ANTE User Manual

Client Memberships

Client Memberships let you group your customers into membership tiers (for example Gold, Silver, Premium) and give members special discounts on your items. Discounts can apply to every item at once (a global discount) or to specific items only.

Where to Find It

Client Memberships are part of the POS module.

  • Open POS in the sidebar
  • Go to Client Memberships

The page address is /pos/membership.

Overview

A membership record stores its name, an optional description, a price, an optional color label, and whether it is active. Each membership can also have:

  • A Global Discount that applies to all items.
  • Item Discounts that apply to specific items only.

The system shows how many customers (clients) are assigned to each membership, and you can see those customers from the membership's detail page.

Page Layout (Membership List)

  • Add Membership button (top right) - Create a new membership
  • Search - Search by All Fields, Name, or Description
  • Status filter - Show Active or Inactive memberships
  • Memberships table - Lists all memberships

The list table shows these columns:

ColumnDescription
MembershipThe membership name, with its color shown as a small colored dot
DescriptionThe description, or -- if none
PriceThe membership price
ClientsNumber of customers assigned to this membership
StatusActive or Inactive

Click any row to open that membership's detail page.

Membership Fields

When creating or editing a membership, you fill in:

FieldRequiredDescription
Membership NameYesThe tier name (e.g. Gold, Silver, Premium)
DescriptionNoAn optional description
Membership KitNoA group item linked to this membership. Selecting a kit automatically fills in the Price
PriceYesThe membership price (must be 0 or higher). This field is disabled when a Membership Kit is selected, because the kit sets the price
ColorNoA color used to identify the membership (shown as a dot in the list)
ActiveNoWhen checked, the membership is active. New memberships are active by default

Common Tasks

Creating a Membership

  1. On the Client Memberships page, click Add Membership
  2. Fill in the Membership Information:
    • Membership Name (required)
    • Description (optional)
    • Membership Kit (optional) - select a group item to auto-fill the price
    • Price (required, 0 or higher) - skip if a kit is selected
    • Color (optional)
    • Active - leave checked to make the membership available
  3. Click Add Membership to save

You are returned to the membership list once it is saved.

Editing a Membership

  1. Open the membership from the list
  2. Click Edit (top right of the detail page)
  3. Update any of the fields
  4. Click Save Changes

Deleting a Membership

  1. Open the membership from the list
  2. Click Delete (top right of the detail page)
  3. Confirm the deletion

⚠️ Deleting a membership also removes all of its discounts. This cannot be undone.

Discounts

Discounts are managed from the membership's detail page. Every discount can be a percentage (0–100%), a fixed amount, or both together.

Setting a Global Discount

A global discount applies to all items for members with this membership.

  1. Open the membership detail page
  2. In the Global Discount section, click Set Global Discount (or Edit if one already exists)
  3. Enter a Percentage Discount (%) and/or a Fixed Discount Amount (at least one is required)
  4. Click Set Discount (or Update Discount)

To remove a global discount, click the delete (trash) button next to it and confirm.

Setting an Item Discount

  1. Open the membership detail page
  2. In the Item Discounts section, use the search box to find an item by name or SKU
  3. Click the item row to open its details
  4. Click Edit Discount
  5. Enter a Percentage Discount (%) and/or a Fixed Discount Amount (at least one is required)
  6. Click Set Discount (or Update Discount)

The Item Discounts table shows each item's Item name, SKU, Selling Price, Discount, and the calculated Final Price after the discount is applied.

Removing an Item Discount

  1. In the Item Discounts section, click the item row
  2. Click Remove Discount
  3. Confirm

Applying a Discount to Many Items at Once (Bulk Apply)

  1. Open the membership detail page
  2. In the Item Discounts section, click Bulk Apply
  3. Enter the Percentage Discount (%) and/or Fixed Discount Amount to apply
  4. Search for items if needed, then check the items you want (or use Select All)
  5. Click Apply to N Items

Viewing a Membership's Customers

On the membership detail page, the Customers section lists every customer assigned to this membership, showing each customer's name, email, contact number, rank, and referral count. Click a customer row to open that customer's profile.

Tips

  • Use a color to make memberships easy to recognize at a glance in the list.
  • Membership Kit is the easiest way to keep the price in sync with a product/group item.
  • A global discount is the fastest way to give members an across-the-board deal; use item discounts when only certain products should be reduced.
  • A discount can combine a percentage and a fixed amount — both are subtracted to reach the final price.
← Previous
Branches
Next →
Wallet Management