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Back to Customer Events Main Page 

Excerpt
hiddentrue

Find out how to create a new View Purchase Customer Event

What does this section cover?

Table of Contents
minLevel2

Navigating to Purchase Customer Event

Info

CRM > CUSTOMER EVENTS > ACCESS CUSTOMER EVENTS

Explaining Purchase Customer Event Fields 

Attributes

PURCHASE CUSTOMER EVENTImage Added

Attributes

An * indicates a field is mandatory

financial transaction

Name

Description

NumberAn auto-generated number that uniquely identifies the customer event
Type*Determines the business behavior of the customer event, it is set automatically by each process which is creating the customer event, and it can be one of the following:

  • Purchase

  • Referral

  • Web

  • Social Media

  • Achievement

  • Spend Request
Customer Event
ClassificationThe classification of the customer event which can be Customer Event which is optionally specified during the creation of the customer eventEvent. Only the customer event classifications Only Customer Event Classifications which are related to with the specified customer event type, will be Customer Event Type are included in the list of available customer event classificationsCustomer Event Classifications.
Life Cycle StateThe life cycle state Life Cycle State of the customer event Customer Event which can be posted or cancelled'Posted' or 'Cancelled'.
Accounts Receivable*The accounts receivable Accounts Receivable related to the customer eventCustomer Event.
Performed By Unit*The unit that initiated the customer eventUnit that initiated the Customer Event.  i.e. Represents the Merchant who initiated the Event.
Performed Date*The date that the customer event was actually performedon which the Customer Event was performed.
DescriptionA description of the customer eventCustomer Event.
Process ImmediatelyDefines if the customer event Determines whether the Customer Event should be processed immediately immediately by various business business processes, or not. By default customer events are not   Not processed immediately is the default.

Process Immediately will be selected (checked (selected) and set to Read Only -only, if the specific Customer Event type Type has been defined as to be Processed Immediately through the active 'Active' Customer Events Definition.
Reference Number*The reference number of the purchase
Total AmountThe total amount of the purchase
Net AmountThe net amount of the purchase
VAT AmountThe VAT amount of the purchase
Products*The purchased products, along with the total amount, net amount and VAT amount for each productas logged in the External System.
i.e. if the Purchase event is created based on an Invoice from a POS, then the reference number will be the customer's Receipt Number.
Financial TransactionThe CRM.COM Financial Transaction related to the purchase.

 

Creating & Saving, Validations & Restrictions

ActionValidations
Create

 Not Applicable

Save
  • The specified customer event classification is related to a customer event type that is the same type as the customer event's type
  • Mandatory Fields:
    • Types
    • Accounts Receivable
    • Performed By Unit
    • Performed Date
    • Reference Number
    • Products

 

Creating a Purchase Customer Event

Purchase customer events are representing purchases which were performed by customers either through an external system or within CRM.COM. The purchase might or might not be reflected to an invoice kept in CRM.COM.

  • Search using the criteria available in the summary page
  • From the top menu click on the NEW and select Purchase Customer Event 

  • MAIN INFORMATION

    1. Provide required information
      1. Classification
      2. Accounts Receivable
      3. Reference Number
      4. Related Financial Transaction
      5. Performed By Unit
      6. Performed Date
      7. Process Immediately
      8. Description
        Purchase Customer Event - Main InformationImage Removed

  • PRODUCTS

    1. Click on ADD and search and select products using the Search Modal
    2. Provide the required information
      1. Net Amount
      2. VAT Amount

      3. Total Amount

        Info
         Total Amount per product is automatically calculated based on the values specified in Net Amount and VAT Amount per each product. Also, the three total amounts on the bottom Net Amount, Total Amount and VAT Amount, will be automatically updated based on additions or removals of products.

         

        Purchase Customer Event - ProductsImage Removed
  • From the Action Menu click on SAVE

    • LOG INFORMATION

    The following information is automatically set by the system on saving the Purchase Customer Event

    Include PageLog Information - GlobalLog Information - Global

    Reward Related System Processing

    Once the Customer event is saved, a number of steps will be executed by the system automatically that will have a direct effect to the Rewards Module.
    If the created Customer Event is set to PROCESS IMMEDIATELY then the following steps will be executed directly. If not then the following steps will be executed but only during the Rewards Run 

    Utilise Free Capacity Reward Offer Type 

    If the reward offer is classified as "Utilise Free Capacity" then:
  • The customer event will be awarded with the specified amount or percentage if the following conditions are met:
    • The customer event type is Purchase
    • The customer event was not already awarded by that offer (i.e., an award reward transaction for that specific customer event and reward offer do not exist)
    • The date and time that the customer event was performed is included in the offer's Day / Time Conditions
    • If segment conditions are specified then:
      • The participant should be included in at least one of the specified "included in" segments
      • The participant should not be included in any of the specified "not included in" segments
    • At least one product which is included in the customer event is also included in the product conditions
    • The unit that performed the event or the group that it belongs to is included in the organisational conditions
  • The award will be applied on each product which meets the product conditions. For example if the award is 1 Euro and 2 products meet the conditions then 2 Euros will be awarded (1 Euro per each product)
    • The process returns the customer event that will be awarded, the amount that should be awarded for each product and the reward offer that was awarded

    Increase Revenue, Transaction Based Reward Offer type

    If the reward offer is classified as "Increase Revenue, Transaction Based" then:
  • The customer event will be awarded with the specified amount or percentage if the following conditions are met:
    • The customer event type is Purchase
    • The customer event was not already awarded by that offer (i.e., an award reward transaction for that specific customer event and reward offer do not exist)
    • If segment conditions are specified then:
      • The participant should be included in at least one of the specified "included in" segments
      • The participant should not be included in any of the specified "not included in" segments
    • The customer event total amount is withing the transaction value range specified in the transaction conditions
    • The unit that performed the event, or the group that it belongs to, is included in the organisational conditions
  • The award will be applied at the level of the customer event (i.e., once)
    • The process returns the customer event that will be awarded, the amount that should be awarded and the reward offer that was awarded

