Display First Membership Order Total (G14)

Purpose: Use this screen to define whether to display the estimated dollar total for the first membership order scheduled for generation when you create a membership for a customer in order entry.

Yes/no field: Select this field to display the Order Total pop-up window in order entry when you select Accept to accept an order in which you have ordered a membership item, creating a customer membership.

What is a customer membership? You can use a customer membership to generate periodic orders for a customer. Typically, a membership program generates orders containing the same item(s) monthly, but you can set up memberships to generate orders at different intervals, to include a rotating selection of items, and/or to include a discount that applies to each order the customer places.

How do you create a customer membership in order entry? When you enter an item flagged as a Membership, the system displays a pop-up window in which you can select the type of membership the customer wants to purchase. Depending on the type of membership program, you may be able to override the default settings (which include items, shipment intervals, and discount percentage), or you can accept all defaults for the program. Payment information can default to the membership from the order, or you can enter a separate payment method.

Note: You can also create and work with customer memberships through the Work with Customer Memberships menu option.

How do you generate membership orders? The Generate Customer Membership Orders function reviews all active customer memberships, and creates a new order for each customer membership whose release date is on or before the current date. Once you generate a membership order, you can process and fulfill it like any other order.

What does the first order total include? The order total listed in the Order Total window includes merchandise, tax, and freight. This order total is an estimate only. The actual total when you generate the first order may vary, depending on changes to pricing, using various freight methods, including special charges, item availability, and so on.

Leave this system control value unselected if you do not want to display the Order Total pop-up window in order entry.

For more information:

• setting up and working with memberships: Working with Membership Programs (WWMP)

• creating memberships by selling membership items in order entry: Entering Customer Memberships in Order Entry