Customer Loyalty

[ymajoros]

Every time a customer buys something, 10% (configurable) of the amount of full-price articles goes on his loyalty account (= special customer account). This happens at sale close, and is somehow a link to sale ± custom adjustment (like, - 5 €). By link, I mean we should always able to recalculate everything, should a sale be cancelled at a later time or whatever.

A customer can pay with his loyalty account.

[cghislai]

Just to be sure:

• Customer -- loyaltyRate
• CustomerLoyaltyAccountEntry -- customerRef -- saleRef -- dateTime -- customAmount -- amount

Then, on sale close, the custom amount can be edited. The amount is computed using the loyaltyRate and customAmount. To pay a sale, we set a negative amount (+ link to accountingEntry later) To get the balance, we sum the amount.

Should the current account balance be stored in db (that means more bookkeeping when sale are reopened)?

And should we provide a way to set a defaultDiscountRate per customer while were at it?

[ymajoros]

Loyalty rate is normally general. There can be a specific one by customer, but that won't happen too much.

What's "customAmount"?

Everything should be mostly automatic, but you can always exclude some articles (e.g. on sale articles should be excluded, you could choose others manually).

[cghislai]

"What's "customAmount"?": When you were saying 'custom adjustment', I thought the user should be able to add a custom loyalty amount when closing a sale

"you can always exclude some articles (e.g. on sale articles should be excluded, you could choose others manually).": I'm not sure I understand correctly. Articles should be marked as accounted for loyalty accounts and the user should be able to overwrite this for a given sale, right?

[ymajoros]

I meant, you can always uncheck some item from customer loyalty. Or check one that wasn't taken by default (e.g. items with rebates).

Le jeu. 24 mars 2016 à 08:45, cghislai notifications@github.com a écrit :

"What's "customAmount"?": When you were saying 'custom adjustment', I thought the user should be able to add a custom loyalty amount when closing a sale

"you can always exclude some articles (e.g. on sale articles should be excluded, you could choose others manually).": I'm not sure I understand correctly. Articles should be marked as accounted for loyalty accounts and the user should be able to overwrite this for a given sale, right?

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Yannick Majoros Valuya sprl