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Membership Scheme Master (Upload)

Technical documentation
08/08/2024

Requirement Overview

This feature helps to create individual membership schemes, allowing the linking of specific products to each plan with detailed discounts, and easy updates to discount rate for those products .

Database Setting

  • Introduce the table membershipScheme which include the following table
    memSchemeID
    SchemeCode
    SchemeName
    Division
    memTypeId
    hasThreshold
    ThresholdAmt
    isActive
    memSchemeUID
    EntryUser
    EntryTimeStamp
    EntryDivision (if required)
    PhiscalID (if required)
  • Introduce the table membershipSchemeDetail which includes the following table.
    memSchemeID
    MCODE
    dis_BeforeThreshold
    dis_AfterThreshold
    memSchemeDetailUID
    memSchemeUID

UI Design

https://www.figma.com/design/mlN1fhTqjOiJp9nR6LuWGr/Tranquility-not-final?node-id=21-112&t=jkSc83QtSvXTIdWd-1

Functional Requirement

*Requirement 1 : * Create Membership Scheme Master under the Master Migration. The system will allow users to upload Membership Scheme from the Master Migration.



Requirement 2 : Create Membership Scheme Master Under Scheme Management >> Masters. Click on Membership Scheme Master.
  • All the created Membership Scheme will be shown in the Membership Scheme Lists.
Requirement 3: When the user clicks on "View," the Membership Scheme (VIEW) UI will be displayed. All uploaded data should be shown in the Membership Scheme view, with fields set to read-only to prevent any user modifications.
  • If the Has Threshold Based Discount Scheme is true then the following UI Should be displayed.

    OR ,
  • If the Has Threshold Based Discount Scheme is false, the following UI Should be displayed.

Requirement 4 : When the user clicks the "Deactivate" button, the scheme should be deactivated, and the ISACTIVE column in the paymentmode should be set to 0.
Note:A confirmation message should be displayed during the deactivation process. After deactivation, the status should be updated accordingly.

Application flow

Step 1 : Navigate to Configuration, select Master Migration, and then choose Membership Scheme Master.
Step 2 : Download the sample and enter the data. There are three attached sheets: one for mapping the Membership Scheme to items, one for Membership Type mapping, and one for Division mapping.
Step 3 : After entering and saving the data, go to Master Migration, select "Upload Sheet," then choose "Membership Scheme Master" from the dropdown menu, and select the file from your device. There will pop up a successful message.
Step 4 : Go to the Masters and Select the Membership Scheme Master.When user clicks on Membership Master ,all the Membership Scheme Lists should be shown’
Step 5 : When a user clicks on View then all the uploaded data should be shown in Membership Master (View) UI.
Step 6 : When the user clicks "Deactivate," an alert message should pop up. After selecting "Yes," the status should be updated accordingly.

Files

clipboard-202408081801-vypcb.png (50.4 KB) clipboard-202408081801-vypcb.png Sumita Gurung, 08/08/2024 12:16 PM
clipboard-202408081803-oeufv.png (12.8 KB) clipboard-202408081803-oeufv.png Sumita Gurung, 08/08/2024 12:18 PM
clipboard-202408081803-rj9n3.png (6.32 KB) clipboard-202408081803-rj9n3.png Sumita Gurung, 08/08/2024 12:18 PM
clipboard-202408081803-ly6ox.png (4.93 KB) clipboard-202408081803-ly6ox.png Sumita Gurung, 08/08/2024 12:18 PM
clipboard-202408081804-v6vul.png (31.3 KB) clipboard-202408081804-v6vul.png Sumita Gurung, 08/08/2024 12:19 PM
clipboard-202408081805-stkvm.png (46.2 KB) clipboard-202408081805-stkvm.png Sumita Gurung, 08/08/2024 12:20 PM
clipboard-202408081806-0t7wf.png (49.7 KB) clipboard-202408081806-0t7wf.png Sumita Gurung, 08/08/2024 12:21 PM
clipboard-202408081807-dyvac.png (46.2 KB) clipboard-202408081807-dyvac.png Sumita Gurung, 08/08/2024 12:22 PM