Summary

Often, an organisation's discount card policy dictates that there are three types of discount card - the Employee Card, a Supplementary Card and an External Company Card. You need to create cardholder relationship records for each type of discount card. The eligibility criteria for each type of card may be different, for example, an employee might be able to hold one Employee Card and two Supplementary Cards, whereas the store itself may be able to hold five Store Cards, which are assigned to departmental managers. This number is stored in the Max quantity field.

Issuable Items

Generally, the Issuable Items entity holds one record for a Discount Card. The Cardholder Relationships entity holds several records covering each eligibility criteria. For example, employee, spouse, parent, partner, store.

Issuing Discount Cards

Discount Cards are issued in the Employee Issued Items - Issue Details tab page of an employee record.