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Main Menu > Debtors > Maintenance > Customer Membership Type Maintenance |
The Customer Membership Type Maintenance program allows users to view, edit and create customer membership types.
Enter the code for the customer membership type you would like to maintain or when creating a new customer membership type enter a new unique code and the prompt shown below will appear, select Yes to create.
Complete the fields for the customer membership type as shown below.
Customer Membership Type Maintenance Screen
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Membership Code - The membership code or click |
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Description - Description of the selected customer membership type. |
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Renewal Type: The renewal type for the selected customer membership type. Anniversary Date - •New Member: The expiry date is calculated from the purchase date of the membership. •Active Membership: The new term extends from the customer’s existing expiry date. •Expired Membership: If the customer’s membership has already expired, the new term starts from the renewal date.
Purchase/Renewal Date - •All Renewals: The new term always starts from the renewal date, even if the customer’s membership is active. Any remaining time on an active membership is forfeited once renewed. |
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Apply Pricing Settings From - The customer code where all price settings for the selected customer membership type are setup or click |
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Save - Saves the customer membership type or any changes made to an existing customer membership type Clear - Clears the current screen allowing users to select another customer membership type Delete - Deletes the selected customer membership type Listing - Exports a list of saved customer membership types to an excel spreadsheet. |
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