Creating a Membership Product – Web Client Help Center

ThreeSixty Web Client allows you to create new Membership products.

To create a new Membership product:

From Product Central, select Membership from the Create a New Product card.
Alternatively, you can select Create a Membership Product from the left navigation menu.
The Product Setup screen appears, as shown below.
Enter the Product Code and Parent Product. For a master product, the Product Code and Parent Product values should be the same.
Select the Product Type from the drop-down.
Select the Product Class from the drop-down. Values in the drop-down are populated based on the non-fixed codes defined for the MBR "PRODUCT_CLASS" system type.
Enter the Product Name.
The Invoice Description defaults to the same value.
If necessary, enter the Product Manager Email.
Select "Yes" or "No" for the Master Product option. When set to No, it implies that the product cannot be entered directly without already having another product with the same parent product but different product code. The toggle defaults to Yes.
Select "Yes" or "No" for the Members Only option. When set to Yes, the system allows only members to buy this product.
Select "Yes" or "No" for the Renewable option.
Select "Yes" or "No" for the Allow Price Update option. When set to Yes, the Unit Price field is editable on the Order Entry screen and the Line Item Details screen.
Select "Yes" or "No" for the Zero-Price option.
Select "Yes" or "No" for the One Price Only option.
If necessary, search for and select a Primary Search Group to link to the product.
Select the Product Status from the drop-down. The status of the product. Values include Active, Cancelled, and Discontinued.
Select "Yes" or "No" for the Available to Order option. When checked, sets this as an active product for purchase by customers.
Select the Available From date. Defaults to the system date, but it can be overridden. The date from which the product will be available from.
The Available From date cannot be changed if orders have already been created for it.
Select the Available To date. This field is usually left blank unless there is a specific date on which the product will no longer be available. If a date is entered, the product will not be available for orders after this date.
Click Continue.
The Level Setup step displays, as shown below.
From the Primary Structure section:
1. Select the Level 1 structure from the drop-down.
  This field is used for reporting purposes to separate the major segments of the membership group. For example, Individuals, Companies, or Chapters. The available values are populated based on the fixes system type RECORD_TYPE.
2. The Primary field will default based on the Level 1 selected.
  Within a structure, it is convenient to designate one value as being primary when describing a customer. The status is based on the Level 1 membership structure defined on the Membership Structure Maintenance screen
3. The Include Zip Links field will default based on the Level 1 selected.
  When this product is purchased, the system automatically includes an zipped mapped products with the same parent product code. The status is based on the Level 1 membership structure defined on the Membership Structure Maintenance screen.
4. The Zip Linked field will default based on the Level 1 selected.
  This product contains a zip mapping to allow an automatic population of the order record with an appropriate chapter. The status is based on the Level 1 membership structure defined on the Membership Structure Maintenance screen.
From the Secondary Reporting Structure section:
1. Search for and select a Level 2 structure.
  The available values are based on the previously-entered Level 2 codes. Values can also be entered directly. Level 2 further defines the Level 1 code for reporting purposes.
2. Enter a Level 3 structure.
  This further defines the Level 2 code for reporting purposes. The value must be unique within the Level 2 grouping
3. Select the Associate Class.
  This field will be disabled unless “Associate” is chosen from the Product Type drop-down. The values are populated based on the ASSOCIATE_CLASS non-fixed system type.
4. If necessary, change a Start Mask and End Mask for the Level 2 structure.
  The start and end mask at the membership product level that controls the logic used by the system to set the start and end date on new membership orders.
5. To create a cross-reference for the product to a subgroup (chapter), search for and select the Linked Customer.
6. If the Product Class is set to Online Access, enter the Online Content URL.
  This is the URL that the member uses to access the online content to which the membership entitles him/her. When the web user purchases the membership product that has a product class code of ONLINE_ACCESS, this URL will be included in the thank you confirmation page. Additionally, the "New Web Order" notification has been updated to include a link to the online content URL embedded in the email.
From the Options section:
1. Set the Renewable toggle to "Yes" or "No".
  When set to Yes, indicates the active membership product can be renewed.
2. Set the Renew Components toggle to "Yes" or "No".
  Indicates that any components associated with the active membership product will be renewed when the membership product is renewed.
3. Set the Recalculate Renewal toggle to "Yes" or "No".
  Determines if the renewal should be recalculated from the dues schedules or if it should simply accept last years amounts. This is important for negotiated rates in trade association situations. When a product is renewed and this toggle is set to Yes, the system looks for the new pricing and applies it to the order.
4. Set the Include in Count toggle to "Yes" or "No".
  When checked and a Linked Customer has been selected from the Secondary Membership Reporting Structure section, a cross reference is defined for a Membership product and a subgroup record. This is required to include this product in the MBR700 Member Counts process.
Click Continue.
The Rates and Pricing step displays, as shown below.
