Member Classes
A member class is the tier a member belongs to — GadgetSphere runs STANDARD, SILVER and GOLD.
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). This page is for whoever designs the tiers, and says what reads a
class before you create one.
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. Nothing in the product contains a spend threshold, no qualification period, no grace period and no upgrade or
downgrade step. A member moves from STANDARD to SILVER, or SILVER to GOLD, when someone edits
the member record (or re-imports it with a different class code). If GadgetSphere wants “RM 2,000 in
twelve months makes you Silver, RM 5,000 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_CLASSin POS General’s Default Selection). - Whether a label would do instead — see Member Labels.
When it goes wrong
| Symptom | Cause | Fix |
|---|---|---|
Upload Membership ends DONE but some members are missing | MEMBER CLASS code does not exist yet, so those rows were skipped | Create the class first; the CSV refers to it by code |
| Gold members pay the standard price | No price book rule uses the class, or the POS terminal’s DEFAULT_PRICEBOOK is a different book | Pricebook (and Pricebook Configuration) — add a Member Class header rule to the book the terminal uses |
Read next
- Member Classes — the task guide that creates the classes, wires them to a price or a commission rate, and moves members between them.
- Member Classes and Labels — every part of BigLedger that reads a class.
- Member Labels — the segment the counter does not read.