Use Cases
The running example is GadgetSphere Sdn Bhd — 22 consumer-electronics branches (GS-KV-01 …),
an online arm (GSO) and a distribution company (GSD), one point currency GSPTS, two member
classes STANDARD and GOLD. Each page names the applet that does each step and links it, and
says where the previous version of the page described a step the product does not have.
Three facts sit under every shape:
- A member is a card, a row in
bl_crm_membership_hdrwith a class you assign by hand. There is no engine that upgrades a class on spend, no qualification period and no grace period. - Points are lines, written when a document of the company’s configured type reaches the configured status and its lines carry a point amount and currency. The point amount comes from a Pricebook POINT treatment, the scheduled Commission Scheme run, an OCR Cash Bill, or a manual adjustment.
- Nothing in the module posts to the ledger. The two membership document types carry a zero amount and quantity signum and have no journal handler. A redemption reaches the books only as a settlement or discount line on the cash bill it settles.
| Shape | What it exercises |
|---|---|
| Retail loyalty at the counter | Enrol at the till, earn through a price-book point treatment on the cash bill, redeem as a settlement line |
| Food & beverage membership | The same machinery for a franchise café chain, plus receipts scanned through OCR Cash Bill and a referral programme through MLM Admin |
| Two classes, no automatic upgrade | STANDARD and GOLD as price-book Member Class rules and manual class changes |
| Three ways value comes off a bill | Points as settlement, points as a discount line, vouchers — and what the ledger sees in each case |
| A seasonal campaign | A dated DISCOUNT voucher, a recurring voucher, a birthday gift schedule, a second point currency with its own expiry |
What the old pages described and the product does not have — automatic tier progression, rolling qualification windows, anniversary engines, a rewards catalogue, partner and charity redemption, temporary currencies with “hard delete” rules, a mobile app, multi-country currency conversion — is listed page by page so a reader who arrives from an older bookmark knows what changed.