My company would like to roll out customer loyalty program…a part of tasks will be make use our current Nav 5.0 (with LS-Retail POS 5.0) to accumulate customer’s purchase amount ($1 = 1 points). Currently we are using this already as my predecessor had written some Reports to accumulate the transactions and to holding the points and change them to VIP or Premember (with 6 months $5000 purchase can be VIP rule).
My new request will now be how to make Nav to deduct points and make it much dynamic (to switch the points exchange mechanism to whatever $1 = x points). As am very working in Nav with my low-end experiences, not a programmer, but I am thinking to make an additional field to hold the points to be deducting (based on customer’s how many points they want to deduct) in the Customer table, since my predecessor had created and we are using a field called “Points” to represent the points that customer has.
I tried to add additional fields in Customer table and try to make some code in that new field ( i just on validate and on lookup) but don’t know how… etc below requirements. Or you could advise a better method using codeunit?
If customer.“to deduct points” <> 0 Then, customer.“points” deduct “to deduct points” value.
then I have to ask the cashier to update a customer form and this will trigger to input the “to deduct point” value to perform the above.
I know this solution is very manual as I cannot figure out the way to make use of LS-Retail POS Loyalty scheme function, cos we don’t have maintenance with vendors for a long time.