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- Create a new membership: first basic settings
a) General: i. General
ii. Parameters
b) Quotas
c) Based price - Important settings
c)Activity Product profile
d) Payment methods - Advanced menus
e) General: iii. Advanced
f) Custom variables
g) Charges
h) Access control synchronization
i) Transport stops
j) Price breakdown - Organisation | Catalog | Memberships
- Filters and main screen buttons
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Automatic renewal: it makes the product selectable for automatic renewal (batch required).
2. AnchorImportantSettings ImportantSettings
Important settings
ImportantSettings | |
ImportantSettings |
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The other screen buttons perform the following actions:
Delete | Validate | Run | Suspend | Duplicate | Copy from Season | Bulk edit price | Bulk edit price for product | Print test ticket | Export to excel |
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Delete the chosen product (only if in "Preparing" of "Validating" state"). | Validate the chosen product (only if in "Preparing" and all the mandatory fields are accordingly set). | Activate the product so it can follow rules set in linked Product Profile(s). | Stop (temporarily) the following of the rules set in the linked Product profile(s) for the given product. Used to perform a few changes while on sale. | Duplicate the selected product. | Copy a membership from another Season | Edit more tariffs' prices in the same time. It allows to select more lines/membership at once | Like the previous one, you can edit more tariffs' prices in the same time, selecting by product. It does not allow to select more lines/membership at once | Print a sample ticket. | Export the screen table of memberships as an excel file |