I have worked for days trying to setup Cashback scenario. I followed SambaCard tutorial and Fidelity Card forum from SambaPOS V3, but I am not able to setup this scenario properly.
I would like to add a Cashback field to Customer Account. Cashback field should be updated each time a Customer Account is selected and an order is placed. Cashback field is updated by adding 5% of Ticket Total. Cashback should not be included with daily Sales, but it should be a transaction by itself.
In addition, Cashback earned will be used to Settle (Pay) for new orders by selecting Customer Account in Payment Screen. Customer Account payment should be enabled if there is a positive balance on Credit, Debit or Cashback field.
I just need the same, the problem with sambacard is the manually add funds, i preferred an automatic 5 or 3% of the ticket total, someone please help, thanks in advance.
This database is just an example. You can’t directly merge it with your database. You can review settings and implement it manually according to your needs. I’ll also post step by step instructions soon.
-If some customer don’t pay at the moment and i send the total amount to his account in customer account, when he returns and pay, the system don’t send the 5% credit to his samba card account.
@jmanuel we configured SambaPOS rules to give %5 promotion for only Cash Payments. If you need to make it work for late payments you’ll need additional configuration.