Products & loyalty
Connect approved product prices with traceable customer reward balances.
Use one stock identity for each SKU
The canonical product identifies the sellable or stocked SKU. Its base unit provides the common quantity used for availability, purchasing, production and fulfillment. Store and online descriptions can differ without creating separate pools of the same stock.
A product style groups related items for the range, while a variant identifies the particular sellable choice. The relationship must resolve to the intended SKU rather than creating another quantity balance under the style or channel listing.
This distinction matters when a customer chooses a size, color or pack. Staff need the exact item to pick and bill, not only the family description used to browse the range.
| Mapping Number | Channel | External SKU | External Variant Key | Product Unit |
|---|---|---|---|---|
| CP-86680 | CHN-2142 | ES-110 | EVK-243 | PU-4526 |
| CP-97406 | CHN-6625 | ES-341 | EVK-912 | PU-4709 |
| CP-18513 | CHN-9939 | ES-605 | EVK-482 | PU-9887 |
| CP-18657 | CHN-5898 | ES-284 | EVK-455 | PU-8723 |
| CP-78294 | CHN-9782 | ES-629 | EVK-328 | PU-2856 |
| CP-49868 | CHN-8281 | ES-827 | EVK-245 | PU-9090 |
Match barcodes and channel listings deliberately
Barcode records map recognized identifiers to the intended product and unit. A label does not grant a new stock identity or prove that an item was physically received, sold or returned.
Channel product mappings retain the channel’s listing identity and the canonical SKU it represents. Conflicting or missing mappings require review before they generate operational quantities. A listing change cannot redirect a previously accepted order line to another product without an approved change.
- Keep product, variant and channel identities distinct.
- Resolve each selling identifier to the right SKU and unit.
- Preserve mappings used by historical orders.
- Investigate ambiguous identifiers before using them for stock work.
Keep buying, selling and stocking units aligned
Products may be bought or sold in packs while stock is held in individual units. A reviewed conversion establishes how transaction quantity becomes base quantity. Two packs of six reserve twelve base units, not two or an assumed quantity from the product description.
The transaction keeps the conversion version it used. Later pack changes cannot rewrite received quantities, finished output, customer handovers or the units eligible for return.
Conversions must be meaningful for the particular product. Quantities from different SKUs cannot be added as though they were one interchangeable item, including the components that go into an assembled kit.
Apply the right commercial price
Price lists and entries describe the effective commercial basis for the relevant customer or selling context. The accepted offer retains that basis alongside its quantity, currency and reviewed terms.
A current list price is useful for a new sale; it is not permission to reprice goods already accepted by the customer. A material change returns through the appropriate commercial review and customer acceptance rather than quietly changing the balance due.
| Product or price fact | Where it remains useful |
|---|---|
| Canonical SKU and base unit | Stock, purchasing and production |
| Variant and barcode mapping | Selecting and recognizing the intended item |
| Channel listing reference | Matching the original online order |
| Accepted price and discounts | Partial fulfillment, invoicing and returns |
Preserve net amounts through partial work
Line discounts and any allocated order discount reduce the agreed net amount once. The invoice and credit use their eligible share of that accepted amount instead of subtracting the original discount again.
Partial quantities retain deterministic rounding. When an agreed net total is split across several fulfillments, the final eligible allocation receives the remaining cents so the parts still reconcile to the agreement.
Tax treatment and its effective rate evidence remain separate from the product’s display price. Missing tax or currency evidence cannot be replaced with zero. A valid zero rate or zero price needs its explicit reviewed basis, not a fallback caused by missing data.
Introduce changes without rewriting history
Product, unit, mapping and pricing changes follow the relevant independent domain review. Preserve before-and-after content, effective boundaries and affected unexecuted work. Posted stock and accepted commercial history remain traceable to the versions actually used.
Production recipes and standards have their own technical and finance authority. Editing a retail description cannot change the component issue, finished quantity or cost of an already released job.
A physical kit and a sales grouping also need different treatment. Actual assembly consumes materials into WIP and receives finished stock; simply grouping sellable items must not produce that same kit balance a second time.
Earn rewards from completed eligible purchases
LoyaltyPrograms retains the effective promotional rules and independent commercial and finance activation. Members have verified customer identities rather than a shared walk-in account. Eligible paid and supplied purchase lines create their earned units once under the approved rule, with original source and expiry history.
A website registration or imported receipt alone cannot manufacture spendable rewards. The opening balance is reconciled from verified historical lots and reservations during rollout. These programs use noncash promotional points; purchased stored value and unsupported liability-based programs require separate scope.
Reserve a reward before accepting its discount
LoyaltyReservations holds eligible unexpired units against one verified purchase. The accepted offer retains the conversion, discount amount and exact line allocation. Committing that offer consumes the same claim once; it does not add a cash tender or subtract the discount from the invoice again. Pending external outcomes keep the claim held until the actual result is known.
Returns follow the original earned and spent-unit lineage. Already spent earning becomes visible clawback debt that blocks further reward spending until cleared. Expiry cannot consume a unit already committed or actively reserved. Independent adjustments retain their reason, decision and previous source history.
Modules
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Stores & POS
Connect POS source activity, customer orders and the cash behind every store close.
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Products & loyalty
Connect approved product prices with traceable customer reward balances.
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Inventory & fulfillment
Know what is available and get the right goods to each customer.
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Purchasing
Keep merchandise and materials arriving against the right supplier commitments.
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Production & kitting
Prepare stocked kits and repacked goods with traceable materials and costs.
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Payments & refunds
Follow customer collections, processor payouts and refunds through to reconciled balances.
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Finance
Connect retail activity, supplier obligations and production costs to each company's books.
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Reporting
See sales, stock and financial results with their supporting detail.
Reports
All reportsLoyalty Activity
Follow earned, redeemed, expired and reversed units by program and member, with active reservations and clawback debt visible.
Roles and permissions
Prepares scoped customer offers, store and online orders and customer service requests.
Independently accepts commercial commitments and commercial master changes.
Prepares and executes guarded entity finance and payment reconciliation work.
Independently controls monetary authority, valuation, payments and close.
Related processes
Order to cash
Carry the accepted order through shipment, invoice approval and cash application.
5 stages · 2 approvals
Manage customer rewards
Keep earning, redemption, returns and expiry tied to the original customer purchase.
6 stages · 2 approvals