Bonus Point System: Difference between revisions

From eStream Software
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''Menu: Sales | Invoice...''
''Menu: Sales | Invoice...''
[[File:BonusPoint-03.jpg|800px|center]]
[[File:BonusPoint-03.jpg|800px|center]]
:01. Enter all Information (eg Company Code, Date, ItemCode, etc) as norm for Normal Sales (i.e. Add Point)
:01. Enter all Information (eg Company Code, Date, ItemCode, etc) as norm for Normal Sales (i.e. Add Point).
:02. Select itemcode '''Voucher'''
:02. Select itemcode '''Voucher'''.
:03. Enter the Voucher Number
:03. Enter the '''Voucher Number'''.
:04. Save
:04. Save.





Revision as of 04:51, 19 December 2015

Introduction

This Customisation is to calculate/maintain the Point/Bonus

Pros

01. Able to set Claim Rate (i.e. 1 Point = How many RM eg 1 Point = RM0.01 so enter as 0.01)
02. Able to set Point Rate by item code (i.e. RM1 = How many point eg RM1 = 1 so enter as 1)
03. Point Rate can be calculate by Amount and/or Qty
04. Able to Claim like Voucher as Discount
05. Able to Claim Item
06. Claim Point Rate can be change runtime

Cons

01. Unable to handle the cancel & Delete Invoice - Manually deduct the point using Update Button on Extra DO
02. If the customer no transaction within the month it unable to Generate Statement
03. No Auto Deduct Expiry Point - manually deduct the point using Update Button on Extra DO
04. Able to handle 2 decimal Point only
05. Batch Insert no checking (i.e. User may over deduct the point)

Last Customisation Update : 19 Dec 2013

Sample Database

History New/Updates/Changes

Modules Require

  • DIY Field
  • DIY Script
  • Invoice ----> DO
  • Multiple Document Number Set

Settings

Maintain User

Menu: Tools | Maintain User...

Untick the Access Right for Prompt Replace Unit Price Dialog under the Group : Sales

Maintain Item

Menu: Stock | Maintain Stock Item...

BonusPoint-01.jpg
01. Item Code to be create - Voucher => For Claim use (eg 1 point = RM 0.01)
BonusPoint-02.jpg
02. For each item code enter the Voucher Rate (eg 0.5 point = RM 1)

Sales Invoice

Menu: Sales | Invoice...

This applicable also at Sales Debit Note, Sales Cash Sales & Sales Credit Note
UDF Fields Description
UDF_VoucherNo
  • Enter the Voucher Number (Extra DO DocNo) & amount will base on the Extra DO DocAmt
  • Not Applicable for Sales Credit Note
UDF_VoucherRate From maintain item & user still can adjust the rate if wanted to
UDF_UseQty
  • Tick => UDF_Voucher := UDF_VoucherRate * Qty
  • UnTick => UDF_Voucher := UDF_VoucherRate * Amount
UDF_Voucher Total Current item Point

Steps

Below is example in Sales Invoice with Voucher Claim
Menu: Sales | Invoice...

BonusPoint-03.jpg
01. Enter all Information (eg Company Code, Date, ItemCode, etc) as norm for Normal Sales (i.e. Add Point).
02. Select itemcode Voucher.
03. Enter the Voucher Number.
04. Save.


  • More coming soon...

See also