Pricebook Configuration
A price book is the only place in BigLedger where a member’s class changes a price or earns points
automatically. A price set inside a book says who qualifies (header rules — Member Class is
one of them), which items (line rules), and what happens (a discount, a sales price, or a Point
treatment). GadgetSphere’s “Gold members get 5 % off accessories and double points” is one book
with two price sets, both with a Member Class rule naming GOLD.
Where to do this
Pricebook — a Core applet, not Membership Admin. The
member classes it lists come from Membership Admin.
Then, in each consumer: POS General’s DEFAULT_PRICEBOOK (and PRICEBOOK_POINTS_AUTO_APPLY if
the Point treatment should apply without the cashier opening the Membership Points tab), and the
equivalent setting on Sales Invoice, Sales Order and Sales Quotation. The OCR processor evaluates
the price book named on its job template.
Facts from the Pricebook page that decide your design
- Header rules that the counter evaluates: Valid Date Range, Branch, Entity Type, Member Class, Employee Category, Customer Category. Member Label, Company, Currency, Settlement Method and OCR Company header rules are ignored by the client calculator — treated as satisfied. Do not build tier pricing on labels.
- All evaluated header rules must pass; the Or option on the tab is not applied.
- A Relative validity period stores null dates and never matches; use absolute dates.
- Multi-line rules are not evaluated at all, and among single-line rules only Item, Item Code Regex and Category 1 … 10 ever match; Item Category, Item Name Regex and the category regex types never do.
- A treatment that names a Pricing Scheme makes the price set apply only to lines priced on that scheme (POS path).
- A Point treatment’s points land on the document line as
point_amount/point_currency, which is what the backend turns into aREWARDline at the configured document type and status — see Points Setup.
Decide before you build the book
- One book per purpose the terminal can select. A terminal has one
DEFAULT_PRICEBOOK; a promotion book that replaces the tier book for a weekend loses the tier prices for that weekend. - Whether the treatment is a discount or a sales price. With both on one price set the lower Priority wins and a tie applies the discount; the Pricebook page has the calculator’s rules.
- The Point treatment’s Validity Period (Days) — it is the expiry of every point the book awards.
When it goes wrong
| Symptom | Cause | Fix |
|---|---|---|
| Gold members get standard prices | The terminal’s default book is another book, the rule’s dates are relative, or the class on the member is not the one in the rule | POS Default Selection; absolute dates; check the member’s class |
| A Member Label rule has no effect on sales documents | The calculator ignores that rule type | Use Member Class or Customer Category |
| Points from the book are not on the bill | PRICEBOOK_POINTS_AUTO_APPLY off and the cashier did not apply them | Turn the setting on |