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Membership Module

The Membership Module enables businesses to identify customers, reward repeat behavior, apply member-specific benefits, and manage loyalty liabilities in a controlled, auditable way.

Architecture & Data Flow

Membership sits between your customer master data in Core and your transaction channels (POS, Sales Workflow, E-Commerce). It does not create physical stock or post directly to GL by itself — it attaches a reward layer on top of your existing business processes.

ERP Membership & Loyalty Architecture

Architecture LayerSystem ComponentPrimary Role in Loyalty Operations
Core Master DataCustomer & PricebooksCustomer master profiles, shipping addresses, and member tier pricebooks.
Membership EngineMembership Admin AppletCentral management of member classes, custom tags, points currencies, and conversion rates.
Retail CheckoutPOS General AppletFast-paced counter member lookup, automated point accruals, and instant voucher redemptions.
Campaign VouchersVoucher Management AppletPromotional ticket serial generation, discount campaigns, and redemption validation logs.
Financial AccountingGeneral Ledger IntegrationReal-time tracking of unredeemed points monetary liabilities and deferred revenue allocations.

Core Membership Applets

AppletWhat it does
Membership Admin AppletCentral control hub — manage profiles, tier classes, labels, point currencies, conversion rates, manual adjustments, and reports.
Voucher Management AppletCampaign management — discount vouchers, serial ticket tracking, scanned redemption events, and recurring reward cycles.
OCR Cash Bill AppletReceipt claims — AI-assisted scanning and automated point posting for offline receipt submissions.

Three Concepts Every Team Must Understand

Confusing these three outcomes causes most operational issues at checkout:

ConceptSystem ActionConfigured By
Member PricingItem unit price changes automatically at checkoutMarketing via Pricebook setup
Points EarningMember’s balance increases after sale completionMarketing via earning rules
Points RedemptionMember’s existing points balance reduces the billMember request at checkout

Quick Implementation Guide (5-Step Launch)

Follow these steps to get your first loyalty program running smoothly:

Step 1: Create One Points Currency

In Membership Admin Applet, create a single starter currency (e.g. Code: PTS, Name: Reward Points). Keep it active and simple.

Step 2: Set Up Tiers & Labels

Define one default member class (e.g., STANDARD) and one label for testing (e.g., NEWSLETTER).

Tip

Keep the first launch simple. Complex multi-tier structures and point expiration rules can be added once counter operations are stable.

Step 3: Configure Conversion Rate

Set a simple points-to-money rule (e.g., 100 points = RM 1.00) in PTS to CCY Config.

Warning

If store staff cannot explain the redemption rule in one sentence, it is too complex for a first rollout.

Step 4: Test Counter Operations

Open the POS General Applet, identify a test member, process a sale, and verify points post to the transaction history.

Step 5: Establish Support & Reversal Procedures

Train support teams to handle adjustments in Membership Admin Applet. Reversals should always use opposite-value entries (e.g. -50 points) to maintain a complete audit trail.

Module Learning Roadmap

Follow the documentation in this sequence to design and deploy an enterprise loyalty program:

  1. Core Concepts (Next Step) — Understand the multi-dimensional architecture, customer vs. member models, and redemption paths.
  2. Configuration — Step-by-step setup guides for classes, points, conversion rates, and vouchers.
  3. Use Cases — Real-world reference architectures for retail and F&B programs.
  4. API Reference — Direct reference link to official developer membership APIs.
  5. Best Practices — Operational recommendations for tier retention and points expiration rules.
  6. Reports & Analytics — Scenario guide for choosing the best loyalty and points liability reports.
  7. Related Applets — Complete guide to native applet dependencies across the BigLedger ecosystem.
Ready to dive deeper into system architecture?
Proceed to Core Concepts → to understand how BigLedger structures member identity and reward economics.