Cash Conversion

“Cash conversion” is redemption: a member with 12,000 GSPTS pays RM 120 of a RM 349 pair of wireless earbuds with points and the rest by card. It happens in POS General, in one of two ways the applet page documents: a member-points settlement (points ↔ cash value, with a maximum), or a points-discount line carried by the MEMBER_POINT_DISCOUNT adjustment item. At FINAL the backend checks the redeemed points against the member’s balance; the REDEEM line that spends them is written only if the bill is the document the company’s member-point configuration names.

Where to do this

Nothing on this page is set in Membership Admin beyond the currency and the rate. The counter configuration is POS General’s:

Setting	Where in POS General	Why
`SHOW_MEMBER`	Settings (see the POS General page)	Puts the MEMBER button on the till. If the till is set to combine the customer and member lists, the button stays hidden whatever this says, and the member comes with the customer you pick
Points Discount Item Code (`POS_DEFAULT_POINTS_DISCOUNT_GUID`)	Default Selection	The item that carries a points redemption as a line; without it the till falls back to the Default Group Discount item, and with neither set the line cannot be added
`POS_ALLOW_VERIFIED_MEMBER_REDEEM_POINTS`	Settings	The till hides POINTS DISCOUNT and redeems nothing for a member whose status is set to anything but verified. A member created at the till is saved `UNVERIFIED`, like one created in Membership Admin, so with this on the till offers it no points until somebody verifies it
`POS_SHOW_MEMBER_POINT_DISCOUNT_POINT_LISTING`, `POS_SHOW_MEMBER_POINT_DISCOUNT_Z_REPORT`	Settings	Points-discount columns in the listing and the Z Report. The first also puts the POINTS DISCOUNT button on the till: with it off, a points-discount line cannot be added at all

The MEMBER_POINT_DISCOUNT item itself is created in Doc Item Maintenance (item type Member Point Discount).

What the backend does

At FINAL of a cash bill or sales invoice, the backend adds up the points the bill’s item lines redeem and refuses the bill if they exceed the member’s stored balance in that currency — the same running total the till shows, not the sum of the member’s unexpired lots. A bill that redeems in two point currencies at once is not checked at all.
Only item lines count, so a points-discount line is checked and a member-points settlement, a payment line, is not; and the check runs only when the finalising call asks for it, as the bill screen does whenever a member is on the bill (the two buttons).
The bill’s redeeming lines become REDEEM transaction lines, and the queue updates the balance, only when the bill is the document type, at the posting status, that the company’s MEMBER_POINT configuration names — an internal sales order at FINAL unless somebody changed it. On a company still at that default, a cash bill’s redemption passes the FINAL check and is not deducted from the member: point the configuration at the cash bill (Points Setup).
A redemption spends the lots that die soonest, and only lots whose end date has not passed. A lot past its end date that the expiry run has not yet swept still sits in the stored balance, so the till and the FINAL check both let the member spend it, but no lot pays for it.
On VOID the bill’s points are not reversed. Redeemed points are not returned and earned points stay in the balance the till shows; settle either with a Point Adjustment on the member (see Membership in Depth → A stored running total).
Nothing posts to the ledger from the points. The cash bill posts what it always posts; the points settlement or discount line is part of that bill.

Decide before you switch it on

Whether unverified members may redeem. GadgetSphere requires verification, because a member created at the till from a phone number is otherwise a balance anyone can spend. A member created at the till is saved UNVERIFIED (the server fills it in when the till sends none), so with the setting on its points wait until somebody checks the person and saves VERIFIED in Membership Admin. Decide who does that check, and when, before you switch the setting on.
A maximum per bill, if the business wants one — the settlement panel supports a maximum.
Whether redemptions should be visible in the Z Report; supervisors reconciling a drawer usually want them.

When it goes wrong

Symptom	Cause	Fix
The points screen refuses before it shows a balance	The membership’s end date has passed. The screen compares today against the member’s End Date and stops there, before it looks at balances, currencies or rates	Check the member’s End Date first — it is the one cause that produces no other symptom. Extend it, or set the membership `LIFETIME`
The screen offers the wrong point currency and there is no way to change it	It uses the first currency in the member’s balance list with no selector	Keep one point currency unless a second balance must genuinely be kept apart from the till
Points discount missing at the counter	The listing setting above is off, Points Discount Item Code not set, member not verified, or no points-to-money rate	Turn the listing setting on; POS Default Selection; verify the member; PTS to CCY Config
FINAL rejected on a bill with points (insufficient point balance)	Redeemed points exceed the member’s stored balance in that currency	Reduce the points. If the till showed enough, the stored balance has moved since the bill was started — an expiry run that has not yet been rebuilt shows as zero (see Points Setup)
Balance looks wrong after a void	A void does not reverse points: redeemed points are not returned, earned points stay in the till’s balance	Post a Point Adjustment on the member, then compare the till with the Points Expiry tab