PURPOSE

The customer may have been an existing UWC member whose credit card had either been declined during their monthly recharge and who was still within the recharge grace period OR who had been an active member within the past 90 days. Micrologic would treat this customer’s credit swipe as a recharge on their membership and not as the sale of a new membership.  You want to look up a customer’s UWC membership history because a CSA has signed up a member but has not received credit for the sale.

PROCESS

1. Log in to WashAssist.
2. Click “Customers”, then click “Customers” in the sidebar.
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3. Click “Basic Search” in the upper-right corner of the screen and search for the customer’s name or RFID barcode number.
4. Find the customer in the list and click their last name or barcode number.
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5. Click the Unlimited Program tab.
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6. The Start Date field tells you if the customer signed up for a membership prior to the day in question. 
7. If the date in the Date Renewed field is when your CSA made the sale you are investigating, you know Micrologic treated the sale as a recharge.
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8. Click the Unlimited Logs tab (to the right of the Unlimited Program tab). 
9. This tab shows UWC activity logged for the customer. 
10. Look for auto-charge attempts and declines leading up to the sale you are investigating. 
11. This is another way to confirm that the sale you are investigating was treated as a recharge.
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