Not a Current Member
If the individual is not a current member, then they can be given a membership as long as they are eligible. Determine the individual’s primary membership. 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.
NOTE: With any add process before creating the membership order, it is very important we view all memberships and update all contact information according to the application.
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.
If needed, Change the Begin or End Date of Membership.