How to configure your Pricing Options Settings?

This guide explains how to configure Pricing Options Settings, including the setup of Mandatory General Ledger (GL) Codes. These codes ensure that users must select a GL code whenever they create or edit a pricing option.

Step-by-Step Guide

1. Navigate to System Configuration

   • From the Home page, go to the System Configuration module.
     
     
     
     

2. Open Settings

   • Within the System Configuration module, select the Settings submodule.
     
     
     
     

3. Manage Settings

   • Click Manage Settings.
     
     
     
     

4. Find Pricing Option Settings

   • From the Category dropdown menu, select Pricing Option and click Search.
     
     
     
     

5. Edit and Configure Settings

   • Click Edit on the right-hand side of each setting to update its configuration.
     
     

Pricing Options Settings Explained

You can configure the following three options:

1. Active Membership Statuses

• Defines which membership statuses are considered “active” when calculating pricing and discounts.

• How to configure: Add the statuses you want treated as active, then click Save.
  
  

2. Enable Multi-Member Fast Ticket Discounts

• Allows customers to assign fast tickets to other members while adding items to the cart.

• How to configure: Toggle the option to Yes (enabled) or No (disabled).
  
  

  

3. Mandatory Finance Codes (GL Codes)

• Requires users to select a General Ledger (GL) Code when creating or editing a pricing option.

• How to configure:

  • Enter one GL code per line.

  • Each GL code is a unique number used to record transactions in the general ledger.
    
    

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Additional Notes

• These settings can be applied globally or overridden at the Group or Facility level.

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