Does anyone have a solution for customer loyalty/rewards in Acumatica? I know it is not out of the box functionality.
What are some options you have found?
Answer
Customer loyalty points/ rewards
+17Best answer by sean21
I believe this is a feature gap, here’s a feedback idea to review for this functionality.
My raw thoughts / crazy ideas without solutioning are…
- Create stock item for Rewards
- Create cross-reference for each customer?
- Create GI to calculate value of reward points?
- Qty/UOM = points
- Amount = value of points based on formula
- GI created to accumulate points based on running total of purchase amounts?
- Business event to update default price?
- Cost to remain 0
- Price would be negative amount (reduction to sales order total)
- Customer specific price for reward stock item?
- To associate the reward
- *or do rewards accumulate outside of ERP?
- *through eCommerce - customer applies reward points?
- *reward points are tied to discount or stock/non-stock item as separate line on the sales order
- Virtual warehouse/warehouse location needed to track qty/points?
- Side panel in the SO and customer record for viewing reward points available?
+1I believe this is a feature gap, here’s a feedback idea to review for this functionality.
My raw thoughts / crazy ideas without solutioning are…
- Create stock item for Rewards
- Create cross-reference for each customer?
- Create GI to calculate value of reward points?
- Qty/UOM = points
- Amount = value of points based on formula
- GI created to accumulate points based on running total of purchase amounts?
- Business event to update default price?
- Cost to remain 0
- Price would be negative amount (reduction to sales order total)
- Customer specific price for reward stock item?
- To associate the reward
- *or do rewards accumulate outside of ERP?
- *through eCommerce - customer applies reward points?
- *reward points are tied to discount or stock/non-stock item as separate line on the sales order
- Virtual warehouse/warehouse location needed to track qty/points?
- Side panel in the SO and customer record for viewing reward points available?
Sean Reeves | Practice Director | Business Consulting Leader
https://docs.talon.one/integration-api#tag/Coupons/operation/createCouponReservation
+17https://docs.talon.one/integration-api#tag/Coupons/operation/createCouponReservation
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