LoyaltyUserGuide

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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

Save the "Opportunity Page Layout" settings with the "Save" button.

OppLayoutSave.png

If the "Discount" field is not displayed in "Products Related Lists", it is necessary to configure access to this field for the profiles whose users will be working with the application. Go to the "Opportunity Product Fields" screen and click the hyperlink in the "Discount" field.

OppProdStandardFields.png

On the "Discount" field properties screen click the "Set Field-Level Security" button.

DiscountFieldSec.png

Set the "Visible" and "Read-Only" attributes for the profiles required by the users and save changes with the "Save" button.

DiscountFieldSec2.png