Solved

Customer loyalty points/ rewards

+18

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?

Best 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?

+1

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?