A Guide to the Evergreen Trading System

Membership Management

Steps to create a new membership account:

1. Open the Membership List: Application Menu - POS - Membership
2. Click the Create button at the bottom of the page to open the Membership screen.
3. Fill in the necessary information in the grey text box.
4. Click the Save button at the bottom of the page to create this membership account.

Steps to modify an existing membership account:

1. Open the Membership List: Application Menu - POS - Membership
2. Locate the membership entry you want to modify and click the Edit link at the right side to open the Membership screen.
3. Make your modification and Click the Save button to confirm the changes.

Steps to attach a membership account to a cash sales transaction:

1. In the POS program, click the Set Member link.
2. Search in the Membership Dialog to locate the membership account and click the Select button.
3. Proceed with your normal cash sales procedure.