产品详细信息以英文显示。翻译即将推出。
速览
- 价格
- $499.00 USD
- dynamics_365_business_central 版本
- —
- 设置时间
- 20160分钟
- 许可证
- 一次永久
- 语言
- 11 语言
一次性购买
Customer Loyalty & Rewards
A configurable points, tiers and rewards engine for Microsoft Dynamics 365 Business Central that turns every POS and online sale into repeat-customer loyalty. Built, installed and supported by ECOSIRE as a per-tenant AL extension.
$499.00USD
现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。
核心功能
Points earn and burn rules configurable by item, item category and sales channel, evaluated on Sales Line posting via AL event subscribers
Tiered membership with spend or points thresholds, automatic tier promotion/demotion, and per-tier benefit profiles
Member identification by loyalty card number, phone number or mobile app ID, surfaced on the Customer Card and POS lookup
Reward catalog with automatic discount redemption applied to qualifying sales lines at posting time
Birthday, anniversary and date-based campaign triggers run on the Business Central job queue
Points ledger as a dedicated AL table with full transaction history, reversal on credit memo, and drill-down from the Customer Card
REST/OData v4 API endpoints to read balances and post point adjustments from eCommerce, POS or external systems
Optional Power Platform / Dataverse integration for member self-service, Power BI loyalty dashboards and Power Automate flows
Dedicated permission sets separating loyalty administrators, cashiers and read-only reporting roles
Configurable expiry rules for points (rolling or fixed-window) handled by scheduled job queue entries
Multi-currency and multi-channel aware so points value is consistent across POS, web and wholesale
Upgrade codeunit and data migration logic so balances survive extension version updates
关于此产品
Customer Loyalty & Rewards is a build-to-order Microsoft Dynamics 365 Business Central extension that adds a complete points, tiers and rewards engine directly inside your ERP — no separate loyalty silo to reconcile. ECOSIRE builds it in the AL language as table and page extensions on Customer, Sales Header and Sales Line, with event subscribers on posting routines (OnAfterPostSalesDoc) so points earn and burn the moment a sale is posted, whether it originates at the POS, the web shop, or a back-office order.
为什么选择 Customer Loyalty & Rewards
Points earn and burn rules configurable by item, item category and sales channel, evaluated on Sales Line posting via AL event subscribers
Tiered membership with spend or points thresholds, automatic tier promotion/demotion, and per-tier benefit profiles
Member identification by loyalty card number, phone number or mobile app ID, surfaced on the Customer Card and POS lookup
Reward catalog with automatic discount redemption applied to qualifying sales lines at posting time
Birthday, anniversary and date-based campaign triggers run on the Business Central job queue
Points ledger as a dedicated AL table with full transaction history, reversal on credit memo, and drill-down from the Customer Card
This is not an instant AppSource download. ECOSIRE scopes the rules with you, develops the extension against your data model, then installs it as a per-tenant extension on your Business Central Online (SaaS) tenant or on-premises environment — so it never blocks a Microsoft platform update and ships with its own permission sets and upgrade codeunits.
You configure earn/burn rules by item, item category and sales channel; define membership tiers with spend thresholds and benefits; and identify members by loyalty card, phone number or app ID. A reward catalog drives automatic discount redemption on qualifying lines, and the job queue runs scheduled campaign, birthday and anniversary triggers. Points balances and member data are exposed through the BC REST/OData v4 API so your eCommerce front end, POS, or a Power Platform / Dataverse flow can read balances and post adjustments in real time.
Everything lives in your own tenant — your data, your security model, your audit trail. ECOSIRE delivers the source, the AppSource-grade .app package, deployment, and a handover session, then supports and updates it as Business Central evolves.
你得到什么
- A per-tenant Business Central AL extension (.app package) installed on your SaaS or on-premises environment
- Full AL source code: table/page extensions, the points ledger table, earn/burn codeunits and event subscribers
- Configured earn/burn rules, tier thresholds and reward catalog matching your scoped requirements
- Dedicated permission sets for loyalty admin, cashier and reporting roles
- REST/OData API endpoints documented for your eCommerce or POS integration
- Optional Power Platform / Dataverse connection and a starter Power BI loyalty dashboard
- Deployment, smoke-testing and a recorded handover/training session for your team
- Post-delivery support window with bug fixes and Business Central version-compatibility updates
这是给谁的
Retail Operations Manager
Runs multi-store retail on Business Central with an integrated POS and wants to drive repeat purchase using existing sales data, without buying and reconciling a separate loyalty platform.
