DinePlan Version | 2.240.1 |
Here is the Simple Document of how the Ascentis Integration works.
Initial Setup
Go to BackOffice --> Setup --> Go to Custom Tab and Click CRM
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This will enable all the requirements for the integration.
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Action is for sending Sales
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Action is for Registration Item and Renewal Item Name
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Fields | Description |
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RegistrationMenuItemName | Name of the Product which helps to register Membership |
RenewalMenuItemName | Name of the Product which helps to renew the Membership |
SendNonMemberSales | true → if to send all the sales to Ascentis |
PaymentType | Payments which will be closed in Membership Points The value will not be calcualted for Points Accumulation |
Action is for Retrieving Voucher
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Action is for Membership Renewal
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Action is for Membership Registration
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Action is for Sales Void
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Field Name | Parameter |
|---|---|
PaymentTypeName | Member Point Payment Type if the customer chooses |
BeforeTaxDiscountCalculationType | Ascentis needs to calculate Discount before discount and it should be mentioned |
ComboApply | The promotiuon should be applied to Combo or not |
ScanVoucher | If enabled, it ask for the popup to enter the voucher and based on that it will be choosen for them to apply |
Action is for Selecting the CRM Members
Automation Command
The Command is to register the Select the CRM Member
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Rules
The corresponding Rule is to map the Automation Command and Action
Rule is for attaching the Member to the Ticket.
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The rule is for Member RegistrationVoucher
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The Rule is for Member Renewal
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The rule is to send the sales information to Ascentis
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Make sure, the rules are in this order
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On Refund Ticket, just add the action (ASCENTISVOID) as first
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Make the separate action for Printing
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And it should be in this Order
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The printing should come after sending the sales
Tags for Printing
{ASMEMBERNAME} | Print the Member name |
{ASCARDNUMBER}
| Print the Member Card Number |
{ASPOINTSEARNED} | Print the Point Earned |
{ASPOINTSBALANCE} | Print the CRM Balance |