How To Setup Incard In Dynamod

 

1. Incard System Setting

 

i. Go to [Start] – [POS Management] – [Setup] – [POS Settings] – [INCard System Setting] (Fig. 1)

 

Fig. 1
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Or you can just type “INCard” at the System Menu screen and all icons related to INCard will appear (Fig. 2) and select “INCard System Setting”


Fig. 2
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ii. Click on [+] to create an INCard setting (Fig. 3). Picture shown are the recommended settings.

 

Fig. 3

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2. Create INCard Account Codes

 

i. Go to [Start] – [Accounting Module] – [Setup] – [Chart Of Account] (Fig. 4)

 

Fig. 4

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ii. Create 5 new account codes for INcard as below: -

 

Fig. 5

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Parent Account

Account Number

Description

Current Liabilities

40001

INCard Prepaid

Current Liabilities

40001R

INCard Prepaid Return

Current Liabilities

40002

INCard Points

SALES

50031

INCard Sales

SALES

50031R

INCard Sales Return

 

 

3. Create INCard Payment Type For Touch Series POS

 

i. Go to [Start] – [POS Management] – [Setup] – [POS Payment Type] – [Payment Type]

 

Fig. 6

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ii. Create 2 INcard Payment Type as below: -

 

Fig. 7

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Code

Description

Payment Type

INCARD PRE

INCard Prepaid

INCard Prepaid

INCARD PTS

INCard Points

INCard Points

 

 

 

 

Once you save, a screen will prompt to setup GL mapping. Click “Yes” and a [Setup Company GL Mapping for Payment Collection] screen will appear (Fig. 8). Click (+) to add the mapping. Select the payment code just created and key in the correct Account Number created in Chart Of Accounts.

 

Fig. 8

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iii. Next, go to [Start] – [POS Management] – [Setup] – [POS Payment Type] – [Payment Type Template] (Fig. 9). Select “Default Payment Tempplate” and Click [Edit] to insert the 2 new Payment Type as shown in Fig. 9.

 

Fig. 9

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4. Create “INCard” Customer Group

 

This is for the purpose to download all existing INCard members into Dynamod database

 

i. Go to [Start] – [Customer Module] – [Setup] – [Customer Group] (Fig. 10)

 

Fig. 10

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ii. Click (+) and create a [Customer Group ID) “INCARD” as shown in Fig. 11.

 

Fig. 11

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5. Preparing INCard Items for POS Transactions

 

This is for the purpose to enable POS to perform INCard Renewal and Top-Up credit.

 

i. Go to [Start] – [Inventory Module] – [Setup] – [Stock] (Fig. 12)

 

Fig. 12

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ii. Click (+) to add the following items for INCard (Fig. 13) as shown below.

 

Fig. 13

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StockID

Barcode

Description

Price1

INCARDRENEWAL

10001

INCard Renewal 1 Year

18.00

INCARDTOPUP100

10002

Incard Top Up RM100

100.00


6. Setting INCard Renewal Item For Touch Series POS Transactions

 

i. Go to [Start] – [POS Mannagement] – [Setup] – [POS Settings] – [INCard Renewal Stock] (Fig. 14)

 

Fig. 14

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ii. Click (+) to add the INCard Renewal item created just now as shown in Fig. 15.

 

Fig. 15

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Note:

The renewal item, once saved, cannot be deleted. If the wrong stock had been chosen, then [Edit] and marked this item as non-active.


7. Setting INCard Top-Up Item For Touch Series POS Transactions

 

i. Go to [Start] – [POS Mannagement] – [Setup] – [POS Settings] – [INCard Prepaid Stock] (Fig. 16)

 

Fig. 16

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ii. Click (+) to add the INCard Prepaid Stock created just now as shown in Fig. 17.

 

Fig. 17

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Note:

The prepaid item, once saved, cannot be deleted. If the wrong stock had been chosen, then [Edit] and marked this item as non-active.