EVALUATE: Develop an action that will take bonuses from the site in real time and rewrite them to the Customer's card
2024-02-26 14:06:02
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Description of the table fields with bonuses
1. customer_id is the ID of the registered customer, it corresponds to the ID from the oc_customer table
2. order_id - for which order the points were accrued or withdrawn
3. description is, accordingly, a description of the operation, it can be written by managers when manually calculating or deducting points, otherwise the text with the order number is here
4. points here are the accrual or deduction of points, respectively, or "+" or "-"
AS IT IS NOW
Bonuses are accumulated on OpenCart.
The available amount of bonuses that the Client has accumulated/deducted is calculated on the fly when he makes a new order.
WHAT IS NEEDED
Synchronize the bonuses of registered Customers on the website with the bonuses in the Customers' cards in OneBox
Next, update the bonuses in the box so that managers can see them and make appropriate decisions on paying for new orders.
AS I SEE A POSSIBLE SOLUTION
1. The site on OpenCart is the main one in terms of bonuses that we give to customers for their paid purchases
2. Since bonuses have been calculated on the site for a long time, our goal is to process the existing table with bonuses and:
- record the amount of bonuses in the cards of existing contacts in the crm system
- if there are no contacts, then create such contacts and write in them the amount of available bonuses that have been calculated.
3. Update the data of the bonus table from the site to the box with a certain frequency, or according to the relevant event.
Let's see the options, how you can try to solve the current problem.
At the same time, we aim to reduce the load on both servers:
- site server
- system server.
Option 1
Through general automation.
When periodically:
- once per minute,
- for an hour
- or for a day, we will review new entries in the table of bonuses on the website and charge them to the Clients' cards in the box
Option 2
Through automation in business process actions.
When we will download data on the Client in the box at moments:
- receiving the order;
- closing the order after 14 days, when bonuses are accrued.
In both cases, the action must check for changes in the bonus table on the site.
If there have been changes, then in accordance with them, recalculate the amount of bonuses for each Client where they were accrued and write the new calculated value to the Client's card in the system field bonuses to the card in the box.
Please advise. how to do better and rate the work.
Or offer your own option to get what you want.
What access will you need to grant?
Original question is available on version: ua
Вячеслав Легеза
1. customer_id is the ID of the registered customer, it corresponds to the ID from the oc_customer table
2. order_id - for which order the points were accrued or withdrawn
3. description is, accordingly, a description of the operation, it can be written by managers when manually calculating or deducting points, otherwise the text with the order number is here
4. points here are the accrual or deduction of points, respectively, or "+" or "-"
AS IT IS NOW
Bonuses are accumulated on OpenCart.
The available amount of bonuses that the Client has accumulated/deducted is calculated on the fly when he makes a new order.
WHAT IS NEEDED
Synchronize the bonuses of registered Customers on the website with the bonuses in the Customers' cards in OneBox
Next, update the bonuses in the box so that managers can see them and make appropriate decisions on paying for new orders.
AS I SEE A POSSIBLE SOLUTION
1. The site on OpenCart is the main one in terms of bonuses that we give to customers for their paid purchases
2. Since bonuses have been calculated on the site for a long time, our goal is to process the existing table with bonuses and:
- record the amount of bonuses in the cards of existing contacts in the crm system
- if there are no contacts, then create such contacts and write in them the amount of available bonuses that have been calculated.
3. Update the data of the bonus table from the site to the box with a certain frequency, or according to the relevant event.
Let's see the options, how you can try to solve the current problem.
At the same time, we aim to reduce the load on both servers:
- site server
- system server.
Option 1
Through general automation.
When periodically:
- once per minute,
- for an hour
- or for a day, we will review new entries in the table of bonuses on the website and charge them to the Clients' cards in the box
Option 2
Through automation in business process actions.
When we will download data on the Client in the box at moments:
- receiving the order;
- closing the order after 14 days, when bonuses are accrued.
In both cases, the action must check for changes in the bonus table on the site.
If there have been changes, then in accordance with them, recalculate the amount of bonuses for each Client where they were accrued and write the new calculated value to the Client's card in the system field bonuses to the card in the box.
