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Food & Beverage Membership

Franchise-model F&B is one of the verified secondary segments BigLedger sells to. Take a franchise café chain with 30 outlets, most of them franchisee-owned. The membership machinery is the same as the retail shape — read that page first; this one covers what a café chain adds: a points scheme that is not a price book, receipts from other merchants, and a referral programme.

1. Points at the till, the same way

Members are cards in Membership Admin; the cashier finds them in POS General by phone or card. Points come from a Pricebook POINT treatment on the cash bill lines, awarded when the bill reaches the status the company member-point configuration names — which you must set to the cash-bill document type, because the default is a FINAL sales order.

A café often wants “one point per drink” rather than “one point per ringgit”. A price set can carry an Item Category rule on its Single Line tab for the beverage categories (the Multi Line tab is never evaluated by the counter calculator) and a POINT treatment with Operator ABSOLUTE and Value 1, so a latte line earns one point whatever it costs. Nine drinks, nine points; a free-drink reward is then a voucher (below) or a points redemption at the PTS to CCY rate.

What does not exist: a “stamp” currency type with activity-based expiry, a maximum of “27 stamps”, a stamp card that “auto-resets” — a second point currency is just another currency with its own lots and end dates. There is no per-country earning table, no SGD or THB rate on a point currency, no “airport location multiplier” and no time-of-day rule; a price set’s header rules are an absolute Valid Date Range, entity type, member class, branch, employee category and customer category (the counter calculator ignores company, member label, currency, settlement method and OCR company rules), and its Single Line rules are item, category and code / name patterns.

2. Points from a receipt the chain did not issue

A franchisor that wants to reward purchases at franchisee outlets that run their own till — or at partner merchants — uses OCR Cash Bill. The member photographs the receipt in the storefront or in store; AWS Textract extracts it; the server matches the merchant against the applet’s OCR Company master and the lines against its item mapping; a reviewer corrects the mapping, rejects fakes and duplicates and presses FINAL; the membership points processor evaluates the price book named on the OCR job template and writes the point lines. The submission limit per month and the “outdated receipt” window are tenant settings on that page.

Nothing here posts a journal or touches stock — the OCR document type has no signum and no journal handler. The applet page’s troubleshooting table is the one to read before go-live: a FINAL with no enabled subscriber job template produces no points and no error.

3. A referral programme

A café chain that pays existing members for bringing friends uses the MLM Admin Applet with a Commission Scheme of type MLM:

  1. Create a program (code, name, start and end, the commission scheme, the storefront website, and a url_forward containing <URL-KEY>). Enrol the first members as participants — each gets an invite URL key and a QR code.
  2. A participant invites a friend. Either the admin creates an invitation (member, entity or entity-contact invitee) and the MLM_INVITATION_LINK_PROCESSOR sends it through the program’s Unified Contact Center endpoint by e-mail, SMS or WhatsApp, or the friend scans the QR code, lands on the storefront with the key and registers there.
  3. Acceptance — through the anonymous mlm/invitation-acceptance endpoint or the storefront’s post-registration step — creates the friend’s customer entity, membership card and participant row and marks the invitation ACCEPTED; INVITATION_INSERTION_INTO_LINEAGE_PROCESSOR then writes the lineage row, upline → downline, at level parent + 1 (levels 0 to 10).
  4. When the friend buys, the Sales Commission posting run finds the MLM scheme, walks the customer’s lineage upward and writes one commission line per upline level with that level’s treatment. The money is paid through the Sales Commission cycle; its report lists Member, MLM Member and MLM Program.

What does not exist: an “override points” engine — points for uplines come only if the scheme’s Level 0 Membership Points treatment awards them, and the points run uses the first treatment only. Invitations are never auto-expired; the lineage row needs a referral source, which the backend requires even though the screen marks it optional.

4. A free-drink voucher

Issue a PRODUCT or SETTLEMENT voucher in Voucher Management with a FIXED quantity, a redemption date range rule and a Member Class rule; assign tickets to members, or let the birthday gift schedule assign them; the barista redeems the serial at POS as a VOUCHER settlement or a line. Redemption flips the ticket’s status and checks nothing about dates — run the expiry-checking call to mark past-date tickets EXPIRED.

What the old page had that is not in the product

Stamp currencies with 90-day activity expiry; per-country earning rates; tier qualification by visit count with grace periods; an express-lane and queue-time feature; a mobile app with check-in streaks, badges and 60-second QR refresh; regional server replication and cross-region sync settings; “AI-powered” upsell suggestions at checkout. None of these has a source in the applets or the backend.