Accounting for Tier Benefits (Tier Discount, Earn Multiplier)

Tier benefits affect different parts of a purchase

Configure membership tiers and benefits under Admin → Marknadsföring → Lojalitet → Nivåer (Loyalty → Tiers). Tiers may be called Silver and Gold, but you choose the names and thresholds. Thresholds use the guest's purchases over the rolling last 12 months.

If the restaurant uses shared chain loyalty, manage tiers in the chain view following the loyalty page's link.

Tier discount on alcohol

Under Lojalitet → Inställningar (Loyalty → Settings), in the Nivårabatt (tier discount) section, there is a switch called Nivårabatt även på alkohol (tier discount on alcohol too). It is off by default:

• Off: the tier's fixed discount applies only to food and non-alcoholic drinks. Items in product groups of the type Alkohol (alcohol) get no tier discount.
• On: the discount applies to the whole bill.

The rule applies both at the POS and online. The change takes effect once you press Spara inställningar (save settings).

Example: a 5% tier discount at the POS

A linked Gold guest orders restaurant food for SEK 300 including 12% VAT. The tier gives a 5% discount and this example has no other discounts.

• Tier discount: 300 × 5% = SEK 15.
• Card payment: SEK 285.
• Sales excluding VAT: 285 / 1.12 = SEK 254.46.
• VAT: SEK 30.54.

At the POS, the tier discount is calculated on the bill lines that are not alcohol, after any bill discount. If Nivårabatt även på alkohol is on, it is calculated on the whole bill. It is recalculated against the current bill. Check the discount in checkout before completing the purchase; do not assume it was locked when the order was created.

The program must be active and the correct guest linked to the order. Disabling loyalty should not be treated as allowing previous tier benefits to continue automatically.

The same benefit online

In the online flow, the tier value is recorded as the Nivårabatt payment method. A SEK 300 order with 12% VAT and a 5% tier benefit is covered by SEK 15 Nivårabatt and SEK 285 card. The order's sales and VAT remain unchanged:

Online too, the value is calculated only on the lines that are not alcohol, unless Nivårabatt även på alkohol is on. The benefit cannot exceed the order's remaining balance. If an order has already received the tier benefit as an online payment, it must not receive it again as a POS discount when paid at the register.

Mixed VAT at the POS

A bill with restaurant food costing SEK 200 at 12% VAT and wine costing SEK 100 at 25% VAT receives a 10% tier discount.

With the default setting (Nivårabatt även på alkohol off), the discount is calculated on the food only: 200 × 10% = SEK 20. The wine keeps its price.

If Nivårabatt även på alkohol is on, the discount is calculated on the whole bill: 300 × 10% = SEK 30, allocated between the components:

This example is a POS discount. Do not apply the same VAT reduction to the online Nivårabatt payment method.

Earn multiplier and birthday bonus

Assume 1 point per qualifying SEK and a tier multiplier of 2. A qualifying SEK 500 purchase then gives 1,000 points instead of 500. The purchase is recorded using its actual sales and payment amounts; extra points do not automatically create a separate liability entry.

Birthday bonuses also add points. When those points are later used, the normal distinction applies: POS discount or online payment method. Earning points does not determine how a future purchase is recorded.

This describes Vendion's automatic records. Discuss any accounting assessment of outstanding benefits with your accountant using your program terms.

Can tier discounts and points be combined?

Yes, when program rules and the guest's balance allow redemption. In a simple POS example, a SEK 300 bill, a 5% tier discount and points worth SEK 50 leave SEK 235 payable. The points minimum and maximum limits still apply.

There is no customer setting to choose “additive” or “cascade” stacking. Check the actual checkout calculation, especially if other bill discounts or payments are already present.

Free items and descriptive benefits

Gratis vara vid besök selects a menu item that may be granted. This is a daily visit benefit, not a general setting for, for example, one free coffee per month. Descriptive benefit text can explain your own offers but does not change the automatic rule.

Reconcile using the order's actual free line, discount or payment value. Do not create an additional sales or marketing entry solely from the benefit's list price.

Check settings and vouchers

1. Open Marknadsföring → Lojalitet → Nivåer and check the threshold and numeric benefits. Save changes.
2. Check the guest's current tier under Lojalitet → Medlemmar (Members).
3. Under Lojalitet → Inställningar (Settings), check that the program is active and whether Nivårabatt även på alkohol is off or on.
4. Compare a real order's discounts and payments with its daily close.
5. Review the entries under Admin → Bokföring → Verifikat & export → Verifikat.

The loyalty payment account is under Kontoplan, normally 3731. Vendion does not map accounts by membership tier. Do not create assumed Silver, Gold or Platinum accounts and expect automatic allocation to them.