    Increase Revenue, Product Based Reward Offer Type

    If the reward offer is classified as "Increase Revenue, Product Based" then:
  • The customer event will be awarded with the specified amount or percentage if the following conditions are met:
    • The customer event type is Purchase
    • The customer event was not already awarded by that offer (i.e., an award reward transaction for that specific customer event and reward offer do not exist)
    • If segment conditions are specified then:
      • The participant should be included in at least one of the specified "included in" segments
      • The participant should not be included in any of the specified "not included in" segments
    • At least one product which is included in the customer event is also included in the product conditions, and the product amount is within the value range specified for each product
    • The unit that performed the event, or the group that it belongs to, is included in the organisational conditions
  • The award will be applied on each product which is meeting the product conditions. For example if the award is 1 Euro and 2 products meet the conditions then 2 Euros will be awarded (1 Euro per each product)
    • The process returns the customer event that will be awarded, the amount that should be awarded for each product and the reward offer that was awarded

    Reward Loyalty, Transaction Amount Based Reward Offer Type

    If the reward offer is classified as "Reward Loyalty, Transaction Amount Based" then:
  • The customer event will be awarded with the specified amount or percentage if the following conditions are met:
    • The customer event type is Purchase
    • The customer event was not already awarded by that offer (i.e. an award reward transaction for that specific customer event and reward offer do not exist)
    • If segment conditions are specified then:
      • The participant should be included in at least one of the specified "included in" segments
      • The participant should not be included in any of the specified "not included in" segments
    • The total amount of purchase customer events which were performed within the specified period and were not already rewarded by that offer, is within the specified value range
    • The unit that performed the event, or the group that it belongs to, is included in the organisational conditions
  • The award will be applied once, calculated based on the total amount of all customer events
    • The process returns all the customer events that will be awarded, the amount that should be awarded and the reward offer that was awarded

    Reward Loyalty, Transaction Number Based Reward Offer Type

    • If the reward offer is classified as "Reward Loyalty, Transaction Number Based" then:
    • The customer event will be awarded with the specified amount  if the following conditions are met:
      • The customer event type is Purchase
      • The customer event was not already awarded by that offer (i.e. an award reward transaction for that specific customer event and reward offer do not exist)
      • If segment conditions are specified then:
        • The participant should be included in at least one of the specified "included in" segments
        • The participant should not be included in any of the specified "not included in" segments
      • The total number of purchase customer events which were performed within the specified period and were not already rewarded by that offer, is within the specified value range
      • The unit that performed the event, or the group that it belongs to, is included in the organisational conditions
    • The award will be applied once
    • The process returns all the customer events that will be awarded, the the amount that should be awarded and the reward offer that was awarded

    REWARD AWARD TRANSACTION 

    The system will evaluate the customer event and accordingly apply any available Reward Offers. If a Reward Offer is applied then a Reward Award Transaction will be created and relate to the Customer Event created and the Wallet Transaction, if one was created. This information will be available under REWARD AWARD TRANSACTION.

     

    Purchase Customer Event - Reward Award TransactionsImage Removed

    Info

    To find out more about Award Reward Transactions visit: Viewing Award Rewards Transactions

    SPEND REQUESTS

    This section provides information regarding Spend Request Customer Events that are related with the specified purchase customer event using its wallet. This information is available only after a Spend Request Customer Event is submitted against the specified purchase customer event.

    Purchase Customer Event - Spend RequestsImage Removed

    InfoTo find out more regarding Spend Requests visit Creating Spend Request Customer Events & Viewing Spend Rewards Transactions

    Payment Medium

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    The medium used for the purchase (e.g. debit or credit card). Specifying any of the settings/fields is optional. The following can be specified:

    • Payment Medium Brand: A select box which retrieves all available medium brands
    • Payment Medium Type: A select box which retrieves all available medium types
    • Payment Medium Identifier: A text field which accepts alphanumeric characters.

    External System

    AVAILABLE FROM CRM.COM R10.0.0

    		Determines the third-party system that generated the Customer Event.  It can only be set by the WEB APIs.

    External System Reference Number

    AVAILABLE FROM CRM.COM R10.0.0

    A reference number for the Customer Event that uniquely identifies the Event in the External System and CRM.COM.

    Products
    Products*

    The purchased products, along with their Code, Description, Quantity, Net, VAT and Total Amounts.

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0
    - The Quantity field is available from Release CRM.COM R10.0.0 and cannot be empty. This value defaults to 1 and can be overwritten by users.

    Total Amount

    The total amount of the purchase.

    Note

    The Total Amount per product is automatically calculated based on the Net and VAT Amount for each product.  The three Amounts below the individual product entries (Net Amount, Total Amount and VAT Amount)are product Totals automatically updated by the additions and removals of products.

    Net AmountThe net amount of the purchase
    VAT AmountThe VAT amount of the purchase
    Award Transaction
    Award Transaction

    An Award made available as a result of a Reward Offer related to the event under evaluation.

    If a Wallet Transaction is also created to credit the Wallet of the Participant, it will be accessible as a drill-down on the Award.

    Spend Requests
    Spend RequestsThe Spend Request Customer Event that was submitted against the associated Purchase Customer Event.
    Log Information
    Log InformationThe standard set of Log Details information available in all entities.
    Panel
    namegrey

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