Price Level Override (PLO)

Problem

You want members holding a subscription (membership) to get a discounted or free price on products automatically, by pointing those products at a different price level with Price Level Override.

Resolution

  1. Create the override price levels (if not done)

    • PLO points a product at an override (inclusive) price level, for example 2 PLO Inclusive, which is never assigned to anyone. Create the levels you're likely to need at build time (for example Inclusive, Staff, Blue light, spare Discount 1/2). See Planning and Creating Price Levels in Plus2.
    • Discounts for students, corporate groups, staff and similar come from the membership via PLO, not from separate customer price levels.
  2. Open the product in Plus2

    • Go to Configuration > Financial > Products > Products and open the product (for example an activity or class that some members get free or discounted).
  3. Set prices on the Prices tab

    • Tick Purchase allowed for the override price levels that should buy it (for example inclusive standard/off-peak).
    • Set the price for the entitled price level (for example £0 for included activities).
    • Tick and price the non-member price levels (for example adult and concession, peak and off-peak).
    • Tick the members' own price levels too, with the normal price. The override only works if the member's price level can buy the product.
    • Leave levels unticked for groups that cannot purchase it (for example juniors who must be booked by an adult).
  4. Check the tax code

    • Check the Tax/VAT code is correct for each price level (use Apply to all to update every row).
  5. Add the overrides

    • Open the Price Level Override tab > Add, select each subscription that gives the discount, and point it at the override price level.
    • Subscriptions must be added one at a time (no multi-select).
    • This does not copy subscriptions; it only directs the product to look at a different price level for holders of that subscription.
  6. Save

    • Click Save. The system applies the discount from then on.
  7. Copy and repeat for similar products

    • Overrides take the longest part of product set-up; once one product is done, copy it to create similar products so the overrides come with it.
    • Repeat for every product that carries a member discount (classes, studio, climbing, etc.).

Notes

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