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The Shop and ePOS section of General settings contains shared account and pricing-related options. Review the switch relevant to your task before changing customer or product records.

Find the shared settings

1. Open Global Settings → General.
2. Select Shop and ePOS.
3. Review Customer account functionality. The current choices are Disabled, Optional and Required.
4. Find Enable Customer Loyalty tracking and the adjacent Percent of point conversion field.
5. Review Enable user groups? and Enable advanced pricing? if your task concerns group-specific behaviour or prices.
6. Leave the page without saving if you were only inspecting it. For an intended update, use Save Settings and check the affected workflow.

Example: investigate a trade-pricing setup

Check whether the relevant group and advanced-pricing options are enabled, then inspect the actual customer and the product’s group-price rows. A shared switch is one part of the setup; it does not establish that a particular customer has the expected group or that a price override exists.

Keep loyalty and account payments distinct

Loyalty tracking, customer-group pricing and Pay on Account are separate tasks. Check the relevant customer and transaction records when investigating a balance or price. Do not assume the loyalty conversion field defines an on-account credit limit.

Before changing existing behaviour

Record the current choice and arrange a controlled test of the intended customer journey. In particular, check anonymous versus signed-in use, the customer’s group and the intended till or WebShop context.

Find customer groups · Review product group prices

Check a group’s loyalty setting

With customer loyalty enabled, the customer-group editor also has Loyalty percent. Review that value alongside the shared setting, separately from selling prices, discounts and credit limits. Do not assume a zero group value disables the shared loyalty arrangement.

Record the customer’s effective group and compare the expected points outcome on a representative purchase. Include discounted items and any return or cancellation journey you use in your checks before changing an established arrangement. See Edit a customer group and review its loyalty setting.

If the price, points or account result is unexpected

1. Identify the customer, the till or storefront and the affected product or order reference.
2. Separate the result you are investigating: a selling price, loyalty points or an on-account balance. Check its corresponding records rather than treating all three as one balance.
3. For a price, compare the customer’s group with the product’s relevant group and variant price rows, and note any discount.
4. For points, record the shared loyalty setting and the effective group’s Loyalty percent alongside the purchase or return involved.
5. For an account balance, use the customer’s account records and reports. Keep the transaction reference and expected versus observed amount for support before changing settings or repeating a payment.

Choose a customer-account report · Check group and variant prices.