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Tiered Membership Design

GadgetSphere wants its best customers — corporate buyers through GSD and repeat smartphone buyers — to get better prices and more points than a walk-in. The product gives you member classes and everything that can read them; it does not give you a tier engine. Design accordingly.

What a class is

A member class is a code, a name, a status, optional images and aliases, and the members and labels linked to it (Membership Admin → Member Class; bl_crm_membership_class_hdr). A member has exactly one class, set on the member form, changed on the member form, imported from the CSV’s MEMBER CLASS column, or given to counter-created members by the POS default class. Nothing in MembershipClassService or the membership job processors reads spend, visits or points to change it.

What reads a class

ConsumerEffect
Pricebook price-set header rule Member ClassThe set applies only to members of the picked classes — this is where “GOLD pays RM 2,999, STANDARD pays RM 3,200” and “GOLD earns 2 points per ringgit” live, as a discount / sales-price treatment and a POINT treatment
Commission Scheme header rule Member ClassThe scheduled membership-points run and the sales-commission run apply the scheme only to those classes
Voucher Management doc-header rule Member ClassA voucher redeemable only by GOLD members
Birthday gift schedule (MEMBER_BIRTHDAY_GIFT_PROCESSOR, member_class_guids)Points or vouchers on the birthday for the named classes only
CP Commerce AdminDefault membership class for portal sign-ups; a spending limit per member class
POS General POS_DEFAULT_MEMBERSHIP_CLASSThe class given to members created at the counter

The Member Label rule is different: on the price book the counter calculator ignores it, and on a commission scheme it passes for any member with any label. Put tier logic on the class.

The GadgetSphere design

  1. Two classes, STANDARD and GOLD.
  2. One price book, selected as the POS default at every branch, with two price sets: Retail points (Member Class = STANDARD, POINT treatment 1 per ringgit) and Gold (Member Class = GOLD, a discount treatment on the laptop and smartphone categories and a POINT treatment 2 per ringgit).
  3. A monthly review: the member-reward-redemption route in Sales Report or the API lines/query gives points earned per card for the period; the accounts clerk changes the class of members over the agreed threshold on the member form. This step is a person, not a job.
  4. A birthday gift schedule for GOLD only — 500 points valid for 6 months.

What does not happen

  • No rolling-12-month qualification, no automatic upgrade or downgrade, no grace period, no “lifetime status after five years”, no anniversary reward — the old page’s YAML for these described no screen and no processor.
  • No “tier multiplier” as a member attribute; the multiplier is a POINT treatment on a price set that has a Member Class rule.
  • No per-class booking priority, complimentary-service counters or communication sequences.
  • No physical card or e-mail is produced when a class changes; the change is a field on the row, recorded in the Audit Trail.