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Main Time Information
Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 7/26/2022 10:17 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 9243
Template/Type: Brandon Time
Title/Caption: Adilas Time
Start Date/Time: 8/15/2022 9:00 am
End Date/Time: 8/15/2022 10:15 am
Main Status: Active

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Uploaded Media/Content & Other Files (6)
Media Name   File Type Date Description
preview_on_special_accounts.txt   Doc/Text 8/16/2022 This is an outline of what to show and pitch as far as what the first round of special accounts allows for and how customer loyalty points work in the settings, rules, cart, invoice, and how to interact with the new pages and what not.
more_planning_with_eric_and_special_tracking_accounts.txt   Doc/Text 8/16/2022 Text file with notes from a number of different meetings and brainstorming sessions on special accounts such as loyalty points, gift cards, in-store credit, lunch cards, etc. Trying to hit the 80% mark on what is needed and wanted. Not worrying about edge case scenarios as much. Lots of good notes and ideas.
r3_sub_inventory_loyalty_points.doc   Doc/Text 8/16/2022 Lots of history and notes on the special accounts tracking system and how that will be used for tracking loyalty points. This is a multi-page document. It was never finished (all the way) but had some good information and you could see where things were going. Somewhat of an outline type approach to describing the project. The biggest value for this project was in the first couple of pages where data had been filled into the outline.
loyalty_points_and_smart_cart_logic.docx   Doc/Text 8/16/2022 Multiple page brainstorming notes on pricing structures, QR codes, smart cart logic, rewards, loyalty points, discounts, and other topics. Lots of good brainstorming on gift cards and other special account tracking.
questions_math_and_logic_for_loyalty_points.docx   Doc/Text 8/16/2022 Notes from a conversation between Steve, Brandon, and Eric about how to track and calculate customer loyalty points. Lots of talk about ACV (actual cash value) and phantom costing.
special_account_tracking_tables_for_loyalty_points.xlsx   Doc/Spreadsheet 8/16/2022 Brainstorming on database table design and scenarios for special accounts like loyalty points, gift cards, gift certicifaces, coupons, customer in-store credit, vendor discounts, etc.


Notes:

Steve and Sean were touching base on sales. Steve had a few code questions for me dealing with queries and flow. John joined the called and was asking Steve and Sean about prices and options for clients (pricing structure stuff). Eric joined and was asking questions about gift cards and going over different ideas.

This may or may not help, but I went in and found a bunch of older files that we were had started and worked on dealing with special accounts, loyalty points, gift cards, customer in-store credit, vendor discounts, and other special account stuff. See attached.