What does this section cover?

Navigating to Purchase Customer Event

Explaining Purchase Customer Event Fields 

Creating & Saving, Validations & Restrictions

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.

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

3. 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
         

4. 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

          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.

          

         
5. From the Action Menu click on SAVE
   

6. LOG INFORMATION

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

   Log information section keeps all the logging information related to the specific record

   • Basic set of information available in all entities
     • Created By User: The user that created the entity
     • Created By Unit: The unit of the user that created the entity
     • Updated By User: The user that last updated the entity
     • Updated by Unit: The unit of the user that last updated the entity
     • Date Created: The date the account was entity
     • Date Updated: The date the account was last entity
       

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.

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.