.Products and stockAdd the products you sell, set prices and stock levels per location, add sizes or shades, correct stock by hand, and group products into bundles.Purchase orders and vendorsAdd the suppliers you order from, raise a purchase order, mark it sent, and receive the delivery in full or in part so your stock goes up.Fix a failed membership paymentWhat happens when a membership renewal is declined, how Owneli retries the card, and how to get the payment before the membership lapses.Pause a membership or approve a pause requestPause a member's plan from the front desk, now or from a later day, or review a member's request to freeze it and grant the days.Run a stock countCount what is on your shelves at one location, compare it with what Owneli expects, and correct stock in one step when you finish.Transfer stock between locationsMove products from one location to another. Create a transfer, send it when the box leaves, and receive it when it arrives, which is when stock moves.Reorder low stockSee which products have dropped to their reorder point at a location, grouped by vendor, and turn each vendor's list into a draft purchase order.Create discounts and dealsCreate promo codes, flash sales and last-minute offers, choose what they apply to and who can use them, and see what each one cost.Gift card liability and expirySee how much you owe on gift cards, read the liability ledger, reconcile it each month, and know what happens when a card expires.
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