CiviCRM Community Forums (archive)

cool. can u describe a bit more on what are the other school activities you handle within Drupal/CiviCRM. A prompt response would be great, since i'm meeting with some folks at my kids school tomorrow morning A link to a site in progress would be even better

regarding your specific query, not sure where you are storing that data and how. Assuming its in some db tables, you can do the below by implementing the pageRun hook for the view profile case and modifying the template. Ping us on irc if you need more details on how to proceed

lobo

We have all the fall courses, winter courses, and summer courses. Each class (20 of them in the fall schedule, for example) has an amount due, late fee, and amount paid field (set as money). What we then need is for it to tell how much total has been paid and how much is still due.

Where are you storing this information? Your best bet would be to implement the pageRun hook as mentioned previously

thanx for the info on what u r doing for the school

lobo

Hi All

I am planning to use civiCRM to manage a food coop.

The food coop works like this: every week, a basket of organic vegetables is delivered to the customer directly from the producer through a network.

The customer may choose between a variety of baskets (small, medium, large), and the customer may choose from a variety of delivery options (home delivery or pick-up) and a variety of purchase modes (one-off, forthnightly subscription, monthly subscription). The customer may also check the contents of the upcoming basket and request removal or addition of specific products.

I can probably handle most of these needs using the civiEvent and PriceSets. Each Weekly Delivery will be a different event, and the options would be just like normal event options.

The only thing I can't figure out how to handle easily with civiCRM is the financial balance of each customer account. For a series of practical reasons, it is desirable to minimize the number of monetary transactions with each customer. Ideally, we should have one monthly payment (a contribution) in where the customer selects a plan (for example, big basket every week, or small basket every fortnight). Based on that, the customer makes a deposit equivalent to the price of his plan.

As the month goes by, the customer may add a few item to his delivery or may skip a week here or there or may request a downgrade from large to small on a given week. Based on these requests, his accounts gets credited or debited.

How can I keep track of his account balance? Is there a way to invoice moneys that are falling short?

André

Hi Lobo, thank you very much.

I am writing you from Brazil - where I live now - but I used to live in New Zealand until January. I am befriended with Peter Davies - that's how I learned about civiCRM. I would like to acknowledge you for the great work you are doing, and for making so many wonderful things possible for organizations that make a difference in so many lifes. It takes a lot of generosity and leadership to do what you are doing, and this tells a lot about who you are.

You mentioned "one of your delivery boxes" - does that mean that you know someone who is using civiCRM to manage box deliveries, or you are just sharing about best practice in the life world? If it is about a civiCRM user, I would appreciate if you could share this contact with me - may be we can create a community of practice based on a special interest.

Re: setting default values for items chosen based on what they ordered last week - well, I am not sure wether that would work. We can do that with the basic baskets (there are three or four types and the price is fixed for each), but I am not sure if we can do that with the individual items that may be added to or subtracted from the baskets, because those change in price and quantity every week, based on what is available in the market and the purchasing price.

Re: free events + charging periodically - that looks good. The amount, however, depends on a calculation that is similar to that of a currency account. There is an initial credit (we can handle that with Membership), then there are multiple debits (Event Registrations with Pay Later), then there is the Balance (a calculated field). We can set a custom Group with people whose balance is below a certain threshold, and we can run a script to send, to the group, an email message with a link to a contribution to top up to a certain amount (the top up amount could be also a field, and the amount can vary from contact to contact based on his preferences).

Any comments about this approach? Can you suggest someone to develop the scripts for me? May be someone who would be ready to give back to the community in the form of a civiBalance module, or civiTopUp or both? If you know someone who would benefit from those modules, please let me know.

Best,

André