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Rewards Setup

Membership Admin decides who a member is. What a member gets is configured in three other places, and the previous version of this section described a fourth — a pricing scheme tied to a member class — that does not exist.

MechanismWhat the member experiencesConfigured inPage
Price bookA lower price, or extra points, applied when the line is addedPricebook — a price set whose header rule is Member ClassPricebook Configuration
PointsA balance spent at the tillMembership Admin (currency, rate) + POS General (settlement / discount item)Points Setup
VoucherA code or serial presented at checkoutVoucher ManagementVoucher Rewards
Pricing schemeNot a membership mechanism — a price-list template on the itemDoc Item MaintenancePricing Scheme Rewards explains why

The one scheduled reward the backend has is the birthday gift: MEMBER_BIRTHDAY_GIFT_PROCESSOR gives points (a currency, an amount, a validity in months) or assigns vouchers to members of the chosen classes on their birthday or in their birth month (MemberBirthdayGiftProcessor L58–L61 and its properties). It is a scheduler job, not a screen in Membership Admin.

Order

  1. Items and, if the price book will use them, item categories, in Doc Item Maintenance.
  2. Member classes in Membership Admin — the price book rule refers to them.
  3. The price book and its price sets; then set it as DEFAULT_PRICEBOOK on each POS terminal and sales document applet that should apply it.
  4. Vouchers, if any, and their rules.
  5. A test bill per class at GS-KV-01 before the campaign goes live across 22 branches.