Sale Orders with Loyalty Cards

An often asked question is how saving on orders is being arranged, especially from webshops. Before that question can be answered, it's important to understand how saleorders should be implemented at a customer site.

 

When a saleorder (customer order) is being created for a certain customer, this doesn't do anything with loyaltycard savings. The order itself is nothing more than a registration of products which a customer would like to order. At the moment a saleorder is being procesed, reservations will be created from saleorders. The reservation is actually a representation of products which are set aside, and are reserved for that customer (order).

The next step in that process is 'selling' the reservation to the customer. By doing so, a sale will be created, resulting into profit, a lower stock and possibly purchase orders to refill that stock. This is also the moment where a customer will be rewarded for his buyings: RetailVista will calculate the number of saved points on a loyaltycard, and add those points to the loyaltycard.

The only downside of the current approach is that RetailVIsta POS will try to find a loyaltycard for the customer of the transaction, the customer of the imported reservation. When a loyaltycard is not registered, it would not find a loyaltycard!

This means it's not necessary (not wanted!) to calculate loyaltycard savings in an earlier stage, for example when creating a saleorder on a webshop. By doing so it would result in double savings at the end!

In the 2019 release of RetailVista, it will be possible to save a cardnumber on a saleorder, so that specific cardnumber will be used for savings. When that feature has been introduced, it will be necessary to add the cardnumber to the webshop saleorder xml if this should work from webshop orders also. From this moment, the requirement to register a loyaltycard for being used is no longer there.