Custom Referral application


A

Abby

Hi,
I am a .net developer and i need to add some custom functionality in RMS.
this is what i basically need, it's kind of a referral program.

The store wants to issue some referral card(s) may be 10,20 or more to
certain customers. each of these card will have some number given to it say
100,101,etc. These customers will then distribute these cards to other
people. When the new customer comes in with the card and makes some purchase
those transactions needs to be recorded against the customer who gave them
the referral cards based on the card number.

Finally the store wants to issue a cheque to thecustomers with the referral
cards who had some transactions (10% of the total amount). Each card will be
valid only between certain dates or n number of uses.

Please advise what would be the best way to do this. I was thinking of
building a custom addin but was not sure how to link the purchases in POS
back to the customer.

Thanks in advance.
 
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M

Mark

Abby, I would save the information from the customer that brought was given
the referral cards in a separate sql table that had the referral card numbers
with the customer account number or id. Then when the referral card was
brought back in I was store the referring customer number(or id) in a custom
field in the customer table. Then you could even find out how much business
that customer brought in to your store over the lifetime. As for issuing a
check you could do a query based on the date the customer was set up and who
the referral customer was. I'm not sure if that is what you are looking for
or if you are looking for more specifics about how to programmatically do it.

Let me know if that all makes sense.

Mark.
 
A

Abby

Hi Mark,
Thanks for your response, what you suggested totally makes sense and i am
great with sql,tables, C#,VB coding but my problem is that i have never
worked with RMS before and since there is no goog documentation as to how to
extend the functionalities of the out of box app i am having a little bit of
a problem. I am no sure if there is any good documentation/SDK out there.

Everything below is going to take place in POS::

Anyways i wanted add functionalities similar to what you mentioned. Let me
start with the first piece of functionality of assigning card numbers to
customers. so for this piece i can create a new table with
cardno,customerid,validstartdate,validenddate,etc. To populate this table i
will create a custom addin which would give you the capability to link card
information with the customer. This part is fine.

Next part is when someone brings in one of the card and does some purchase.
This is what i was trying to accomplish here, when a customer comes in and
shows the card the cashier will click on the addin module that i created and
put in the card number. Next he will ring the products in for purchase and
finally finish the transaction. During this process i want to push in the
referral card number that was initially punched in to each and every
transaction entry,i.e., for each product line that was purchased. After the
transaction is done forget the referral card number so that the next
transaction can go on in a usual manner.

This is where i am kind of stuck as i am not able to figure out a way to do
this, basically how to link the referral card number with transactions.

Please advise.

Thanks,
Abby
 
M

Mark

Abby do you have a copy of the customization guide? It gives you a lot of
the information you need to do what you want. I will tell you the first one
is not much fun, after you have done as many add-ins as I have it becomes no
big deal. Abby, if you want to email me directly, my email is
(e-mail address removed).

Mark.
 
A

Abby

No i don't have a copy of customization guide. Could you please send that
over to me, i emailed you on the email address provided.

Thanks,
Abby
 
A

Abby

Hello All,
I was expecting to get some directions here in the forum. If some one can
shed some light to my issue it would be greatly appreciated.

Thanks,
abby
 
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A

Akber Alwani

oDear Abby,
Let me know what kind of help you need. like how to design the or hook with
RMS. I have something to help you out.

Akber
 
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A

Akber Alwani

I think I can help you out. let me know how you wnat my help.
 

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