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Color Code: Pink
Assigned To: Eric Tauer
Created By: Cory Warden
Created Date/Time: 10/28/2019 9:23 am
 
Action Status: Completed
Show On The Web: Yes - (public)
Priority: 2
Finished/Done: Yes - 5/26/2020 1:03 pm
Finished/Done By: Cory Warden
Budgeted/Estimated Value: 3,000.00  
Actual/Real Value: 0.00   [donate]
Invoice/Quote Status: Blank (n/a)
General Amount: $0.00
 
Time Id: 1538
Template/Type: Community Funded Projects
Title/Caption: Loyalty points added functionality & Gift Cards
Start Date: 10/28/2019
End Date: Unknown... (open or blank)
Total Time: Unknown... (open or blank)
Target/Due Date: 10/28/2019
Main Status: Active

Sorry, no photos available for this element of time.


Notes:

1/21/20: More loyalty points functions needed. Brandon said he was aware of these:

1) Add a blue level permission for setting up and managing loyalty points program so that a manager can use it without accessing the balance sheet.

2) Automate voiding of loyalty points when invoice/sale is voided.

3)"Depositing loyalty points" This is on the radar- to map the payments not yet deposited to COGS so that owners can see what the loyalty points are costing them. Currently can leave undeposited or do a workaround and deposit with an offsetting deposit line to reduce revenue (other revenue-not from sales).

10/28/19: Both Molly and Cory have clients who would like to be able to limit loyalty points to customer types ie members, guests, etc.

Another client also wondered how to delete or edit points once allocated.= Brandon said you can make one negative transaction to offset the points accrued.

& Gift Cards