Price Schemes Issues

1 Price Scheme is not applying in Shopping Basket or the Cost isn't showing correctly
2 Price Scheme is not applying for Checkout
3 How Checkout Price Schemes Apply

If you’re experiencing problems when managing Price Schemes in both Shopping Basket and Checkout, then you’re in the right place! This guide walks you through the most common Price Scheme-related issues and questions and how to resolve them!

Shopping Basket

Follow the below guidance for Price Scheme usage through the Shopping Basket

Price Scheme is not applying in Shopping Basket or the Cost isn't showing correctly

Related Help Guide Page(s):

Set a fixed override price for a customer on a Course

Check the Price Scheme has the correct settings applied

In order for a Price Scheme to apply, you need to have both the Account, Account Group or Job Role if both are specified in the scheme itself.

Having either the Account, Account Group or Job Role on their own would not work.

For further guidance on how to check your Price Scheme has been created correctly, please follow https://accessplanit.atlassian.net/wiki/spaces/HG/pages/3728737709/Set+a+fixed+override+price+for+a+customer+on+a+Course#%F0%9F%93%9D-Create-a-Price-Scheme

Check the Price scheme has been assigned to the Course

For the Price Scheme to apply, you need to ensure that the Price Scheme is assigned to the Course/ Course Template

For further guidance on how to assign a Price Scheme to a Course/Course Template, please follow https://accessplanit.atlassian.net/wiki/spaces/HG/pages/3728737709/Set+a+fixed+override+price+for+a+customer+on+a+Course#%3Aplus%3A-Assign-your-Price-Scheme-to-a-Course

The cost in the basket doesn’t match the course cost or price scheme

Is the Price Scheme isn't showing correctly, please check the following:

From the Main Navigation Menu, select ‘Courses’ then ‘Class’ or ‘Web’ depending on your Course Type,
Use the search bar to search for the Course in question
Right-click and select ‘Price Schemes’ from the context menu
Check to see if any Price Schemes are listed within the DataGrid

If the Price Scheme is showing correctly for the Course, check that the Delegate meets the rules of the Price Scheme and is eligible for the Price Scheme to Apply

For further guidance, please visit https://accessplanit.atlassian.net/wiki/spaces/HG/pages/83132458 or https://accessplanit.atlassian.net/wiki/spaces/HG/pages/3728737709

For more information on Shopping Basket issues, please visit https://accessplanit.atlassian.net/wiki/spaces/HG/pages/96665625

Checkout

Follow the below guidance for Price Scheme usage through Checkout

Please note

Price Schemes are only available for Accounts and Account Groups in Checkout

Price Scheme is not applying for Checkout

Related Help Guide Page(s):

Set a fixed override price for a customer on a Course

Check the Price Scheme has the correct settings applied

In order for a Price Scheme to apply, you need to have both the Account or Account Group if both are specified in the scheme itself.

Having either the Account or Account Group will not work

For further guidance on how to check your Price Scheme has been created correctly, please follow https://accessplanit.atlassian.net/wiki/spaces/HG/pages/3728737709/Set+a+fixed+override+price+for+a+customer+on+a+Course#%F0%9F%93%9D-Create-a-Price-Scheme

How Checkout Price Schemes Apply

For each item that is added to the Checkout Basket, regardless of how or when the item is added, the basket will check the following:

Are Price Schemes enabled?

Please Note

If you are unsure of this, please reach out the Customer Support Team to check for you

Has a ‘Bill To’ been selected during Checkout?
1. This can be set automatically via Checkout Option “Default Bill To”
  1. Blank/none selected = no Bill To is assigned automatically
  2. Booking User = Booking User is selected as the Bill To
  3. Booking Users Main Account = The Booking Users Main Account is selected as the Bill To
2. This can be set manually by the Checkout user in the Billing Stage
If the selected Bill To meets either the Mapped Accounts, or Mapped Account Groups of the Price Scheme, then the Price Scheme should apply if an item with a Price Scheme is added to Checkout.

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Price Schemes - Troubleshooting