Membership products are different from other products in the following ways:
Membership can include services, such as access to social networking site or a members-only portal of a website that may include special content, such as a member directory, job posting board, etc.
Membership products are intangible.
The benefits of membership can be received over a specified period of time.
Membership can offer benefits such as, discounted pricing for store products, meeting registration, publications or subscriptions.
Although membership products are unique in the ways listed above, they are similar to all products in Personify in that order creation stems from the Order Entry screen. From the Order Entry screen, to complete the creation of an order, the following steps are necessary:
1. Add a membership product to the order.
2. Define shipping information (only necessary if an inventoried product is also added to the order as a benefit of the membership).
3. Create a receipt for the order.
Below is a description of the lifecycle of a membership product order:
Task |
Line Status |
Fulfill Status |
When you add a membership product to your order |
Defaults to PROFORMA |
Defaults to ACTIVE |
When PARTIAL payment is made to the membership product (Short Pay Code = REJECT) |
No Change to Line Status, remains in PROFORMA |
No change to Fulfill Status |
When FULL payment is made to the membership product (Short Pay Code =REJECT) |
Changes from PROFORMA to ACTIVE |
No change to Fulfill Status |
When you cancel a membership product (Currently in Proforma Status) |
Changes from PROFORMA to CANCELLED |
No change to Fulfill Status |
When you cancel a membership product (Currently in Active Status) |
Changes from ACTIVE to CANCELLED |
No change to Fulfill Status |
When you renew your membership product to a new order |
Old Order: Line Status = ACTIVE (or PROFORMA) New Order: Order Status = PROFORMA, Line Status = PROFORMA |
No Change to Fulfill Status |
If you have a membership order that starts in UNAPPROVED |
UNAPPROVED |
ACTIVE |
When PARTIAL payment is made to the membership product from Unapproved (Short Pay Code = REJECT) |
UNAPPROVED (If you approve the line, it will go to PROFORMA) |
No change to Fulfill Status |
When FULL payment is made to the membership product from Unapproved (Short Pay Code =REJECT) |
UNAPPROVED (If you approve the line, it will go to ACTIVE) |
No change to Fulfill Status |
If you have a membership order where an advancement was done |
First NATL line will be ACTIVE or PROFORMA Second NATL line will be ACTIVE or PROFORMA |
First NATL line will be Terminate at End Second NATL line will be Active |