Bonus Point System: Difference between revisions

From eStream Software
Line 99: Line 99:
===Extra Delivery Order===
===Extra Delivery Order===
''Menu: Sales | Extra Delivery Order...''
''Menu: Sales | Extra Delivery Order...''
: In here user can do adjustment for the point for each Customer.
:01. Click '''Update''' Button


:02. Untick this if you wanted to Add the point
:03. Enter the Point to Add/Reduce.
:04. Click '''Post''' Button


* More coming soon...
* More coming soon...

Revision as of 09:34, 21 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

Extra Delivery Order

Menu: Sales | Extra Delivery Order...

This is the center or Ledger for all Point IN & OUT.
BonusPoint-04.jpg
Fields Description
DocNo
  • CRP-XXXXX - Is Claim/Deduct Transactions Point
  • Voc-XXXXX - Is In/Add Transactions Point
DocNoEx Is From which DocNo is Generate From
DocRef1 Which Voc-XXXXX is use for Claim/Deduct Point
DocAmt The Total Point for each transaction.
UDF_CRPoint
  • Tick - Is Claim/Deduct Transactions Point
  • Untick - Is In/Add Transactions Point

Steps

Sales Invoice

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.

Extra Delivery Order

Menu: Sales | Extra Delivery Order...

In here user can do adjustment for the point for each Customer.
01. Click Update Button
02. Untick this if you wanted to Add the point
03. Enter the Point to Add/Reduce.
04. Click Post Button
  • More coming soon...

See also