Company: Link Technologies
Case No: L11769. Project: 11.40: LinkSOFT Version 11.4
Logged By: Rashna (Edge Business Solutions) on 17 Oct 2019 01:07PM
Priority: Medium
Product: Point of Sale
Group: New Feature
Time Taken: 44.00 (Weight: 44.00)
Version: 11.4.0302
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, Development, Rashna, Sanjay
Resolve By: Tuesday, 15 October 2019 01:38 PM [1644 days since logged date]
Status: Closed
Subject: Automate the "Loyalty Points" redeem process.
Summary:    

Currently, if a user needs to use loyalty points, a voucher must be created and issued to the customer. The customer then redeems the voucher in POS.

Following concept was discussed with "Grace Road".

  1. When a loyalty customer is created, a card would be issued to the customers.
  2. Scan the customer card in POS. This will validate the customer and their loyalty points.
  3. When a sale is saved for a customer, the payment screen opens.
    1. This should have the payment option as "Loyalty Points" similar to "Cash"
    2. If cashier selects the option.
      1. Verify if the customer is a "Loyalty Customer". 
        1. This option should be not allowed for POSCASH.
      2. Verify the available points of the customer.
      3. Calculate the dollar value of the points.
      4. Update the payment amount in POS.
      5. Check the balance due. Assuming balance due is $10.00
        1. If the sale amount is $5.00and Loyalty Points dollar value is $5.00 -Complete Sale
        2. If the sale amount is $5.00and Loyalty Points dollar value is $2.00 - Allow users to select another payment method.
        3. If the sale amount is $5.00and Loyalty Points dollar value is $10.00 - Only update $5.00 from loyalty point
  4. User should be able to change the amount calculated from loyalty points.
    1. Loyalty dollar value is calculated as $10.
    2. Payment Due is $10
    3. Customer wishes to pay $5 cash and $5 from loyalty points.
    4. Revert the unused points after the sale has been completed.
Audit Notes:Edited by rashna on 17/10/19 13:07. Edited by rashna on 15/10/19 08:28. Edited by rashna on 10/10/19 16:09. Edited by rashna on 09/10/19 16:58. Edited by rashna on 09/10/19 16:49. Edited by rashna on 08/10/19 08:06. Edited by sanjay on 05/10/19 08:01. 
01 Oct 201902:38PM Comment 1 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 04-10-2019 12:00 AM Time Taken: 1.00

Hi Sanjay,

Assigned for approval 


05 Oct 201908:01AM Comment 2 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 05-10-2019 08:01 AM
Approved for 11.4

05 Oct 201908:01AM Comment 3 by Sanjay (Link Technologies) Case 11769 added to project 11.004.BETA
07 Oct 201904:36PM Comment 4 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 07-10-2019 04:36 PM Time Taken: 16.00

Hi Sanjay

Can you make the following changes:

  1. When a loyalty card is scanned, we need to apply loyalty discounts to existing items (already implemented) and any new items that are scanned.
  2. When the payment method "Loyalty" is selected, use procedure name LT_POS_GetCustomerLoyaltyValue to get the available loyalty amount. The following rules apply:
    1. If the sale amount is less than "Loyalty Value" then display "Sale Amount"
    2. User can reduce the "loyalty payment amount"
    3. Cannot add multiple loyalty lines
  3. When a sale completed, we create a loyalty redeem transaction and apply this to the transaction.

Regards
Alvis


08 Oct 201908:06AM Comment 5 by Rashna (Edge Business Solutions) Case 11769 removed from project 11.004.BETA
08 Oct 201908:06AM Comment 6 by Alvis (Link Technologies) Case 11769 added to project 11.004.BETA
08 Oct 201906:36PM Comment 7 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 08-10-2019 06:36 PM Time Taken: 9.00

Development work for this case has been completed.

The change will be available in version:11.4.0810

1. The following changes were made(Include Database object names, Program classes and any other relevant information):

  1. When the payment method "Loyalty" is selected, use the procedure name LT_POS_GetCustomerLoyaltyValue to get the available loyalty amount. The following rules apply:
    1. If the sale amount is less than "Loyalty Value" then display "Sale Amount"
    2. User can reduce the "loyalty payment amount"
    3. Cannot add multiple loyalty lines

2. Affected Areas:

  1. POS Payment Entry

3. The issue was caused by:

  1. Improvement

4. Notes
5. Next Step
: UAT


09 Oct 201904:49PM Comment 8 by Rashna (Edge Business Solutions) Case 11769 removed from project 11.004.BETA
09 Oct 201904:49PM Comment 9 by Alvis (Link Technologies) Case 11769 added to project 11.004.BETA
09 Oct 201904:58PM Comment 10 by Rashna (Edge Business Solutions) Case 11769 removed from project 11.004.BETA
09 Oct 201904:58PM Comment 11 by Alvis (Link Technologies) Case 11769 added to project 11.004.BETA
10 Oct 201904:04PM Comment 12 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 11-10-2019 03:56 PM Time Taken: 16.00

Development work for this case has been completed.

