Install custom app from Marketplace and customize
Requirement
Customize the Point of Sale application installed from Marketplace to include a membership module.
Use case
A retail store requires a regular point of sale application with certain store-specific personalizations to ease their checkout process. Instead of building the app from the ground-up, a pre-built app can be installed from the marketplace. The installed app can later be edited to implement the required customizations.
Let's assume the Point of Sale custom app available in the Marketplace has everything the retail store needs except for the automations related to their unique membership policy. Their policy dictates, once a customer purchases their membership, an initial credit points of 100 will be added to their account. From the next purchase on, 10% of the total price will be added to the customer's credit points. At the end of each year, customers can redeem their credit points with discounts and goodies.
To record these membership purchases and credit points, the store needs an additional module in the Point of Sale app available in the marketplace. In this tutorial, let's install the Point of Sale custom app from Marketplace and personalize it according to the store's requirement.
Steps to follow
1. Navigate to the Marketplace and install the Point of Sale custom app.
2. Edit the installed custom app and create a form with the following details.
Form | Form Link Name | Field Type | Field Name | Field Link Name |
Membership | Membership | Lookup (Add Customers) | Member | Member |
Auto Number | Membership ID | Membership_ID | ||
Number | Credit Points | Credit_Points | ||
Currency | Price | Price |
3. Set the initial value of Credit Points and Price fields as 100 and 1000 respectively. The future addition of credit points must be based on the total amount of the customer's purchase. Therefore, let's now disable these fields.
4. Create a workflow with the following details.
5. Click Add New Action and save the following Deluge snippet in the Deluge editor to disable the Credit Points and Price fields.
- disable Credit_Points;
- disable Price;
6. Create another workflow with the following details.
7. Click Add New Action and save the following Deluge snippet.
- new_credit = input.Total * 0.1;
- record = Membership[Member == input.Customer];
- existing_credits = record.Credit_Points;
- record.Credit_Points = existing_credits + new_credit.floor();
See how it works
Points to Note
- The custom app used in this tutorial was developed by Zoho. The custom apps available in the marketplace that are developed by Zoho are free of cost. However, custom apps developed by a third-party can charge you to use them. Paid apps cannot be edited. You can use the paid apps as such or contact the developer of the custom app to implement the customizations you require.
- To publish an app in Marketplace, use developer zone.
Related Links
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho CPaaS?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Publish to Marketplace
Requirement Publish a custom app in Marketplace. Use Case A care-taking facility wants to search for appropriate caregivers to the patients in the same postal code. They have built an application that will help everyone during an emergency. Now, they ...Understanding marketplace distribution
This help page is for users in Developer Console version 6. If you are in the older version (Developer Console 5), click here. Know your Developer Console version. 1. What does this page cover? Learn about the Marketplace section in your Developer ...Understanding application creation with AI using Zia App Builder
In a nutshell Zia App Builder helps you create complete Zoho Creator applications using prompts. Describe your requirements through a text prompt or upload relevant documents, or use both, and Zia App Builder generates an application tailored to your ...FAQs: Creating an Application
This page offers insights on creating applications from scratch, the steps involved in creating an app, exploring different components of an application and deluge, importing data and the limitations involved. How to create an application? Locate and ...Installing custom apps and extensions
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. Install apps Navigate to the Operations tab on the left pane and click Marketplace under Applications. Click Custom Apps or ...
New to Zoho LandingPage?
Zoho LandingPage Resources