For those who are interested, here is how I have this set up, and it is working fairly well - it will be even better once we have the new Tag for {ENTITY ACCOUNT NAME:X}
Custom Product Tags - CNAccount,CNCommission
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CNAccount: this is the Account that will be credited for the value of the product when it is sold.
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CNCommission: this value will be deducted from the value of the product before the credit transaction, and will be applied to the Payment Account (Cash, Credit Card, or Customer Account), so you will be able to reconcile any commission funds that you make for your business.
Product Tag Editor - set the CNAccount Name and CNCommission Value for consignment products
Product Group Code - Consignment (optional)
Any Consignment Products could have Group Code set as Consignment, but it is optional.
Order Tag - Consignment Item : Consignment Amount (no mapping required)
An Order Tag Group called Consignment Item containing a single sub-Tag called Consignment Amount.
Account Types - CN Balances & Transfer Accounts
These Account Types will be used to Credit/Debit other Account Types.
Accounts - CN Purchaes, CN Redemptions & CN Funds
CN Purchases (CN Balances)
CN Redemptions (CN Balances)
CN Funds (Transfer Accounts)
Transaction Type - CN Purchase Transaction
Transaction Type - CN Debit Transaction
Transaction Type - CN Redemption Transaction
Transaction Type - CN Consignment Payment
Document Type - CN Redemption Doc
Document Type - Customer Consignment
Action - CN Account Payment for Consignment Item
CN Account Payment for Consignment Item
Type: Create Account Transaction Document
ATDN: Customer Consignment
Account Name: [:Account Name]
Description: [:PaymentType] [[:Description]]
Amount: [:Amount]
Action - CN Account Debit for Consignment Item
CN Account Debit for Consignment Item
Type: Create Account Transaction Document
ATDN: CN Redemption Doc
Account Name: [:Account Name]
Description: [:PaymentType] [[:Description]]
Amount: [:Amount]
Action - CN Update Order State
CN Update Order State
Type: Update Order State
State Name: Consignment
Group Order: 3
Current State: [:Current State]
State: [:State]
State Order: 3
Action - CN Update Order Transaction Type
CN Update Order Transaction Type
Type: Update Order
Price: [:OrderPrice]
Account Transaction Type: CN Purchase Transaction
Action - CN Tag Order
CN Tag Order
Type: Tag Order
Order Tag Name: CN Item
Order Tag Value: Consignment Amount
Order Tag Note: [:TagNote]
Order Tag Price: [:TagPrice]
Action - CN Store PaymentType
CN Store PaymentType
Type: Update Program Setting
Setting Name: CNPaymentType
Setting Value: [:PaymentType]
Update Type: Update
Is Local: True
All Rules require a Default Mapping (* * * *)
Rule - CN Update New Order
Event: Order Added to Ticket
Execute Rule if Matches
Constraints:
Menu Item Group Code Equals Consignment (optional)
{ITEM TAG:CNAccount} Is Not Null
CN Tag Order
Tag Note: {ITEM TAG:CNAccount}
Tag Price: [=TN('{PRICE}')-TN('{ITEM TAG:CNCommission}')]
CN Update Order State
Current State:
State: Ordered
Update Order Gift State
Current Status:
Status: Locked
Value:
CN Update Order Transaction Type
OrderPrice: [=TN('{ITEM TAG:CNCommission}')]
Rule - CN Store Payment Type
This Rule will change when we get the new Tag called {ENTITY ACCOUNT NAME:X}
Event: Payment Processed
Execute Rule if Matches
Constraints: (none)
CN Store Payment Type
Constraint: '[:PaymentTypeName]'!='Customer Account'
PaymentType: [:PaymentTypeName]
CN Store Payment Type
Constraint: '[:PaymentTypeName]'=='Customer Account'
PaymentType: {ENTITY DATA:Customer:Phone}-{ENTITY NAME:Customer}
The Action above will change when we get the new Tag called {ENTITY ACCOUNT NAME:X}.
Specifically, the value for PaymentType will change; it will probably be something like this instead:
{ENTITY ACCOUNT NAME:Customers}
Rule - CN Update States
Event: Before Ticket Closing
Execute Rule if Matches
Constraints:
Remaining Amount Equals 0
CN Update Order State
Current State: Ordered
State: Purchased
Rule - CN Purchased
Event: Order State Updated
Execute Rule if Matches
Constraints:
State Name Equals Consignment
State Equals Purchased
{ITEM TAG:CNAccount} Is Not Null
CN Account Payment for Consignment Item
Account Name: {ITEM TAG:CNAccount}
PaymentType: Consignment {SETTING:CNPaymentType} Payment
Description: {NAME}
Amount: [=TN('{TOTAL AMOUNT}')-TN('{ITEM TAG:CNCommission}')]
CN Account Debit for Consignment Item
Constraint: '{SETTING:CNPaymentType}'=='Cash' || '{SETTING:CNPaymentType}'=='Credit Card'
Account Name: {SETTING:CNPaymentType}
PaymentType: {SETTING:CNPaymentType} Consignment Debit
Description: {NAME}
Amount: [=TN('{TOTAL AMOUNT}')-TN('{ITEM TAG:CNCommission}')]
The Constraint for the above Action should include all of your “regular” Payment Types, but should exclude Customer Account Payment Type. If you have more Payment Types, add them to the Constraint and separate them with || (double-pipe = “or”), for example:
'{SETTING:CNPaymentType}'=='Cash' || '{SETTING:CNPaymentType}'=='Credit Card' || '{SETTING:CNPaymentType}'=='Cash USD' || '{SETTING:CNPaymentType}'=='Gift Certificate'
Great solution.