From the Add Rate Structure and Rate Code section:
1. Select a Rate Structure from the drop-down.
2. Select a Rate Code from the drop-down.
  The Description defaults to the selected rate code, but can be changed if needed.
3. Select a Short Pay code from the drop-down.
From the Membership and Renewal Controls section:
1. Enter the membership Length in Months.
  This number defines the end date of the term. For example, if you enter “12” here, this is a 12-month membership. The end date of the term is automatically calculated. Revenue Recognition will override the time entered here. Defaults to 12 months.
2. Enter the membership Grace Months.
  This is the number of months that is typical for continuing member benefits prior to cancelling a membership for non-renewal. This value defaults based on the membership structure, but can be overridden.
3. Select the Pay Frequency from the drop-down.
  This is the time frame the customer must pay for the membership. For example, "Invoice" indicates the customer must pay immediately and "Monthly" indicates the customer can pay on a monthly schedule. If "Monthly" is selected, the order is automatically created with a monthly payment schedule but can be overridden on the Order Entry screen. Values in this drop-down are populated based on the fixed codes defined for the MBR "PAY_FREQUENCY" system type.
4. Search for and select the Renew to this Product to select the membership product that this product should renew as. The value will default to itself.
5. Select the Renew as Rate Structure from the drop-down to define the rate structure that this product’s rate structure should renew as. If left blank, the value will default to the product’s original rate structure.
6. Select the Renew as Rate Code from the drop-down to define the rate code that this product’s rate code should renew as. If left blank, the value will default to the product’s original rate code.
From the Additional Options section:
1. Enter the Priority.
  This determines the order the rate codes display on the Order Entry screen. The rate code with the lowest display order displays first.
2. If necessary, enter an Agency Discount percentage.
  This is the percentage to be applied for an agency discount when creating an order for this product.
3. If necessary, enter a Sales Commission percentage.
  This is the percent of sales commission that the salesperson receives when this product is purchased within the rate structure/ rate code selected.
4. Select whether or not this is the Default Rate.
  This rate code defaults for the order when creating an order. For instance, some organizations want to show member savings, but to do that the structure and price must be known to consider the "list price". Only one rate code within a given rate structure for a product can have this checkbox selected.
5. Select whether or not this is a Web Enabled Rate.
  This indicates that the rate structure/code can be used in ThreeSixty e-Business.
6. Select whether or not this is the Default Web Rate.
  This indicates that the rate structure/code is the default rate in ThreeSixty e-Business.
7. Select whether or not to Prorate Amount.
  When set to Yes, when an order is placed with this rate code, the rate amount will prorate evenly over the course of the length of the membership.
8. Click Add
  Repeat the steps above to add additional rate structures/codes.
From the Add New Price section:
1. Select the appropriate Rate defined above from the drop-down.
2. Select the Currency from the drop-down.
3. By default, the Valid From date is set to today's date, but can be changed.
4. If necessary, select a Valid Through date.
5. Enter the Price.
6. If necessary, enter the Min Price To Activate amount.
7. If necessary, enter the Max Auto Write-off amount.
8. Select whether or not you want the price to Show as Web Sale Price.
9. If set to "Yes", enter a Strikethrough Price.
10. Select whether or not you want to Show Price End Date.
11. Select whether or not you want to Price by Schedule.
  When set to Yes, indicates the product will be priced by schedule and the Schedule field becomes active.
  1. If Price by Schedule is set to Yes, search for and select the Schedule.
    The active dues schedule related to the product.
12. Click Add.
  Repeat the steps above to add additional prices.
Click Continue.
The GL and Revenue Accounts step displays, as shown below.
The Begin Date defaults to today's date, but can be changed if needed.
Enter the Pay Priority.
This establishes the order by which line items on a multi-product order are paid. The lowest priority number is paid first, with zero being paid before any other.
Select a Receivable Account by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Writeoff Account by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Cancellation Account by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Discount Account by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Deferred Account by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Agency Discount by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Deferred Agency by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
From the Tax/VAT Control section, select whether or not the product is Taxable.
If you select "Yes":
1. Select the appropriate Tax Category from the drop-down.
2. Select whether or not you to want to Charge VAT tax on the product.
  If you select "Yes":
  1. Select the appropriate VAT Category and VAT Country from the drop-downs.
From the Revenue Recognition section, select the appropriate Recognition Method from the drop-down.
If you select "On Specific Date":
1. Select the appropriate Recognition Date.
Click Save.
From the Revenue Accounts section:
1. The Begin Date defaults to today's date, but can be changed if needed.
2. Select a Revenue Account by entering at least three characters and clicking the magnifying glass search icon to display available options.
  Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Click Done.
The new product will open within the Product Summary.