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Administering Items Management Page for Membership Fees

Administering Items Management Page for Membership Fees

 

  1. Read chapter of Administrator Manual titled “Membership Features in Detail”.

 

  1. Read tutorial titled “Administer Membership Fees Feature” and be sure that procedure has been completed on your website.

 

  1. Click on Membership Types browse icon on Site Administration Menu page.

 

  1. Use search to locate the Membership Type record for which you wish to manage fee items you wish to update.

 

  1. From the Fee Types tab section of the Membership Types Management page clicking on edit icon which links to Items Management page.

 

  1. Feature and Feature Record ID field data will auto fill. Type defaults to service.

 

  1. Enter the price of the item.

 

  1. You may optionally enter a cost, which can be used for reporting purposes.

 

  1. Select appropriate Default Item?  Set to YES to cause this Item to be included on all new Membership Types.

 

  1. Select Product Type.

 

  1. Select applicable interval.

 

    1. Days – select this option to set the interval to a specific number of days then enter the number of days in the Days text box field below.
    2. Monthly – select this option to set the interval to one month.
    3. Quarterly – select this option to set the interval to one quarter.
    4. Annual Calendar – select this option to set the interval to one year beginning on January 1 and ending on December 31.
    5. Annual Fiscal – select this option to set the interval to one year beginning on the Start Date or the first day of the Fiscal Year specified in Membership Features Management.

 

  1. If Days interval is selected then enter number of days in the dues period in the Days field.

  2. If Annual Fiscal interval is selected you may enter Start Date if it is to differ from that set in Membership Features Management.

 

  1. Select appropriate prorate value. Set to YES to prorate the price of the Item for the remainder of the current period.  Set to NO to charge the full price of the Item for the current period.

 

  1. If prorate is set to yes then, set Include Next Period to Yes or No.

 

  1. For Cost of Goods Sold select the GL Account that the Items cost is to be debited.

 

  1. For Inventory Account select the GL Account that the Items cost is to be credited.

 

  1. For Revenue Account select the GL Account that the Items price is to be credited.

 

  1. Save the changes.