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Member Profile Synchronization between the Online System and POS

Most customer profile information is kept in sync between the two systems.

 

The POS contains the following important customer profile information that is not kept online (there are other fields as well but these are the key ones).

Username

Category

Pricing Level

Has Account flag

Account balance

 

Every hour the WEB and the POS communicate and sync up all required customer data that was not immediately synchronized when the changes to customer profile(s), Customer Types or Booking categories were made (those changes are described below)

 

Changes made on the POS

 

Changes made to a customer profile on the POS are immediately sent up to the online system. The POS is only able to make changes to one user profile at a time.

The POS cannot add or change booking categories or Customer types. This can only be done online.

 

 

Changes made on the online system

 

Adding / Editing / Deleting a booking category

This change is done in “Templates/Booking Category Setup”. These changes are immediately sent down to the POS. If communication to the POS is not available then the changes will get made on the POS in the next hourly synchronization.

 

Adding / Editing a customer type

This change is done in “Customer Types/Edit Customer Types”. These changes are immediately sent down to the POS. If communication to the POS is not available then the changes will get made on the POS in the next hourly synchronization.

 

Deleting a customer type

This change is done in “Customer Types/Edit Customer Types”. These changes are immediately sent down to the POS. If communication to the POS is not available then the changes will get made on the POS in the next hourly synchronization.

 

Deleting a customer type that still has customers

This change is done in “Customer Types/Edit Customer Types”. These changes are immediately sent down to the POS. If communication to the POS is not available then the changes will get made on the POS in the next hourly synchronization.

. This change will update the customer type of all the customers that have that customer type to the customer type chosen at the time of deletion. These customer updates are not seen in the POS until the next hourly synchronization

 

Adding / Changing a single customer profile

This change is done in “Customers” or “Proshop Booking”. These changes are immediately sent down to the POS. If communication to the POS is not available then the changes will get made on the POS in the next hourly synchronization.

 

Adding multiple customer profiles

This change is done in “Customers / add multiple customers”. These changes are immediately sent down to the POS. If communication to the POS is not available then the changes will get made on the POS in the next hourly synchronization.

 

Changing multiple customer profiles

This change is done in “Customers” when you have retrieved a list of customers by searching or selecting by customer type. You are able to Activate, Deactivate, Change Customer Type and Delete on multiple customers at once. These changes are immediately sent down to the POS. If communication to the POS is not available then the changes will get made on the POS in the next hourly synchronization.

 

Effect of changes made on the online system to the Category Field in the POS

 

The Category field in the customer profile can be directly changed in the POS when editing a profile. The concept of “Category” does not exist in the online system.

 

The Category field can also be effected by a change to customer type in the online system as follows.

  1. If you change the customer type from a member type to a public type in the online system and the category in the POS is “Member” then the category will be changed to “Public”.
  2. If you change the customer type from a member type to a public type in the online system and the category in the POS is anything other then “Member” then the category will not be updated. It is assumed you have set the Category intentionally in the POS and do not want it changed.
  3. If you change the customer type from a public type to a member type in the online system and the category in the POS is “Public” then the category will be changed to “Member”.
  4. If you change the customer type from a public type to a member type in the online system and the category in the POS is anything other than “Public” then the category will not be updated. It is assumed you have set the Category intentionally in the POS and do not want it changed.

 

Effect of changes made on the online system to the Pricing Level in the POS

 

The Pricing Level in the customer profile can be directly changed in the POS when editing a profile. The concept of pricing level does not exist in the online system.

 

The Pricing level can also be effected by a change to customer type in the online system as follows.

  1. If you change the customer type in the online system and the current pricing level is the same as the current customer type in the POS then the pricing level will be changed to the new customer type so that they still match.
  2. If you change the customer type in the online system and the current pricing level is not the same as the current customer type in the POS then the pricing level will not be changed. It is assumed you have set the pricing level intentionally in the POS and do not want it changed.

 

Member profile synchronization between the online system and POS when multiple member lists are shared

 

Some customers have POS systems that pull down lists from multiple tee sheets. In this case the POS needs to know how to treat a member from a different tee sheet.

For example. Course called North has a member type called Full and a course called South has a member type called Weekday.

When the North POS pulls up a member from South with a member type of Weekday, the North POS needs to know how to treat this member and needs to map his member type from the south course to one of the member types in the north course.

Online, there is a related course function (in Customer types) where you define what South member type Weekday maps to in the list of member types for North POS

These mappings are stored in the database in member_type_mapping in the POS and TEE2membertypemapping online. These tables are kept in sync

As well there is a table called member_type_applied in the POS and TEE2membertypeapplied online that define what each individual member will be treated as in the POS. These tables are kept in sync.

This design supports a multiple tee sheet to single course setup as well as a multiple tee sheet to multiple POS setup.

 

 

Most customer profile information is kept in sync between the two systems

The POS contains the following important customer profile information that is not kept online (there are other fields as well but these are the key ones).

Username

Category