Membership Module
Membership in BigLedger is a register of members and four ways of giving them something: points earned on a sales document line, from a scheduled commission-scheme run or from a photographed third-party receipt, and vouchers. This section is for whoever runs a loyalty programme or sets one up. The first screen below sends you to the right page for the job in hand, and names the one setting that decides whether the points on a sales document ever reach the member.
Start here.
- Setting the programme up? Read Setting up the programme first: what must exist before the first member earns a point, in which applet, in what order, and who decides each part.
- Doing a job — enrolling a member, putting members in a class, tagging them for a campaign? The Membership Guides walk each one in the order it is done: Member Classes, Member Label Lists, Member Labels and Registering a Loyalty Member. The Use Cases walk a whole programme shape — retail points, tiers, redemption, campaigns, a café chain.
- A member’s points look wrong? Go to Membership points and vouchers — troubleshooting, which walks the chain from the bill to the balance.
- Want the machinery first? Membership in Depth: where points come from and go, why nothing here posts to the ledger, and what the module has no engine for.
MEMBER_POINT configuration names — by default the sales order, not the
cash bill (How membership works).Applets in this module
The module owns six documented applets, grouped here by the job each does; the one row in this table from another module is the Pricebook, which puts the points on a bill. What each applet records, the other applets the module borrows, and the one registry row not documented here are on Related Applets.
| The job | Applet | What it holds |
|---|---|---|
| Keep the members | Membership Admin | One row per card, with a class, any number of labels, a verification status and a join / end date; the point currencies members collect and what a point is worth in money; manual adjustments |
| Put points on a bill | Pricebook (owned by Core) | A price set’s point treatment puts a point amount on a sales document line as it is rung |
| Award points on a schedule, pay a referral tree | Commission Scheme | Rules and treatments for sales commission and the scheduled membership-points run; an MLM-type scheme is the only thing that pays a referral tree |
| Turn another merchant’s receipt into points | OCR Cash Bill | A member’s photographed third-party bill, matched and converted to points |
| Issue vouchers | Voucher Management Applet V2 | Codes, serial-numbered tickets, discount and settlement rules, recurring vouchers; redeemed at the counter or in the cart |
| Voucher Management | The earlier build of the same applet | |
| Run a referral programme | MLM Admin Applet | Referral programs, participants, invitations, and the lineage of who introduced whom, up to ten levels deep |
What the module does not do
There is no automatic tier progression, no expiry-rule screen, no points liability or breakage accounting, no points-funded voucher catalogue in the back office, no member-class pricing scheme (a member’s price is a Pricebook price set with a Member Class rule), no override-points engine and no churn analytics. For each, Membership in Depth says what exists instead, and where a person does the job: finance builds the points liability each month, and whoever runs the programme moves a member between classes by hand.
How the pieces depend on each other
What must exist first, what a member class makes possible, which sibling to use, and what breaks elsewhere when the module is set up wrong are on How membership works.