Please advise. how to do better and rate the work.
Or offer your own option to get what you want.
What access will you need to grant?
Answers:
actions at the stage. It most likely has everything you need, I didn’t read the whole description - sorry
Get a list of process bonuses from Opencart
Transfer bonuses from additional process field to Opencart
Get a list of process bonuses from Opencart
Transfer bonuses from additional process field to Opencart
26.02.2024, 14:19
Original comment available on version: ru
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Department of Care
OneBox production wrote:
Stage events. There is most likely everything you need, I did not read the entire description - garbage
the task is that we need to get the available bonuses from OpenCart on ALL registered Customers
How to do it?
26.02.2024, 14:34
Вячеслав Легеза
Original comment available on version: ua
Do you always have the main open card and the box only monitors how many bonuses have been accrued or written off in the open card? You can then synchronize bonuses that are not in the box from the open card once an hour. Do bonuses have an accrual date in the open card? Bonuses may be deleted there, do you need to monitor this in order to delete such ones in the box?
26.02.2024, 15:37
Original comment available on version: ru
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Care Department
OneBox production wrote:
Do you always have the main open card and the box only monitors how many bonuses have been accrued or written off in the open card?
just like that
Care Department
OneBox production wrote:
You can then synchronize bonuses that are not in the box from the open card once an hour.
This option is suitable
Care Department
OneBox production wrote:
Do bonuses have an accrual date in the open card?
so, this field in the table is date_added
Care Department
OneBox production wrote:
Bonuses may be deleted there, do you need to monitor this in order to delete such ones in the box?
So, it may also be necessary to stitch it in order to adjust it immediately in the box
end meta - synchronize Client bonuses on OpenCart and OneBox
26.02.2024, 16:16
Вячеслав Легеза
Original comment available on version: ru
Well, let’s synchronize all the bonuses from the open card to the box once a day, if there are relatively few entries there. Otherwise, if you don’t synchronize everything and you delete some entry in the open card, then they will not be deleted in the box. You can also make it a little simpler and simply have the user in the additional field, when going to a stage in the order, write how many bonuses he has left in number (the sum of all bonuses on the card) so as not to bother with the history and line-by-line accruals and write-offs. This will take about 2 hours in the form of an action at the stage that will write down the amount of his bonuses current in the open card in the additional field of the order or the user.
26.02.2024, 17:42
Original comment available on version: ru
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Department of Care
OneBox production wrote:
Well, let's synchronize once a day then all the bonuses from the open card to the box, if there are relatively few entries there.
now the total number of entries with bonuses is about 68,000
Department of Care
OneBox production wrote:
Otherwise, if you don't synchronize everything and you delete some record in the open card, they will not be deleted in the box.
it is necessary that both the site and the box have the same number of bonuses
in general, there can be up to 100 paid orders per day
what is the best way to do it then?
update every hour or will it overload the servers?
Department of Care
OneBox production wrote:
It is also possible to make it a little easier and simply write to the user in the double field when going to a stage in the order how many bonuses he has left in number (the sum of all bonuses on the open card) so as not to bother with the history and line-by-line accrual. This will take about 2 hours in the form of an action at the stage where you will enter the current sum of your bonuses in the open card in the second field of the order or the user.
I correctly understood that the action will work as follows:
- we move on to the stage
- the action finds the Client on the website and records the amount of bonuses in an additional field of the process
Will we be able to simultaneously overwrite the amount of remaining bonuses in the customer's card in the box?
if so, then such a solution looks more interesting
I am checking with the Client now and please prepare an invoice
26.02.2024, 18:12
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Paid
Please put it to work
Please put it to work
28.02.2024, 14:17
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Legeza Vyacheslav
iCOLOR OneBox (FOP LEGEZA VYACHESLAV VALERIANOVYCH) wrote:
Care Department
OneBox production wrote:
You can also make it a little simpler and simply have the user in the additional field, when going to a stage in the order, write how many bonuses he has left in number (the sum of all bonuses on the card) so as not to bother with the history and line-by-line accruals and write-offs. This will take about 2 hours in the form of an action at the stage that will write down the amount of his bonuses current in the open card in the additional field of the order or the user.
