“Perform Transaction” scripting

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  • Press Perform Transaction/Add Employee button in right navigation bar
  • [Employee Transaction Access] (Company)
    • Move to “Employee Access” layout (Company): Enter Find mode
    • Enter “Employee number” and “Employee password”
    • Press Button
    • [Perform Transaction Find] (Company)
      • [Find Employee] (Employee Access)
        • Paste “Employee number”
        • [Transfer Password attempt] (Company)
        • Perform Find
        • (If record found)
          • [Paste Employee name] (Transaction)
            • Includes creating new record
          • [Paste Employee number] (Transaction)
          • [Set up new transaction record] (Transaction database)
            • [Find relevant Company record] (Company)
            • [Transfer conversion rate] (Company)
          • Manually enter transaction info
            • Member cell phone number
            • Transaction type
              • Purchases
              • No purchase: store visit
              • No purchase: trade show
              • Add new Member only
            • Initial transaction amount
              • Transaction issue: “Initial transaction amount” currently assume amount after taxes and tip. There is a whole operations module here to deal with.
            • Notes
              • Employee insights on the Member and/or the transaction. Information can be used to intervene for well-being purposes by the 3.0
        • (If no record found) — create alternative scripting
    • Press Process button
    • [Find Relationship and begin Transfer] (Transaction)
      • [Find Relationship Company] (Relationship)
        • Enter Find mode and paste “Company number”
      • [Find Relationship Member and process find] (Relationship)
        • Paste Member cell phone copy and perform Find
        • (If record found)
          • Copy “Total current points”
        • (If no record found)
          • Dialogue box announcing new record
          • [Create Relationship from Transaction] (Relationship)
            • Create new Relationship record
            • [Paste Cell phone] (Transaction)
            • [Paste Employee number] (Transaction)
            • [Paste Company number] (Transaction)
            • [Paste Company] (Transaction)
            • [Paste conversion rate] (Transaction)
            • Set Current points = 0
            • Set Cumulative point = 0
            • Copy Member cell phone
          • [Find Members records off of new transaction] (Members)
            • Enter Find mode
            • Paste “Members cell phone”
            • Perform Find
            • (If no Member record)
              • [Create record from Relationship] (Members)
                • Create new Member record
                • [Transfer CEC sponsor] (Transaction)
                • Paste “Sponsor number”
                • [Transfer cell phone to Member database] (Transaction)
                • Paste “cell phone”
                • [Transfer employee contact to Member database] (Transaction)
                • Paste “Employee contact number”
                • Set “Password” (random and then truncate)
                • [Transfer Node from Company] (Transaction)
                • Paste “Node”
                • Set up Provider relationships — not active at present
                • Dialogue box announcing new Member record and text sent
                • Copy “cell phone”
                • Once a Member is signed up, they are sent a text with a temporary password and a URL to “Employee access” screen (see New Member Text database)
                • [Set up new text] (New Member text)
                  • Set up new record
                  • Paste “Member cell phone”
                • Copy “password”
                • [Finish text] (New Member text)
                  • Paste “Random password”
                  • Set field “Copy” (password instructions – part 1)
                  • Copy “Random password”
                  • Paste “Random password”
                  • Set field “URL instructions” (URL instructions – part 2)
                    • Make sure URL message is added onto, not replace the previous “Set”
                  • Copy “URL instructions”
                  • Paste “Copy”
          • [Transfer info from existing Member record] (Relationship)
            • [Copy Member number] (Members database)
            • Paste “Member number”
            • [Copy Member Node) (Members)
            • Paste “Node”
            • [Copy Member Opt out] (Members)
            • Paste “Opt out”
          • Copy “Total current points”
        • End if
      • [Calculate transaction] (Transaction)
        • Insert “Transaction number” (random number)
        • Insert “Company transaction number” (random number)
          • Internal Merchant register transaction number for fraud prevention measures
        • [Move current points to input template] (Relationship)
          • Saved from previous script
        • [Move conversion rate to input template] (Relationship)
          • This appears to be a duplicate step that’s unneeded
        • (If gross transaction is < or = to 0)
          • Set field “Adjusted purchase amount”
          • Insert calculated result “Points used”
          • Insert calculated result “Point balance”
        • (Else)
          • Insert calculated result “Adjusted purchase amount”
          • Insert calculated result “Points used”
          • Set field “Point balance”
        • (End if)
        • (If “Current points before transaction” is empty)
          • Set field “Current points before transaction” = 0
        • (End if)
      • Go to layout “Submit transaction”
    • Press Process Transaction button
      • Abort goes back to “Company Portal” layout for either Transaction or Administrative entry
        • Add a field (and set value -“Aborted”) indicating the transaction has been aborted
    • [Transfer Transaction info to Relationship] (Transaction)
      • Dialogue box — I don’t know why this is here
      • Copy “Note”
      • [Paste Notes from Input] (Relationship)
        • If the there are notes to transfer insert current date, otherwise leave the previous date and the previous notes will be retained – Make sure this works as it’s supposed to — it looks fine
        • The employee name will also be transferred if new Notes are identified
      • [Paste date from input] (Relationship)
      • [Transfer transaction type] (Relationship)
        • Includes flagging either non-purchase: trade show or visit if applicable
      • [Paste last transaction amount] (Relationship)
      • [Calculate cumulative points] (Relationship)
        • Total cumulative points + “Last transaction point amount
      • [Set Company preferences] (Relationship)
        • [Update Relationships – Hungry level] (Company)
        • Paste “Purchase threshold”
        • [Update Relationship – VIP level] (Company)
        • Paste “VIP point level”
        • [Update Relationship – Reactivation duration] (Company)
        • Paste “Reactivation duration”
        • [Update Relationship – Threshold level] (Company)
        • Paste “VIP threshold level”
      • Create VIP script
        • What’s the deal with VIP status coming on: It’s probably the Run Node script didn’t happen first to set the “Company VIP level” (that makes no sense)
        • Once a VIP level has been achieved — it’s grandfathered in (regardless of any changes in [VIP point level]
        • Paste “Purchase threshold”
        • Paste “VIP point level”
        • Paste “Reactivation duration”
        • Paste “VIP threshold level”
      • [Paste current points] (Relationship)
      • [Employee Transaction access] (Company)
        • This takes me back to the start

