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 and writes a REDEEM line.
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 with no status is not stopped — and a member created at the till has none, though Membership Admin displays it as UNVERIFIED |
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. The bill’s redeeming lines then become
REDEEMtransaction lines and the balance is updated by the queue. - 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 Points Setup).
- 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. The setting alone does not achieve that: the till stops only a member whose status is set and is not verified, and a member created at the till is saved with no status. Membership Admin shows such a member as UNVERIFIED without storing it, so open the member there, pick the status and save it — only then does the till refuse the redemption.
- 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 |