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Daily use

Who can use this: manage group-schemes (close may need close group-schemes). Where to find it: Group Scheme

What is this?​

This is the everyday path after setup.

Before you start​

Finish Set up first.

Steps​

  1. Sell on POS to the leader customer as normal.

  2. Open Group Scheme and link those invoices to the open scheme.

  3. Watch progress against the target.

  4. When complete, Close the scheme and mark the gift issued / pending as the screen shows.

  5. Only the leader name is stored — member names are not separate customers in v1.

    Group scheme daily use

What you will see​

The list or the form shows the result. You can reopen the record from the same menu.

Tips​

  • Stay on the correct location.
  • Read the row status before you change anything.

Common problems​

ProblemSolution
The action is missingRefresh after the feature was turned on.
The amount looks wrongOpen the record and read the lines.