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Dialogue box issues (CHEAT SHEET)

Create option synopsis for each “Find.” List the options and create workarounds where problems present themselves. Make in presentation form that can be laminated and kept near the interface access.

  • – no Relationship — Existing Member
    • When no Relationship is found (and Continue is pressed), and a new one is created — the Member info is not transferred from Member database (names, number)
      • VIP field is also flagged incorrectly
    • When no relationship is found (and Cancel is pressed) — no problem, stays in “Process Transaction” layout
    • When no Relationship is found (and Modify is pressed) — goes to Relationship database – stays in Find mode with Company and Member numbers laid in
  • – no Relationship — No Member record
    • When no Relationship/Member record is found (and Continue is pressed):
      • The New Member record notification dialogue appears — move to a prettier layout and then back after the dialogue box is closed
      • Move the Relationship record to a prettier layout at the end of the script run
      • The Relationship record set up, but the Transaction info (numbers) transfers to a second record (which is created) — this one is BIZARRE
    • When no Relationship/Member record is found (Cancel is pressed):
      • Probably runs the same as Relationship — then new Member function follows
    • When no Relationship/Member record is found (and Modify is pressed is pressed):
      • Probably runs the same as Relationship — then new Member function follows

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  • Create documentation for 3.0 – but then abbreviate for Merchant, especially dialogue box instructions. Create workarounds for Merchants if applicable
  • Access through both 3.0 Brain and Company Main layout
  • 3.0 Platform navigation
  • Script map