I truly understand that the action will be ordered in the coming order:
- we move on to the stage
- go to the Client’s website and write down the amount of bonuses in the additional field for the process
Is it possible to instantly re-write the amount of excess bonuses into the money manager’s card in boxing?
If so, then this solution looks more useful
I’ll check with the Client right away and be kind, dear
Focus, please, on the terms, when the box is ready
On the basis of protest, the fragments may emerge from untransmitted moments and adjust to the Client
11.03.2024, 09:47
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Original comment available on version: ru
it just so happened that today))
The action "Get a list of bonuses for the process client from Opencart" at the stage. It should be uploaded to you tomorrow, they didn’t seem to provide a link to the box
The action "Get a list of bonuses for the process client from Opencart" at the stage. It should be uploaded to you tomorrow, they didn’t seem to provide a link to the box
11.03.2024, 21:11
Original comment available on version: ru
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Department of Care
OneBox production wrote:
It should be delivered to you tomorrow, they didn't seem to give a link to the box
Good afternoon
looks like this setup should work
True?
We need to create and select:
An additional field to enter the amount of bonuses
12.03.2024, 09:12
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Original comment available on version: ua
Wrong name of the action, sorry. Look for the same with Opencart but for the process client))
12.03.2024, 09:38
Original comment available on version: ru
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Department of Care
OneBox production wrote:
so it turned out that today))
Action "Get List of Bonuses by Process Client from Opencart" in stage. It should be delivered to you tomorrow, they didn't seem to give a link to the box
I checked on another box and with the name everything is OK, as it should be:
Get a list of process client bonuses from Opencart
But the action has not yet been unloaded into the box for which the finishing touches were made.
I expect to see here: balistyka-1b-app
12.03.2024, 18:46
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Good afternoon
There is a problem with this update
Adjusted the action in the procedure to receive bonuses from the site for the Customer of the order.
They started to check, but the action does not work.
Here are screenshots of two orders from different Clients, for which they were supposed to receive bonuses from the site, but did NOT.
Fix it please
There is a problem with this update
Adjusted the action in the procedure to receive bonuses from the site for the Customer of the order.
They started to check, but the action does not work.
Here are screenshots of two orders from different Clients, for which they were supposed to receive bonuses from the site, but did NOT.
Fix it please
bandicam 2024-03-25 12-12-44-461.jpg
bandicam 2024-03-25 12-15-23-856.jpg
bandicam 2024-03-25 12-16-42-250.jpg
25.03.2024, 12:23
Вячеслав Легеза
Original comment available on version: ua
link to order and link to procedure please.
25.03.2024, 14:29
Original comment available on version: ru
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Department of Care
OneBox production wrote:
link to the order and link to the procedure, please.
is on the screens
procedure:
balistyka.1b.app/app/workflow/17/procedure/145/
tasks
balistyka.1b.app/55572/
balistyka.1b.app/55593/
25.03.2024, 15:51
Вячеслав Легеза
Original comment available on version: ua
The user https://balistyka.1b.app/app/contact/4865/ does not have a 1c code, and any other link to the open card, respectively, is not looking for bonuses, because the user's Yiddish is not on the open card. You need to register your ego through the settings
Update the client's phone number, name, surname and email.
When importing a client, assign him an external id
Update the client's phone number, name, surname and email.
When importing a client, assign him an external id
28.03.2024, 10:28
Original comment available on version: ua
settings in the process import action, and accordingly create a new process so that the settings are applied to it and an external id is assigned to the new contact
28.03.2024, 10:29
Original comment available on version: ru
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Department of Care
OneBox production wrote:
Update the client's phone number, name, surname and email.
When importing a client, assign him an external id
the first tick was already there
put the second tick
Department of Care
OneBox production wrote:
settings in the process import action, and accordingly create a new process so that the settings are applied to it and the external id is assigned to the new contact
we check
28.03.2024, 13:05
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Original comment available on version: ua
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