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Adding a Membership Product to an Order
The first step in creating an order for a membership product
is to select the membership product and add it to the order. Selection of the
primary membership product as the first line in the order is important for
setting this membership up for next year’s renewal. The Begin Date and End
Date of this primary membership will govern the dates of all secondary
membership lines, such as chapters or subscriptions.
1.
To create add a membership product to an order; from the Order Entry
search screen, search for the appropriate customer and click Create
New Order.
2. Add a master membership
product to the order using one of the following ways:
a. The Identify
Products Here section
i. Click
Add a Line Item.
ii. Click
the Product Code link to search for a Membership Product. The Choose Product
screen displays.
iii. Search
for a membership product and double-click the appropriate product.
b. The Product
Research tab
i. Expand
the All Products category.
ii. Expand
the Membership category.
iii. Select
the checkbox next to the appropriate product.
iv. Click
Create Order/Gift.
3. The Rate Structure and Rate Code values
default based on the customer’s status and apply to the highlighted line item
in the Order Detail section. Rate codes can be changed for one year, two year,
or other special rates, as set up by the association when creating the
membership product. If necessary, change these values.
4.
Click Save.