Activating a package and registering a card

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    This guide will explain how to activate a package and register card from the Program Console.

    Activating a Package

    All cards will be in an unissued state before they are activated. Once activated, the card's state will change to issued. To activate a package onto an unissued card, start by selecting the Cards tab, then grab a non-activated card from inventory search for that card number. The card will then appear in the table below:

    Screen_Shot_2020-03-30_at_12.37.26_PM.png

    Select ACTION to the right of that card, then in the Package Transactions menu, select Issue Package:

    Screen_Shot_2020-03-30_at_12.41.24_PM.png

     

    A new screen will pop up allowing the selection of the appropriate package.

    The first step is to select the location where the package should be activated from. All dealerships within a single program will be visible from this menu. Then, select the appropriate package from the available drop-down selections. A description of the transaction can also be added in this menu. The last option is to Email an Action Export: select this if a copy of this action is required (it will be sent to email belonging to the administrator who is logged in).

    When finished, select APPLY PACKAGE to complete the transaction.

    Screen_Shot_2020-03-30_at_12.43.49_PM.png

    Register Card

    From the Cards tab, select a non-activated card from inventory and insert the number in the Search field. This card will then appear in the table below. Select ACTION, then select Edit Profile :

    Screen_Shot_2020-03-30_at_12.57.11_PM.png

    A new screen will pop up allowing to register a customer's information. Here are the available options:

    • Salutation (Mr., Ms., etc...)
    • Email address
    • First Name
    • Last Name
    • Birthdate (YYYY-MM-DD)
    • Phone number
    • Address
    • City
    • Province
    • Country
    • Postal Code

    Once this information has been added, select Save to complete registration.

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