Versions Compared

Old Version 3

changes.mady.by.user David Haskell (Unlicensed)

Saved on

compared with

New Version Current

changes.mady.by.user Unique Brown

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This article will show you how to enter an order for a membership in Advantage. A membership order is an order for a group of pubs under one price structure.

5 min read

Info

Note
These instructions require you to have a control group open.

How to Enter a Membership Order

  1. From the Customer Service ribbon, navigate to Order Entry

  2. Click Add Order

  3. As required, complete the following fields:

Bill-to Customer

The customer number associated with the payment method or the customer ordering.

Address Code

The address code associated with the billing account number.

Ship-to Customer

The customer number associated with the fulfillment of the order.

Ship-to Address Code

The address code associated with the shipping account number.

Promotion Code

Prompt the customer for the promotion code included with the offer they saw.

4. Select one of the following options…

Expand
titleIf shipping to a different customer...

Remove Customer Number in the Default Ship-to Customer and enter the customer number for the shipping address

Expand
titleIf shipping to a different address...

Remove ADDR-01 in the Default Ship-to Address Code and select the correct address code.

Info

Note
Note the address must first be added to the account to be an available selection. Go here for instructions on adding a secondary address.

5. Click Continue
6. The Billing Currency should be defaulted, make changes if necessary
7. Click Continue
8. As required, complete the following fields:

Item Number

Use the drop down to select the item number.

Quantity Ordered

Based on the choice selected, this should default to 1. If not, enter 1.

Promotion Choice

Use the drop down to select the pricing and term choice.

9. Hit Enter
10. If the customer has not previously been a member, a dialog box will appear to confirm to add membership, click Yes

11. The Membership Maintenance dialog box will appear, based on the choice selected, the membership org and category will be filled in, click OK

12. The Membership Order Entry screen will appear, click Next
13. Next is the Subscription Details tab, if necessary, updates to rate, term length, delivery code, email address and renewal flag can be made here, click Next

Info

Note
The Eligible Membership Publications dialog box will appear, depending on the membership and choice selected, there will be baby pubs associated with the membership pub will be in the Existing Elements/Elements to Be Added box.  As necessary, make changes.  The number of elements you can select is displayed at

14. Click Next
15. If there are multiple charge categories associated with the membership, repeat steps 14-15 as necessary.
16. If the customer is ordering multiple items, repeat steps 8-17.  When completed adding items hit Esc to continue to the Shipping Charges phase.

17. Shipping Charges are not common and are calculated by the choice.  If necessary, you can make changes to the shipping charge here

18. Click Continue
19. Select one of the following options...

image-20240429-171249.pngImage Added

Expand
titleIf paying by Credit Card...

  1. If the customer has saved credit cards on their account,

the Saved Payment Methods dialog box will appear.  You can select a card, or hit Cancel to

  1. you can use the drop-down to choose existing card.  Or you can hit the add payment button to collect a new payment method.

  2. Click Add Card will open up the secure payment entry dialog box, complete the following:

image-20240429-171358.pngImage Added

Card Type

Name

Select the card type from the list

Enter the full name of who the CC belongs to.

Card Number

Enter the card number.

Expiration Month

Enter the card's expiration month.

Expiration Year

Enter the card's expiration year.

Security Code

Enter the card's security (CVV) code

.

Save Card

Choose whether to add the card to keep on file for future payments:
Yes - Will keep the card on file for future purposes

No - Will not keep a record of the card being used for the current purchase

.

4. Click

Confirm

Pay now
5. The Amount will fill in automatically with the invoice amount

Info

Note
If the product is on auto delivery service consent must be given by checking the consent box before completing the order. The script should be read to the customer.

Save card

  1. Checked - Will keep the card on file for future purposes

  2. Unchecked- Will not keep a record of the card being used for the current purchase.

 

image-20240418-134831.pngImage Added

6. Click Continue to Submit Order

Info

Note
When submitting an order with a credit card, the card will be pre-authorized at this time for the amount if pre-authorization is enabled with the payment processor.  If the card cannot be processed, you will be prompted with the Credit Card Processing Error dialog box. Prompt the customer for another payment type. You can try the card again, but this should not be submitted more than 1 more time. You can also accept payment without authorization to attempt the card later, however this is not recommended.

Expand
titleIf paying by Debit Card...

  1. If the customer has saved SEPA direct debits on their account, the Saved Payment Methods dialog box will appear.  You can select a Direct Debit, or hit Cancel to collect a new payment method

  2. Under payments, select Direct Debit. If the customer would like to use a direct debit that has been previously used, select the drop down for Customer Bank Account and select the DD. Otherwise, complete the following fields:

Payment Type

Set the Payment Type to Direct Debit.

Payment Code

Select the payment code for the direct debit.

Bank Identification

Enter the bank ID.

Customer Bank Account

Enter the customer's bank account number.

Account Holder Name

Enter the account holder's name.
For some affiliates, this fills in automatically.

3. The Amount will fill in automatically with the payment amount, the collection date, DD consent date and DD wait period will fill in automatically as well

4. Click Submit Order

Tip

Wrap up

You should now know how to enter an order for a membership in Advantage.

[NEED VOTING] 👍 This was helpful 👎 This didn’t help me

Related FAQS

Expand
titleThis related FAQ question should be directly related to this article content?

Here is the answer to this question. Remember to keep these short and straight to the point. Link to more in-depth content if needed.

Expand
titleThis related FAQ question should be directly related to this article content?

Here is the answer to this question. Remember to keep these short and straight to the point. Link to more in-depth content if needed.

Related Content

Related user guide title goes here

User guide brief description here to help your reader get a quick preview.

Read this guide

Related user guide title goes here

User guide brief description here to help your reader get a quick preview.

Read this guide

Info

Still need help?

We know this can be frustrating. To get further help please open a Jira Support ticket.

Open a ticket [Link to JSD]Click to open a ticket

Related Content

Understanding the Order Entry Screen

Read this guide

FAQs - Enter a Product Order

Read this guide

Level up with a Masterclass

Advantage Customer Service: Invoices & Payments

Get started!

Advantage Customer Service: Order Entry

Get started!

[Need to Insert Comments Section]