Points Setup
Setting up points is four decisions, and the two made outside them are the ones behind “the bill showed points and the member has none”. Membership Admin holds what a point is called and what it is worth; how a member spends points is set at the counter, and how long they live is set on each source that awards them. How many points a bill earns is set in the price book, and whether those points ever reach the member is decided by one company-level record that no Membership Admin screen shows.
This page says who in the business owns each decision; the chain from the line on the bill to the balance at the till, and a thirty-second test for the first bill, are on Membership in Depth.
Agree the earn rate and the point’s value in the same meeting, because they are set in two
different applets and multiply out to the price of the programme: at GadgetSphere, one GSPTS per
RM 1 and 100 GSPTS to RM 1 give back 1 % of every member sale. Double the earn rate on accessories in
the price book and, at that same point value, that line gives back 2 %: the rate row in Membership Admin
sets what a point is worth, never how many points a line earns
(Conversion Rates → Agree the rate once).
Where the points on a bill come from
A price set, the commission scheme run or the OCR processor puts a number on the line; a job after
Finalise turns it into the member’s points only for the document type and status the company’s
MEMBER_POINT record names (by default the sales order, not the cash bill); and the till offers a
stored running total that departs from the lots at three named moments. Each stage, and what a void
does not undo, is on Membership in Depth › Where points come from, and where they go.
When it goes wrong
Membership in Depth → When it goes wrong covers points that never arrived, points the till still offers after expiry or a void, and a member who shows zero; Membership in Depth → How you know it worked proves the first bill before the branches go live.
What points are not
Points are not a ledger entry, so the points you owe your members appear in no account until somebody puts them there; the month-end liability is What You Owe Your Members.
Read next
The model behind these settings — a line, a lot and the balance — is on Point Currencies and Balances. Currency Configuration is the first decision, and everything else on this page names the currency it creates. When a member says their points are missing, go to Membership points and vouchers — troubleshooting instead.