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Customer loyalty points/ rewards

  • 30 March 2023
  • 3 replies
  • 137 views

Userlevel 7
Badge +15

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?

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Best answer by sean21 7 April 2023, 21:46

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3 replies

Userlevel 4
Badge +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?
Userlevel 6
Badge +5

@kandybeatty49 I would write an API or webhook integration to one of these services:

https://docs.talon.one/integration-api#tag/Coupons/operation/createCouponReservation

https://www.tremendous.com/gift-card-api/?kw=loyalty%20program%20api&cpn=11705364605&utm_term=loyalty%20program%20api&utm_source=google&utm_medium=cpc&utm_campaign=11705364605&utm_content=124516491304&hsa_acc=8410251739&hsa_cam=11705364605&hsa_grp=124516491304&hsa_ad=498289993415&hsa_src=g&hsa_tgt=kwd-415531093659&hsa_kw=loyalty%20program%20api&hsa_mt=p&hsa_net=adwords&hsa_ver=3&gclid=EAIaIQobChMIoIrn7_yl_gIVUwKtBh0pWQw1EAAYASAAEgKnQPD_BwE

https://developers.loyaltylion.com/api/resources/rewards

Userlevel 7
Badge +15

Thank you @rosenjon. However, that is WAY above my capabilities. 

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