54 lines
2.5 KiB
ReStructuredText
54 lines
2.5 KiB
ReStructuredText
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Household / Shared Accounts
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A common scenario is where a Customer (or Employee, or Member) is able
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to "share" benefits of their account, with their immediate household.
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There may be other variations but we'll stick with that example here.
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Although to clarify, while many e.g. retail food co-ops may consider
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the "Household" concept to be an extension of a "Member" account
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specifically, Rattail instead considers it a logical extension of the
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"Customer" account. This is because the benefits which are extended
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to the household normally apply to "shopping" specifically, and
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Rattail uses the "Customer" concept to represent that. (Same holds
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true for a more traditional retailer which might extend benefits to
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the Household of an Employee - the Household will still fall under a
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Customer account logically.)
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So it might be possible for Rattail to add a broader / more generic
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"Household" concept later, but for now it's all about Customers. (And
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a Member account is normally tied to a Customer account, so it's not
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much more than a difference of semantics.)
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Okay! With that out of the way...
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Household accounts can be tricky. For instance are these people
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actually tracked in your system? (Do they need to be?) If so are
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they tracked as separate accounts or just minimal (e.g. name) info
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somehow tacked onto the main account? In particular how are the
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accounts represented in your POS system?
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Rattail can be used to help track e.g. Household-related links between
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various Person and/or Customer records. What you do with such links
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is up to you of course, but some ideas:
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If your POS allows for it, you might have Rattail keep the POS in sync
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for (at least certain types of) changes to Household-related accounts.
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For instance in the dynamic coupon scenario, let's say you do maintain
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separate POS accounts for the "parent" Customer as well as the
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Household "shopper". When a coupon is given it may be enabled for
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both of the accounts, but then when it is redeemed by either it
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becomes disabled for both.
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Now, maybe your POS already has a way to link Household accounts, and
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even a way to handle the dynamic coupon example. But then that sounds
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like you already have a good enough system and don't need Rattail to
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be the Household "system" at all. Although it could still be used for
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reporting and similar needs, etc.
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So if your current situation is "not ideal" then Rattail is here to
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help in whatever way it can; however it's difficult to describe the
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scenarios it might best be suited for, until more real-world scenarios
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are dealt with.
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