all data is live and searchable
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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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- Another discount request goes clear out to the type or campaign level. Think about a specific sale, a discount per customer type, a discount per part category, a discount per item. Tons of different levels to play at. Note made on 11/24/14: - We may need be show the total savings somewhere on the cart. Possible New Permissions: - My invoices – id = 141 o System Basics – limit the invoice options - Discount approver – id = 140 o System Assets – who can approve a discount Methods to Update: - Cart cfc: (checked & tested) o Add quote line item – all 7 fields – updated all occurrences o Update quote line item – all 7 fields – updated all occurrences o Add invoice line items – all 7 fields – updated all occurrences - Liabilities 4 cfc o Add PO line item o Get PO invoice line info - Assets 6 o Update invoice line item Possible discount, invoice, & quote settings: - Expose these settings to normal admin users - eCommerce settings: o Restore quote to cart setting • 1 = same as original (default) • 2 = assign who restored it o Quote apply discounts to eCommerce • 1 = yes • 0 = no default - Default discount type o 1 = use in-line discounts o 2 = use standalone discounts - Discount requires manager approval o 0 = no (default) o 1 = yes - Discount approval password o Required if discount requires manager approval - Discount campaign settings o “10::Member, 25::Employee, 15::In State, (%::Name) - Add some new default invoice settings to printable invoice options o With photos o With RFID tags On the Customers Table: - Add opt in/out email & text to reports & excel output - Add new field o Discount campaign On Quote Line Items: - Add new fields - Discount campaign On PO Invoice Line Items: - Add new fields - Discount campaign |