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Ascentis

Ascentis

DinePlan Version

2.240.1

Here is the Simple Document of how the Ascentis Integration works. 

Initial Setup

  1. Go to BackOffice --> Setup -->  Go to Custom Tab and Click CRM

This will enable all the requirements for the integration.

Payment Types

For Points Redemption, it should be added to the Payment Type and It works automatically.

Actions

The actions should be defined below

  • Action is for sending Sales

 

Fields

Description

Fields

Description

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

 

Field Name

Parameter

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

Rules

The corresponding Rule is to map the Automation Command and Action

Rule is for attaching the Member to the Ticket.

 

 

The rule is for Member Voucher

 

 

The rule is to send the sales information to Ascentis

 

 

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

 

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