Use Cases
Pick the shape closest to the programme you run, or are about to build, and see it end to end before you configure anything. Each page walks a worked example through one shape — GadgetSphere for four of them, a café chain for the fifth — and names, and links, the applet that does each step. This section is for whoever designs a loyalty programme or answers for one.
| 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 |
| Three classes, no automatic upgrade | STANDARD, SILVER 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 |
| 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 |
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, three member
classes STANDARD, SILVER and GOLD.
Three facts sit under every shape:
- A member is a card with 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.
Each of the three is explained in full on Membership in Depth. To set a programme up, start from Setting up the programme; for one job on one member, the task guides start at Registering a Loyalty Member.
Each page also lists what its previous version 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 — so a reader who arrives from an older bookmark knows what changed.