Why SambaPOS crashes if I use a Rule referencing 2 Account Transactions; 1 for Sale Transaction; and 1 for Points Transaction? My solution was to move to a Transaction Document to Map the 2 transactions Note: Both actions will work if only 1 is included in the Rule Flow and Screens are above; AND
Why is a blank record created? See below - I think this was art of the original setup for rewards when a Sale Payment becomes “0”?
Look forward to your comments.
[EDIT2] Next is convert Points to Cash but bed first!
Ok I really do not wish to move on until I fully understand this Account Transaction Document? I see it used mostly to add to Entity and Account Screens but why do I need to use it here…
Also not sure if I am comfortable that I reference the new Account “Rewards” but the Sales Transaction [Default] writes to 2 other completely difference accounts?
Just trying to be complete and add to the Samba documentation as guesswork is slightly frustrating. Oh there is only 1 reference to this document type in the “Gift Cards Tutorial” and no WIKI details - its the one left blank.
Tickets already create transaction documents automatically… if your doing a transaction outside of a ticket then you need to use a transaction document. This would include automation for things triggered in a ticket IE its not part of actual ticket.
@pauln I understand your trying to learn Accounting… but what actual real situation are you trying to solve. I mean what are you wanting to do and why? Its easier to answer those type questions vs trying to answer questions about features.
Sure - during training last week I demonstrated the use of “Rewards Points” - Customer Earns Points when they make purchases, Customer can use Points for a free Item.
The first question was nice, so show me the report on the value we have given away? So I set out to record transactions…
Been there many times, see reference to blank record above, but inside ticket means what? If you said inside a Rule - well know what that means.
The first transaction shot above is from my call to the Points Sales Transaction Document I created. I fi take this out as it was an add-in it leaves the Flow close to original tutorial. The only mod was a calculation on Points…
OK so its going to be hard to see what your doing here. Why do you feel you need to rework accounting just to give them a report on points? The original tutorial had correct accounting and it was fully capable of being reported on with custom reports.
Yes sure - well if I have blank transactions as a result of when they use their points to get a free product - would there be nothing to print? I should mention nothing is shown on Work Period Report - very first place I checked.
It was always creating one - but let me check again. Ok see you post above, that was what I was to try today. The WP at the moment does show States of “Promotion”. Obviously been trying everything last night to get the Document to create 2 transactions so will need to reset back to basics. I would like to do this to see if a blank Transaction is created as it a rule must just reset “Value” to Zero and therefore when Samba closed the ticket is creates a blank.
You dont need to use accounting to gift things. You can use reports to report on it… but using accounting creates a very complex system for no real reason. If you really want to use accounting for this then you should probably create a Loyalty Points Payment Type. Build accounting around that payment type just like you do Customer Payment types. Store the points as accounts just like Customer Accounts.
It would mirror the customer accounts system. You automate adding points into the accounts etc. Basically what your wanting to do is completely different than the tutorial you linked. You want to do something entirely different but it shares a similar name.