Bonus System in EasyCeiling Program
The bonus system in EasyCeiling allows configuring various ways of bonus accrual for dealers. Bonuses can be used to pay for orders.
Preliminary Setup
To start working with the bonus system, it needs to be configured.
Go to the program settings on the "Bonuses" tab.
Bonus Accrual. This setting determines when bonuses will be accrued.
When paying in cash
When paying by card
When paying to bank account
When paying with bonuses
When printing production forms
Bonus Accrual Option. What should be used to calculate the number of accrued bonuses?
From square meters. The actual ceiling area is considered without scraps.
From payment amount. Bonuses are accrued with each payment depending on the payment amount.
From components cost. The sum for all goods in the calculation is considered.
From canvas cost. Only accrued if there is a service with value type "Area with scraps" in the calculation. The sum for this service is considered.
Options From components cost and From canvas cost can be enabled and work simultaneously.
They are available starting from program version 1.59
Other.
Show bonus accrual notifications. If enabled, a notification will appear at the moment of bonus accrual showing how many were accrued.
Accrual from square meters including scraps. If this setting is enabled, then when using the bonus accrual option from square meters - the area with scraps will be considered instead of the actual area.
Dealer Setup
Now we need to configure the dealers. Let's open the dealers directory.
In the dealers directory, there is a "Configure Bonus System" button. When clicked, two options will be displayed: For all dealers and For found dealers. Clicking either option will show a window with settings that will be applied to all dealers in the database. In the second option, settings will only be applied to dealers currently displayed in the dealers list. For example, you can search for a specific dealer, and then the settings will only be applied to them.
Participates in bonus program. - If disabled - bonus operations for the dealer will be disabled.
Reset bonus balance. - Write off all dealer bonuses
Number of bonuses to accrue per 1 sq.m. - How many bonuses to accrue per 1 sq.m. of ceiling area, if the corresponding accrual option is enabled.
Bonus percentage from payment amount - What percentage of the payment amount to accrue as bonuses (if the accrual option from payment amount is enabled)
Bonus percentage from components cost - What percentage of components cost to accrue as bonuses (if the accrual option from components cost is enabled). Available from version 1.59
Bonus percentage from canvas cost - What percentage of canvas cost to accrue as bonuses (if the accrual option from canvas cost is enabled). Available from version 1.59
Accrue gift bonuses - accrue bonuses to the dealer's account.
Partial configuration can also be done directly through the dealer card editing. You can also view the bonus balance.
If you need to accrue gift bonuses or reset the balance - this can only be done through the "Configure Bonus System" button.
Bonus Accrual. Example
Bonus accrual occurs depending on which accrual methods are allowed. Let's say we have enabled the accrual method for cash payments and "When printing production forms".
Let's click cash payment. Make a payment of 1 ruble.
Since the payment amount is less than the ceiling cost, the program will show a notification:
If you click "Yes" - bonuses will be accrued for the ceiling according to the settings. If no - bonuses won't be accrued. Below is the complete list of possible options:
Payment amount is less than ceiling cost. Accrue bonuses for the ceiling?
Payment amount equals ceiling cost. Bonuses are accrued automatically.
Payment amount is greater than ceiling cost. Click "Yes" to accrue bonuses for the order. Click "No" to accrue bonuses for the ceiling.
Payment amount equals order cost. Bonuses are accrued automatically.
Payment amount is greater than order cost. If you want to accrue bonuses for several orders - payments for orders need to be made separately.
These notifications don't appear if the bonus accrual method from payment amount is used. With it, bonuses are accrued when making any payment as many times as needed.
If bonuses for the ceiling were already accrued at least once, they won't be accrued again for it, even when accruing bonuses for the entire order.
Bonus Write-off
Order or ceiling payment can be made using bonuses. To do this, click "With Bonuses" when making a payment.
After making a payment with bonuses - they will be written off from the dealer's balance.
Dealer Bonus Report
In the program, you can view the bonus report for all dealers, or for a specific one.
Let's select the report "Bonus History by Dealer". In the appeared window, check "Select specific dealer", click "Open". The dealers directory will open. Select the dealer we need there. After that, the report itself will open.
Cancellation of Accrued Bonuses
Available from version 1.59
Sometimes a situation may arise when a payment was made, bonuses were accrued. But there is a need to reduce the size of an already processed payment in the cash register, or cancel it. And along with this reduce or cancel bonus accrual.
This can be done when changing the payment in the cash register journal.
Accrual Cancellation.
If you open a payment in the cash register journal for which bonuses were previously accrued, and change the payment amount to 0, the program will offer to write off the bonuses that were previously accrued for this order.
Accrual Change.
If you change the payment amount, the program will accordingly offer to change the number of bonuses for this payment. For example, if a payment of 10,000 rubles is reduced to 5,000, the bonuses will be reduced by 2 times.
What questions does this article answer?
What is the bonus system in EasyCeiling?
How to set up bonus accrual for dealers?
How to configure different bonus calculation methods?
How to manage dealer bonus settings?
How to handle bonus accrual and write-off?
How to work with bonus reports?
How to cancel or modify bonus accruals?
How to integrate bonuses with payments?
How to track bonus balances?
How to handle different payment scenarios?
What are the best practices for bonus management?
How to troubleshoot bonus system issues?
How to ensure accurate bonus calculations?
How to manage gift bonuses?