The change will be available in version:11.4.20191010

1. The following changes were made(Include Database object names, Program classes and any other relevant information):

  1. The loyalty discount is only applied when the Loyalty card is scanned. If the customer is selected, loyalty points cannot be used and Loyalty discounts are not applied
  2. Minimum profit margin is checked when applying loyalty discounts
  3. Loyalty redemption is only applied when the Loyalty card is scanned
  4. Loyalty adjustments changed to allow Points or Dollar amount adjustments
  5. Loyalty adjustments now show the "Payment Amount", "Conversion amount" and "Points value" in the Adjustments form with Totals at the bottom of the grid
  6. Adjustments form shows Loyalty "points earned" and "Points used" with totals
  7. Changed the "PointsToDollar" conversion default to 200. Previously we were using ".01". The calculations were not correct in prior versions
  8. Now showing Loyalty available in Payments form
  9. Changed demo data to show realistic loyalty setup

2. Affected Areas:

  1. Loyalty Processing
  2. POS Processing

3. The issue was caused by:

  1. Improvement and Correction to the Loyalty Points system

4. Notes
5. Next Step
: UAT


10 Oct 201904:09PM Comment 13 by Rashna (Edge Business Solutions) Case 11769 removed from project 11.004.BETA
10 Oct 201904:09PM Comment 14 by Sanjay (Link Technologies) Case 11769 added to project 11.004.BETA
14 Oct 201903:09PM Comment 15 by Rashna (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 15-10-2019 01:38 PM Time Taken: 1.00
QA Results
Tests carried out according to requirements specified on the case header

Test Results Summary

Table 1 - Summarised list of issues
NoTest DescriptionPass/Fail
1

Create a new customer as "CU000001", This is a loyalty customer .

Loyalty point set is as below

  • Discount - 5 %
  • Points Factor is 1
  • Loyalty points to a dollar - 100
  • Customer card -999999
  1. Process a sale of 1433.33.
    1. Point Factor should be updated as 1.
    2. Points should be 143.45.
    3. Points Value should 1.43
Pass
2

Loyalty point set is as below

  • Discount - 5 %
  • Points Factor is 6
  • Loyalty points to a dollar - 100
  1. Process a sale of 10
    1. Point Factor should be updated as 0.6
    2. Points should be 6.
    3. Points Value should 0.06
Pass
3

The loyalty discount is only applied when the Loyalty card is scanned. If the customer is selected, loyalty points cannot be used and Loyalty discounts are not applied

Set the loyalty discount of 5% for a Bronze Customer,

  1. Load the customer using the loyal card L99999L - This should depict the 5% discount
  2. Search and load the customer - This should have the default discount
Pass
4

Minimum profit margin is checked when applying loyalty discounts

  1. Price of item is 60.
  2. Cost is 33.33
  3. Markup is 80.00

Pass
5Loyalty redemption is only applied when the Loyalty card is scanned
Pass
6

Loyalty adjustments changed to allow Points or Dollar amount adjustments

  1. Current points as 149.45
  2. Process an adjustment out of 100 points, this should recalculate points to 49.45
  3. Dollar value = 49.45/100 - .49
  4. Process an adjustment out of .2 , this should recalculate points to .29
Pass
7Loyalty adjustments now show the "Payment Amount", "Conversion amount" and "Points value" in the Adjustments form with Totals at the bottom of the grid
Pass
8Adjustments form shows Loyalty "points earned" and "Points used" with totals
Pass
9Changed the "PointsToDollar" conversion default to 200. Previously we were using ".01". The calculations were not correct in prior versions
Pass

Environment Details

  1. OS version: Windows Server 2012
  2. Application version: 11.4.1011
  3. Setup: Demo
  4. Server : 10.0.0.14
  5. Database: LINKSOFT-DEMO-11-RASHNA

Next Step

  1. Documentation

    15 Oct 201908:28AM Comment 16 by Rashna (Edge Business Solutions) Case 11769 removed from project 11.004.BETA
    15 Oct 201908:28AM Comment 17 by Sanjay (Link Technologies) Case 11769 added to project 11.004.BETA
    17 Oct 201901:07PM Comment 18 by Rashna (Edge Business Solutions) Case 11769 removed from project 11.004.BETA
    17 Oct 201901:07PM Comment 19 by Alvis (Link Technologies) Case 11769 added to project 11.004.BETA
    05 Dec 201912:48PM Comment 20 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 06-12-2019 12:42 PM Time Taken: 1.00

    Hi Sanjay, 

    Documentation has been updated at Point of Sale - Maintenance- Loyalty

    Thanks
    Rashna


    If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L11769 in the subject line of all emails regarding this issue.

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