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Re: Your opinion and experience about "Point Bank Management"

WilldooIT, Jonathan Wilson

- 14/03/2020 01:59:56

Hi Bruno

I'm thinking along the line of a register, ie rather like a share register. The register is updated by strategically coded actions and keeps a complete translation/audti trail of all ins and outs. I'm assuming there will also be a financial implication when points are earned, ie they become a liability in the balance sheet, when redeemed they are removed. If a register is used the balance sheet figure can always be reconciled against the register. Additionally, a register will be an easy way to report to the customer.

I agree with Dominique in not using analytics - sometimes it just easier and cleaner to use our own model, and it also makes upgrades easier.

Hope I understood it correctly and it is of some use to you.

Kind regards

Jonathan Wilson

Chief Sales and Innovation Executive

WilldooIT Pty Ltd

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On Sat, 14 Mar 2020 at 03:33, Bruno Joliveau <bruno.joliveau@numigi.com> wrote:

Hi Community,

I am writing to get your point of view or maybe, share on existing modules.

As part of a new client project, we need to:

- sell products whose consumption is done at a different rate and volume.

- the customer must have their consumption history and their balance

Relatively classic and common so far ;-)

It is a service activity, but the unit of value is not time. And, a priori, there is no stock management.

Summary customer process:

The customer purchases product A (for example $ 100 for 1 quantity)

In return, the client benefits from a capital of 250 points, for example.

The customer consumes his points by different actions. These actions are reported by several applications. We can collect those actions and create events in Odoo.

The customer must be able to know the evolution of his capital of points.

At this step, several hypothesis considered:

1 - sale order and analytic

- addition of a second unit of measurement in SO

- when the SO is confirmed, this quantity corresponding to the second unit feeds an analytical account

- for a better reading the analytical lines could take advantage of a new type as they already have with timesheets

- each action performed by the customer that triggers consumption creates a new line as a deduction in his capital of points

- the customer has access to his analytical account to view the balance of his capital of points

2 - sale order and product_pack

- rather than adding secondary units in the sale order, the customer buys a pack

- the capital points is a product in its own right with a quantity of 250 (child of the initial product with its quantity 1)

- it is only this product which feeds an analytical account

- the following steps are the same as the previous assumption

3 - sale order and stock

- although there is no need to manage the inventory, we activate and configure the stock features

- the customer orders a product in quantity 1

- an equivalence in stock management is made on a storable product of 250 points

- each action carried out by the customer which triggers consumption creates a new line as a deduction in the inventory management of his capital of points

- the customer has access to his own stock location to view the balance of his capital of points with his history

Thank you for taking the time to read, I hope this is clear enough.

Look forward to your comments and suggestions!

Bruno Joliveau - Architecte applications - Président

NUMIGI SOLUTIONS INC.

bruno.joliveau@numigi.com

(514) 317-7944

Longueuil, Québec, Canada

http://www.numigi.com/

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