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Member Classes and Labels

GadgetSphere runs three classes — STANDARD, SILVER, GOLD — and a handful of labels such as NEWSLETTER, GAMING and CORPORATE. The class decides the member’s price and commission rules; the labels decide who gets which newsletter. Neither changes on its own.

Member class — one per member

A member class is a record with a code, a name, a status, optional images and aliases, and two tabs in Membership Admin listing the labels linked to it and the members in it. A member is in exactly one class, chosen on the member form, set by the MEMBER CLASS column of a CSV upload, or given by POS_DEFAULT_MEMBERSHIP_CLASS when the counter enrols a walk-in.

What reads the class:

ReaderWhat it does with it
Pricebook — price set header rule Member ClassThe price set applies only when the member on the document is in one of the picked classes; POS General, Sales Invoice, Sales Order and Sales Quotation evaluate it when a line is added
Commission Scheme — header rule Member ClassThe scheme pays (money or points) only when the document’s member is in a picked class — never on a document with no member; a rule saved with an empty pick list passes unconditionally
CP Commerce AdminThe website’s default class for new registrations; a Spending Limit per member class for B2B portals
The birthday-gift run (MEMBER_BIRTHDAY_GIFT_PROCESSOR in the Scheduler applet’s processor picker)Its member-class list restricts birthday points or vouchers to the picked classes

There is no tier engine. Nothing in the backend promotes or demotes a member: no spend threshold, no points threshold, no qualification period, no grace period, no annual reset. If GadgetSphere wants a member who spent RM 5,000 this year moved from SILVER to GOLD, someone changes the class on the form or re-uploads the CSV. Plan the classes as a set of prices and rules you assign, not as a ladder the system climbs for the member.

Member label — as many as you like

A label is a tag with a code and a name, grouped under a label list (a label created inside a list carries the list’s code). A member’s Labels tab links and unlinks them; the CSV upload takes up to three (LABEL 1 … LABEL 3). Labels have no hierarchy and no effect on price.

What reads the labels:

ReaderWhat it does with it
Topics in CP Commerce AdminA background assignment job subscribes the app devices of members carrying a linked label to the topic, for push notifications. A member with no registered device gets nothing, and removing the label does not unsubscribe anyone — that is a separate un-assignment job
A voucher’s header rule Member LabelOn the storefront’s list of a website’s vouchers, a voucher with picked labels is shown only to a signed-in member who carries one of them — a members-only offer without a separate campaign
Pricebook price set header rule Member LabelDeclared on the rule form, but the client-side calculator ignores it — the rule is treated as satisfied on sales documents; only the OCR processor’s generic nodes read it
Commission Scheme header rule Member LabelPasses when the member has any label link; the picked labels are not compared

So a label is a reliable way to choose who is told about something — a push-notification topic, a storefront voucher — and an unreliable way to gate a price or a commission until those two rules are fixed. Use a class for anything that must change what the till charges.

Class versus label, in one line each

  • Class: which price list and which commission rules apply to this member — one, assigned.
  • Label: which lists this member is on — many, assigned.

Watch the end date, because it stops spending and not earning

A membership’s End Date is a separate thing from the class and it catches people out. When it passes, the counter’s point screen refuses before it looks at anything else — it compares today against the member’s End Date and stops — so the member cannot redeem. Their points do not expire with the membership. The lots keep their own end dates, the balance stays where it is, and the member is left holding points they can see and cannot spend.

Nothing tells them, and nothing tells you. Someone has to run the Membership Report on End Date each month and decide what happens to those members — extend, renew as a policy decision, or let them lapse and pay out the balance as a goodwill adjustment. The check that it is being done is that no member turns up at GS-KV-01 with a positive balance and an expired card, because that conversation has no good ending at the till.

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