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.
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