Chapter 128: Working with Membership Types (WWMT)

Purpose: Use the Work with Membership Type menu option to define membership type codes. You can use these codes to group and identify membership programs for informational or reporting purposes, or as selection criteria when you are generating membership orders. See Membership Overview.

Loyalty memberships? The membership type also controls whether a membership program is a standard membership that you sell or create, or a loyalty membership, in which the system automatically evaluates whether each customer placing an order qualifies for the loyalty program based on order history.

You use different screens in Working with Membership Programs (WWMP) and Working with Customer Memberships (WWCM) for loyalty membership programs vs. standard programs.

Allow changes? For standard membership programs, the membership type also controls whether you can change any of the default settings from the membership program for individual customer memberships.

Which information cannot be changed? The information controlled by this setting includes the items included on generated orders, any discount, and the criteria the system uses to determine shipment intervals. If the membership program is assigned to a type that does not permit changes, this information is display-only for customer memberships you create and cannot be changed.

Which information can be changed? You will be able to change only:

• the customer membership's status

• the next release date for orders

• the alternate shipping address or recipient customer

• pay type information

In this chapter:

• Work with Membership Type Screen

• Membership Type Screen (Create Mode)

• Membership Type Screen (Change Mode)

• Membership Type Screen (Display Mode)

Work with Membership Type Screen

How to display this screen: Enter WWMT in the Fast path field at the top of any menu or select Work with Membership Type from a menu.

CSR0936 DISPLAY Work with Membership Type 8/12/04 16:40:14 EZK Mail Order Opt Type Description Loyalty Type options, press Enter. 2=Change 4=Delete 5=Display DS DISCOUNT EN ENCORE LY LOYALTY Y WT WORLD TOUR F3=Exit F6=Create F12=Cancel F21=Print list F24=Select company

Field	Description
Type	A code representing a type of membership program. Alphanumeric, 2 positions; optional.
Description	The description of the membership type. Alphanumeric, 30 positions; optional.
Loyalty	If set to Y, indicates a loyalty membership program type, which the system assigns automatically to customers based on the customer’s order history. If the flag is not set to Y, you can sell membership programs of this type in order entry or create them through Working with Customer Memberships (WWCM). Standard memberships can be used to generate membership orders, or they can be discount-only memberships. See Loyalty Memberships for an overview. Alphanumeric, 1 positions; display-only.

Screen Option	Procedure
Create a new membership type	Press F6 to advance to the Membership Type Screen (Create Mode).
Change a membership type	Enter 2 next to a membership type to advance to the Membership Type Screen (Change Mode).
Delete a membership type	Enter 4 next to a membership type to delete it. You cannot delete a membership type if it is assigned to any membership programs.
Display a membership type	Enter 5 next to a membership type to advance to the Membership Type Screen (Display Mode).

Membership Type Screen (Create Mode)

Purpose: Use this screen in Create Mode to create a new membership type.

How to display this screen: Press F6 at the Work with Membership Type Screen.

For more information: See the Membership Type Screen (Change Mode) and the Membership Type Screen (Display Mode).

CSR0937 ENTER Membership Type 8/12/04 16:49:20 Create EZK Mail Order Membership Type . . . . . . Description . . . . . . . . Change customer membership . (Y,N) Loyalty . . . . . . . . . . (Y,N) F3=Exit F12=Cancel

Field	Description
Membership type	A code to identify a type of membership program. You can use these codes to group and identify membership programs for informational or reporting purposes, or as selection criteria when you are generating membership orders. Also, you use the membership type to distinguish standard membership programs from loyalty programs. Alphanumeric, 2 positions. Create mode: required. Change mode: display-only.
Description	The description of the membership program. Alphanumeric, 30 positions; required.
Change customer membership	Indicates whether the settings that default from a membership program of this type to each customer membership you create can be changed on an individual customer membership. Valid values are: Y = You can change the settings on a customer membership N = You cannot change the settings on a customer membership See Working with Membership Types (WWMT) for a discussion of the type of information you can or cannot change for a customer membership, depending on the setting of this field. Note: This setting applies only to standard membership programs, not to loyalty membership programs. Alphanumeric, 1 position; required.
Loyalty	Indicates whether membership programs of this type are standard membership programs or loyalty memberships. Valid values are: Y = Membership programs of this type are loyalty memberships: the system automatically evaluates whether each customer qualifies for the loyalty program based on order history. N = You can sell membership programs of this type in order entry or create them through Working with Customer Memberships (WWCM). Standard memberships can be used to generate membership orders, or they can be discount-only memberships. See Loyalty Memberships for an overview. Alphanumeric, 1 position; required.

Membership Type Screen (Change Mode)

To change: Enter 2 next to a membership type at the Work with Membership Type Screen to advance to the Membership Type screen in Change mode. At this screen, you can change the description or the Change customer membership flag, but not the type code itself. See Membership Type Screen (Create Mode) for field descriptions.

Membership Type Screen (Display Mode)

To display: Enter 5 next to a membership type at the Work with Membership Type Screen to advance to the Membership Type screen in Display mode. You cannot change any information on this screen. See Membership Type Screen (Create Mode) for field descriptions.