Rewards Setup
Membership Admin decides who a member is — the class, the labels, the point currency. What a member gets back is configured somewhere else, mostly in applets that also serve customers who are not members at all. That is deliberate: the one price book a GadgetSphere till reads for walk-ins is the same book that gives Gold members 5 % off, so a member rule is one more price set, not a second pricing system to keep in step. This section is for whoever decides what a member gets back, and the table sends you to the page for each mechanism.
| Mechanism | What the member experiences | Configured in | Page |
|---|---|---|---|
| Price book | A lower price, or points, worked out as the line is added | Pricebook — a price set whose header rule is Member Class | Pricebook Configuration |
| Points | A balance spent at the till | Membership Admin (currency, rate) + POS General (settlement or discount item) | Points Setup |
| Voucher | A code or serial presented at checkout | Voucher Management | Voucher Rewards |
| Birthday gift | Points or a voucher on the birthday, or in the birth month | Scheduler, as a clock for MEMBER_BIRTHDAY_GIFT_PROCESSOR | Birthday Gift |
| Pricing scheme | Not member pricing — but an item’s entry can award its own points, or a points price, to any member on the bill, and it replaces the price set’s points on that line | Doc Item Maintenance | Pricing Scheme Rewards explains how |
Start with Member Rewards in Depth: what a member’s bill writes, which reward to use, and the order to build them in. Then the page for the mechanism you chose, in the table above.
What a member’s bill actually writes
The price and the points are worked out at the till and stored on the line; points reach a member only
on the one document type the company’s MEMBER_POINT configuration names; nothing here posts to the
ledger by itself. The full account is on Member Rewards in Depth → What a member’s bill actually writes.
Which one to use
A price set with a Member Class rule for a whole tier, a voucher for one person or campaign, a label only online, a Customer Category price set for one account — the reasons are on Member Rewards in Depth → Which one to use.
The birthday gift
The one reward that runs on its own, from a Scheduler clock you set up with a Json tab: Birthday Gift.
Order
Items, member classes, the point currency, the price book, vouchers, the birthday clock, then a test bill per class — each step and why it comes there is on Member Rewards in Depth → Order.
When it goes wrong
The symptom table is on Member Rewards in Depth → When it goes wrong; the birthday-gift symptoms are on Birthday Gift.
Read next
- Pricebook Configuration — where most member rewards live.
- Points Setup — the currency and the rate; where the points on a bill come from, and the three moments the balance disagrees with the lots, are on Membership in Depth.
- Membership points and vouchers — troubleshooting — walking the chain when a member says points are missing.