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Exchequer
Bespoke Solutions for Exchequer

XML eGateway Loyalty Points Plug-in Features:


The program provides the following functionality:

  • A program to scan all Enterprise accounts records, and merges to an HTML template to produce a hard copy, or e-mail based on the points statement/promotional literature. This also sends a maximum number of e-mails per day automatically, thus not counting as spam by ISP’s.  more information
  • A program which records all purchases which qualify for a loyalty point/points in database, based on Invoices. The current points figure is written to a user field on account record, for reporting with Enterprise. If “NO” is entered in this filed then the account is excluded from points system.
  • A value entered in Transaction line user field will override the calculated points figure for the line. And points redeemed can be entered in this field. 
  • Provides a Plug-in which, from within Enterprise, allows users to view loyalty points earned or redeemed. And print statement. more information
  • Provide e-mail opt out.  more information
  • Allow single products or groups of products to count as zero, one or many points per pound spent.  more information
  • Loyalty points values are updated within seconds after posting transactions
  • Redemption vouchers can be setup, using description only

 

 

Loyalty Points Plug-In:


The Plug-in “Exchequer Directory\LoyaltyPoints\ProgHook\hook.exe” must be enabled in Enterprise in the normal way. Plus a file “LoyaltyPointsEnable.flg” must be created in company’s data directory.

Note: The Loyalty Points system does not support multiple companies.

The Ledger is accessible from the Customer Ledger within Enterprise:

Loyalty Point customer ledger

 

Pressing [Loyalty Points] button gives access to the Loyalty Points ledger.

Loyalty points ledger


 

Loyalty Points Main Program:


Exchequer Directory\LoyaltyPoints\ProgUpdater\LoyaltyPoints.exe should be run 24/7,as it updated the points valules on account records in real time. And end of each day recalculate the figures for next working day. Will send a summary to e-mail address of items processed.

Loyalty Points updater

The program's settings can be accessed via "Options >> System Settings" menu option.

Activity/Error Logs are accessible from the “View” menu



Loyalty Points Database:


All transactions are stored in a MS SQL database. A MS Access database, "LoyaltyPoints.mdb", is provided to allow access to this database.

The following tables are contained in this database:

StockPoints

This table defines the points a single products or groups of products earn per pound spent.

Field Name

Type

Description

spID

Long

Unique ID

spStockCode

A16

Stock Code or Parent code

spMultiplier

Double

Applied to purchase value

spStartDate

Date

Old entries should NOT be purged as the system can recalculate the entire database if need be.
Will use the one with the latest start date.

spEndDate Date  
spRedemption Double Redemption voucher point value.
To setup redemption voucher, enter stock code in spStockCode and the -1000 here for 1000 point redemption voucher.

The setting in Settings.xml set the default value for all products:

<StockSettings>
  <!-- Can be set to zero and then specify specific groups in "StockPoints" table -->
  <DefaultPointsPerPound>1</DefaultPointsPerPound>
</StockSettings>

 

For example

StockPoints table

So all products score 1 point per pound, but from 01/01/2000 BAT-9PP3-ALK scores 4 points, and from 02/02/2000 scores 5 points

All stock in BATTERIES (or groups below) score 3 points and ELECTRICAL are double. 

Optout

Provide e-mail opt out

Field Name

Type

Description

epEmailAddress

A150

e-mail address NOT to send to

epNote

A150

Simple Note

Points

This table records all transactions which are used to calculate points earned.

Field Name

Type

Description

pOurRef

A12

SIN number

pLineNumber

Long

Transaction Order

pDate

Date

Transaction Date

pAcCode

A6

Accounts code

pStockCode

A16

Stock Code

pYourRef

A20

 

pYourRefLong

A40

 

pPointsValue

Double

Applied to purchase value

pPointsPerPound

Double

At the time of setting

pDescription

VCHAR(150)

 

pDiscountValue

Double

 

pDiscountFlg

A1

"%" if disocunt is a percent

pNetValue

Double

Line Net value

pQty

Double

Qty

pUser

A10

User who posted an adjustment

pPosted  

A1

D = Daybook otherwise empty

pSystemValue

 

Used by stsem to work out if has an adjustment on it
pSystemValue<>pPointsValue

The Process program will attemp maintain this table in real time.  Every day all is recalulated.  Before update all daybook transactions are deleted, and thus refreshed.