Difference between revisions of "LoyaltyUserGuide"

From CleverVerve Wiki
Jump to: navigation, search
Line 10: Line 10:
  
 
Add the following fields to the displayed ones:<br>
 
Add the following fields to the displayed ones:<br>
«Discount» - amount of discount;<br>
+
«Discount» - amount of discount;<br>
«Point Type» - the type of points selected for payment of the product;<br>
+
«Point Type» - the type of points selected for payment of the product;<br>
«Total Point Price» - the total price of points of the selected type required for the purchase of the product;<br>
+
«Total Point Price» - the total price of points of the selected type required for the purchase of the product;<br>
«Total Point Pay» - the total amount of money funds required for the purchase of the product;<br>
+
«Total Point Pay» - the total amount of money funds required for the purchase of the product;<br>
«Member`s Point» - the number of points of the selected type available with the customer;<br>
+
«Member`s Point» - the number of points of the selected type available with the customer;<br>
«Pay by Points» - the flag of payment for the product using the selected type of points.<br>
+
«Pay by Points» - the flag of payment for the product using the selected type of points.<br>
  
 
[[File:ProdRelListProp.png]]
 
[[File:ProdRelListProp.png]]
 +
 +
Add the "Select Point Type" button displaying and save the settings for "Products Related Lists" with the "OK" button.<br>
 +
 +
[[File:RelListPropProd2.png]]

Revision as of 06:53, 12 July 2017

Loyalty – Administration and Configuration

Configuration of the functionality of work with the application

Go to «Opportunity Page Layout». To the "Opportunity Detail" section, add the "Loyalty Program" field and the "Refresh Data" button.

OppDetail.png

Go to the "Products Related Lists" settings.

ProdRelList.png

Add the following fields to the displayed ones:
«Discount» - amount of discount;
«Point Type» - the type of points selected for payment of the product;
«Total Point Price» - the total price of points of the selected type required for the purchase of the product;
«Total Point Pay» - the total amount of money funds required for the purchase of the product;
«Member`s Point» - the number of points of the selected type available with the customer;
«Pay by Points» - the flag of payment for the product using the selected type of points.

ProdRelListProp.png

Add the "Select Point Type" button displaying and save the settings for "Products Related Lists" with the "OK" button.

RelListPropProd2.png