9/23/2020 at 3:00 PM CT
Orders are the way that associations deliver membership, meeting registration, inventory product orders, digital download orders, and other goods and services to its members and non-members. We will cover the basics of how to create, manage, and pay open orders and ultimately let you get comfortable with the order entry screen in Personify.
Objectives
- Using the Personify360 Order Entry screen, learners will be able to place orders and track activities for all subsystems including inventoried products, membership, meetings, and miscellaneous invoices for customer records and manage all aspects of an order such as the status, cancelation, payment and transfers.
- Learners will also, by the end of this session, know how to manage both order and order line information such as working with bill-to & ship-to information; cancellation & refunds, viewing line detail, and managing subsystem specific information using Personify360.