Hospitality / Restaurant Owner
Wants members identified by phone or app at the table or counter, with birthday and anniversary offers triggered automatically and redemptions handled inside the same ERP that runs the books.
eCommerce & Omnichannel Lead
Needs a single points balance shared across web and physical stores, exposed via the BC REST/OData API so the online storefront can show and redeem points in real time.
Business Central Administrator / Finance Lead
Cares that loyalty lives as a governed per-tenant extension with its own permission sets and audit trail, doesn't break platform updates, and keeps point liability visible in the ledger.
安装概述
从ECOSIRE下载
在 ecosire.com 上购买许可证并从您的帐户仪表板下载 Customer Loyalty & Rewards 模块 ZIP。
上传至Odoo
将 ZIP 解压到服务器上的 Odoo 自定义插件文件夹中（或通过“应用程序”>“从 Odoo.sh / runbot 上的文件安装”上传）。
安装模块
激活开发者模式，打开应用程序，单击更新应用程序列表，搜索 Customer Loyalty & Rewards，然后按安装。
配置设置
打开新菜单，粘贴您的 ECOSIRE 许可证密钥，连接任何外部凭据（Shopify、Amazon、Stripe 等），然后保存。
验证并上线
运行内置连接测试，同步前 10 条记录，并安排定期 cron。如果出现任何问题，请联系支持人员。
Customer Loyalty & Rewards 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | 奥杜本机 |
|---|---|---|---|---|
| Runs natively inside Business Central (no separate loyalty silo) | ||||
| Points earn/burn on POS and online sales out of the box | ||||
| Tiered membership with automatic promotion/demotion | ||||
| Built, installed and supported on your tenant by the vendor | ||||
| Tailored to your exact rules, items, channels and tiers | ||||
| REST/OData API for eCommerce and POS integration | ||||
| Dedicated permission sets and ledger audit trail | ||||
| Ongoing version-compatibility updates included |
关于Customer Loyalty & Rewards的常见问题
+Is this a download from Microsoft AppSource?
No. Customer Loyalty & Rewards is build-to-order. ECOSIRE develops the extension in AL against your requirements, then installs it as a per-tenant extension directly on your Business Central environment. You receive the .app package and the source — there is no public AppSource listing to self-install.
+How long does delivery take?
A standard configuration is typically delivered in about 2 to 4 weeks from a confirmed scope. The first step is a short discovery call to lock down your earn/burn rules, tier structure and channels. Heavier customization (deep eCommerce/POS integration, custom Dataverse flows) extends the timeline, and we give you an honest estimate before you commit.
+What happens with ongoing support and updates?
Every build includes a post-delivery support window covering bug fixes and compatibility with Business Central's major and minor platform updates, since per-tenant extensions can be affected by Microsoft's release waves. After the initial window we offer an optional ongoing support and enhancement plan — pricing depends on scope and is agreed up front, never auto-charged.
+Will it work with my existing POS and online store?
Yes. The engine earns and burns points on the standard Business Central posting routines, so any sale that posts to BC is covered regardless of where it originated. For real-time balance display and redemption in your POS or web shop, we expose REST/OData v4 endpoints and can build the integration as part of the scoped work.
+Where does the loyalty data live and who can see it?
All member, points-ledger and reward data lives inside your own Business Central tenant — never on an external ECOSIRE system. Access is governed by dedicated permission sets we ship with the extension, so you can separate loyalty administrators, cashiers and read-only reporting users, and every points transaction is traceable in the ledger.
+Can points expire and can we run time-based campaigns?
Yes. Points expiry (rolling or fixed-window) and date-based campaigns, including birthday and anniversary triggers, run as scheduled entries on the Business Central job queue. The rules are configurable, so you control expiry periods, campaign windows and bonus multipliers without code changes after delivery.
为什么客户信任 ECOSIRE
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符合 GDPR
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终身更新
LGPL-3.0 许可证
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Customer Loyalty & Rewards
A configurable points, tiers and rewards engine for Microsoft Dynamics 365 Business Central that turns every POS and online sale into repeat-customer loyalty. Built, installed and supported by ECOSIRE as a per-tenant AL extension.
- Points earn and burn rules configurable by item, item category and sales channel, evaluated on Sales Line posting via AL event subscribers
- Tiered membership with spend or points thresholds, automatic tier promotion/demotion, and per-tier benefit profiles
- Member identification by loyalty card number, phone number or mobile app ID, surfaced on the Customer Card and POS lookup
- Reward catalog with automatic discount redemption applied to qualifying sales lines at posting time