CRE-Loaded Website 6.2 standard and require the following systems setup;-
1. Setup Manual Order form as outlined below.
2. Setup Fundraising/Promotional code as outlined below.
1. Order Form
I would like added a downloadable, printable order form so that customers can fax in orders for me to process manually.
This order form should be accessible to the customer from both the main page (a link to the form inside a unique infobox) and also at the checkout via a button linked to the form that should be stored as a on my website / hosting account.
I require the ability to replace the order form at my discretion and would like to be able to upload it in both word and PDF format. I want the ability to upload new order forms at will so that I can change it according to the season or in the event my address or contact details change.
Please see attached Order Form in Word Format.
2. Fundraising/Promotional Code
This is the most important feature so it is imperative to get it right.
• I must be able to generate the code myself.
• The code needs to be at least 10 letters and be able to have numbers and symbols such as *!/ and – in it.
• The codes must be able to be used multiple times by multiple users as I intend using it as a promotional code so one person in the promotion group may use it 5 times and three other members of the promotional group may only use it once during the promotion period.
• The code must not have an expiry date.
• I must be able to delete and modify codes.
• I must be able to run a report based on date of sales collecting data as per the example table below
(This would require setup of a module in ADMIN with a similar interface & menu to a CRE Loaded Discount Code system, but using my Fundraising/Promotional code requirements outlined in this document)
NOTE THAT ALL NAMES AND ADDRESSES ETC ARE SAMPLES, NOT ACTUAL.
Promotional Code Date of purchase Purchaser ID Name Address Suburb State Pcode Purchase Amount
FFPFERN 3/12/2009 Person’s email address Jane Doe 123 First Street Fernvale QLD 4306 $27.00
STJBEEN 13/12/2009 Person’s email address Mary Biggs 4 Tarlo Street Eagleby QLD 4207 $120.00
MMABIRK 13/12/2009 Person’s email address Scott Page Level 1, 16 The Esplanade Birkdale QLD 4159 $55.00
FFPFERN 17/12/2009 Person’s email address Annette Baker Lot 112, Fernvale -Lowood Connection Road Lowood QLD 4131 $34.00
FFPFERN 22/12/2009 Person’s email address Gwen Gray C/- JJ & Son, PO Box 673 Lara NSW 2742 $279.00
MMABIRK 22/12/2009 Person’s email address Patricia Bucket 8 Eagle Street Birkdale QLD 4159 $94.00
STMWYNN 22/12/2009 Person’s email address Rose Stanley PO Box 12 Tingalpa QLD 4163 $57.00
STMWYNN 23/12/2009 Person’s email address Franz Zhou Level 6 Cyberport Building, 100 Cyberport Road Tingalpa QLD 4163 -$88.00
RCHBRIS 23/12/2009 Person’s email address Lee Chung Room 153, West Dorm, Student Accomodation UQ St Lucia QLD 4009 $70.00
I intend giving the codes out as a “Fundraising Promotional Code” where the group doing the fundraiser tells their members to purchase from my website using this promotional code in the checkout. I run a report at the end of the month showing what sales have been made using this promotional code and then I write a cheque to the group doing the fundraising.
The Fernvale Playgroup, Cane Festival Entrants Cathy and Valarie, the Redlands Lions Club and St Mary’s Primary School have all signed on to run a Fundraiser through Dahleena’s Beary Special Gifts. Each group has been promised a cheque for the equivalent of 10% of their sales in excess of $500.00, 15% for sales in excess of $1000.00 and 20% for sales in excess of $1500.00 for their fundraiser.
It just so happens that all of these groups are running their fundraisers at the same time so Dahleena’s Beary Special Gifts must be able to establish how much of the sales over the period were from each group. To do this, each group has been given a unique promotional code: FFP/GROUP, CANECATH, CANEVAL, REDLIONS and STMARYCS. Customers to the website enter their community group’s promotional code at the checkout so that they know their sales contribute toward their group’s fundraiser.
At the end of the period, Dahleena’s Beary Special Gifts runs a report which picks up the promotional code used on each sale, the email/id of each customer, the total sales value (excluding postage) of each sale and the date of each sale. This extraction report is either generated in excel format, or can be exported to excel (e.g. in CSV / comma delineated format) for manipulation via ADMIN. From the report, total sales for each group can be calculated and a report with remittance showing sales and dates can be provided to each group.
This would also require setup of a menu item in ADMIN to allow easy download of the report / export to Excel.
There is no need for the promotional code to be generated by the system. I can make up my own codes. I just need a field in the checkout where it can be entered and picked up by the data extraction report. I would also like to ability to modify reports to pick up or delete fields as necessary and be able to run them not just on date, but on the Promotional Code also.
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