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- Membership Subscription - which is a membership to your organisation which can be connected to a person role
- Saleable item - usually offered in conjunction with the above, and is a physical item which you are offering for sale
To edit or create a new Membership Product
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Navigation Mode: Organization |
Now you can see list of existing Products is displayed. You can Click the product name to edit an existing product, or click Add New Product to create a new product
This opens the Membership Signup Form - Edit Product screen. Enter or change information as follows:
Registration Type/Product Details |
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Product Name | This is what will display as the main product name. |
| Product Category | No category Membership Team lodgement Team renewal |
Description | This is a longer description of the product, which will display underneath the product name on a signup form. |
Price | Price of the product (must be inclusive of any tax specified). Enter prices in the same currency set up on your membership form. Changing the price after any products have been sold do not affect these previous sales. |
Product TypeClass | Select a product type. Products are class from one of two main types: |
Number available | If you wish to track inventory for this product, enter the number of this type of product you currently have available. The system will decrease this number automatically as items are sold, and when the number reaches zero the product will no longer be able to be selected on a membership form. You can change this number at any time (eg as more stock arrives). Leave the field blank if you have unlimited items or do not wish to track inventory. |
Available until | If you wish to have a cut-off date for sale of this product, enter the date here. The product will no longer be able to be selected on a membership form after this date. Leave the date blank if you do not wish to have a cut-off date. |
Active | Check the box to make the product active. Any products made inactive will not be able to be selected on a membership form (even if the form has previously been set up to include them). |
Subscription type fieldssettings |
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Subscription start, end Start/End date | These dates are mainly for display purposes to indicate to the customer when a membership is valid from and to. The system does not automatically remove any relevant person roles after the end date of a subscription (this may be a future feature). |
Person Role | A product must be linked to a person role. This means for new signups, the role is automatically created within the system for their person record. For example, a 'senior player' subscription can be linked to the 'PLAYER:SENIOR' role. |
Discount fields |
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General discount | Enter a discount amount in the relevant currency. This amount will display as a discount and be deducted from the total. |
Early discount | Enter a discount amount in the relevant currency. This amount will display as a discount and be deducted from the total up until the date entered in the Early Discount Cutoff Date field. |
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