Related Applets
Module membership is an editorial judgement — the product holds no module↔applet relationship —
and it is written down in planning/specs/module-applet-membership.md. This page lists what the
Membership module owns and what it borrows.
Applets in this module
Members and cards, classes, labels, point currencies and rates, manual adjustments, expiry rows, suspensions, referrals and MLM links, CSV uploads, the membership report
Rule-based schemes that pay sales commission or award membership points; MLM-type schemes walk the referral lineage
Receipt-to-points: a member’s photo of another merchant’s bill, extracted, matched, reviewed and converted to points through a price book
Vouchers, tickets, scanned events, recurring vouchers and ticket imports — the current build
The older build of the same applet, still a registry row
Referral programmes: programs, participants, invitations, lineage, the endpoints invitations go out on
One further registry row assigned to this module is a subsidiary’s product and is not documented here.
Applets it depends on, owned elsewhere
| Applet | Owner | Why the module needs it |
|---|---|---|
| POS General | Point of Sale | Where members are looked up and created at the counter, where bill lines get their point amounts from the default price book, and where points and vouchers are redeemed as settlement or discount lines |
| Sales Invoice (Internal), Sales Order (Internal) | Sales | The other document types a company can name in its member-point configuration; the default is a FINAL sales order |
| Customer Maintenance | Core | The customer entity a member may be linked to; its Membership tab shows plan and points; credit control lives here, not in any membership applet |
| Doc Item Maintenance | Core | The MEMBER_POINT_DISCOUNT item for redemptions, the item on every manual adjustment, the COUPON item type whose stock in and out reflects voucher tickets, the MEMBERSHIP item type |
| Pricebook | Core | Price sets with Member Class rules and discount, sales-price or POINT treatments — the only place an earning rate lives, and the price book the OCR processor evaluates |
| Organisation | Core | Companies and branches every member, adjustment and permission target is scoped to; the company member-point configuration, which has no screen |
| CP Commerce Admin | E-Commerce | Storefront sign-up that creates members, the default class and per-class spending limit, voucher and commission-scheme links per website, the membership points and voucher steps at checkout, the points counter widget |
| Sales Report | Sales | The Voucher Redemption report and the member-reward-redemption route |
| Sales Commission | Sales | The cycle and posting run that turn an MLM or sales-agent scheme into money, and the scheduled run that turns a scheme’s points treatment into point transactions |
| Scheduler | Platform tool (no module) | Every membership job runs only if scheduled here: points expiry elimination and reminder, zero-balance status, birthday gifts, recurring vouchers, MLM invitation sending and lineage insertion, entity linking |
| Unified Contact Center | Digital CRM | The endpoints an MLM program sends invitations through; an agent can merge a conversation’s contact with a membership card |
What is not an applet
Two pages under the membership folder — Membership Points Currency and Membership Program — described screens of Membership Admin as if they were applets of their own. They are not registry rows; point currencies are the PTS CCY Module inside Membership Admin, and the prerequisites the “program” page listed are on that applet’s Before you can use it section.