Member Classes

A member class is the tier a member belongs to — STANDARD, GOLD, whatever GadgetSphere decides. A member holds exactly one class at a time. The class matters because other applets read it: a Pricebook price set can carry a Member Class header rule, a Commission Scheme can qualify a document by the member’s class, and POS General can default new counter-created members to a class (POS_DEFAULT_MEMBERSHIP_CLASS).

Where to do this

Membership Admin → Member Class — see Classes, labels, currencies and the Fields section. A class is a code and a name (both required), a status, a Labels tab, a Members tab, images and aliases. The member form’s Member Class drop-down and the Upload Membership CSV’s MEMBER CLASS column refer to the class by code.

What the product does not do

There is no automatic tier progression. MembershipClassService and the membership job processors contain no spend threshold, no qualification period, no grace period and no upgrade or downgrade step. A member moves from STANDARD to GOLD when someone edits the member record (or re-imports it with a different class code). If GadgetSphere wants “RM 5,000 in twelve months makes you Gold”, that is a report someone runs and a change someone makes — the Membership Report CSV is the starting point.

Decide before you create classes

• How many tiers, and which price book or commission scheme will distinguish them. A class that no rule refers to changes nothing for the member.
• Whether counter-created members should default to a class (POS_DEFAULT_MEMBERSHIP_CLASS in POS General’s Default Selection).
• Whether a label would do instead — see Member Labels.

When it goes wrong