Viewing and Editing Membership Product Rates and Pricing – Web Client Help Center

From the Rates and Pricing screen, you can edit existing rates, create a new rate, as well as edit renewal controls and structure settings, add subscription benefits and cancellation fees, and select a Membership Dues Schedule for Membership products.

If a Price By Schedule price is added, the price will display as hyperlinked within the grid. Selecting the hyperlink will open the Dues Schedule Basis in a new tab.

To view and edit product rates and pricing:

To view the Product Setup screen for a product, select Rates and Pricing from the Financials tab within the product summary.
The Rates and Pricing screen displays, as shown below.
To edit an existing rate, click the pencil icon.
The Edit Pricing screen displays, as shown below.
From here, you can add new pricing details to the rate code. If you would like to make any changes to an existing pricing details, click on the pencil icon next to each row.
The Edit Pricing detail screen displays, as shown below.
Make the desired changes and click Update.
Click Save to save changes made to the rate code.

Creating a New Rate

To create a new rate:

From the Rates and Pricing screen, click New Rate.
The Add Rate Structure and Rate Code screen 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.
3. Select a Short Pay code from the drop-down.
4. The Description defaults to the selected rate code. Change this if needed.
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 rate Priority.
  This determines the order the rate codes display in the product setup and 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 for the selected rate structure.
  The rate structure/code that is marked as the default rate will default on orders when the rate structure is selected. 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 be marked as the default.
5. By default, the rate structure/code is marked as a Web Enabled Rate. Change this to "No" if you do NOT want this rate to appear on the web.
6. If the Web Enabled Rate option is set to "Yes", select whether or not this is the Default Web Rate for the selected rate structure.
  The rate structure/code that is marked as the default web rate will default on online orders when the rate structure is selected. Only one rate code within a given rate structure for a product can be marked as the web default.
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
Click Add.
The rate structure/code is added to the Rate Codes and Pricing grid at the bottom of the page.
From the Add New Price section:
1. Select a Rate from the drop-down.
  Options in the drop-down are populated based on the rates added in the section above.
2. The Currency defaults to the currency defined for the org unit. Change this if needed.
3. Select or enter the Valid From date.
4. If necessary, select a Valid Through date.
5. Enter the Price.
6. If necessary, enter a Min Price to Activate.
  This controls various aspects of the behavior of an order depending on the Short Pay value. This is the price that must be paid prior to the line item being considered active.
7. If necessary, enter a Max Auto Write-off price.
  This controls what amount is acceptable as a final price.
8. Select whether or not you want to Show as Web Sale Price. If this option is set to "Yes", strikethrough pricing will display on the web and you MUST define a Strikethrough Price.
9. If the Show as Web Sale Price is set to "Yes", enter a Strikethrough Price.
10. If the Show as Web Sale Price is set to "Yes", select whether or not you want to Show Price End Date. If this option is set to "Yes", you MUST define a Valid Through date for the rate.
11. Select whether you wish to Price by Schedule. If set to "Yes", search for and select the Schedule.
  For more information on Membership Dues Schedules, please see Membership Dues Overview.
  1. Once a Price By Schedule price is added, the price will display as hyperlinked within the grid. Selecting the hyperlink will open the Dues Schedule Basis in a new tab.
12. Click Add.
If necessary, repeat the steps above to add additional rates and/or pricing.
Click Done.

Screen Element	Description
Rate Structure	Drop-down. This is a structure that defines a customer. Rate structures are defined during the system setup. Certain customers, such as members vs. non-members, receive special rates. The rates for these structures are defined in the Rate Code. After a rate structure has been defined for the product, this drop-down is disabled and cannot be edited.
Rate Code	Drop-down. The established rate determines the pricing for the Rate Structure selected. For example, One Year Membership, Two Year Membership, International Rate, Lifetime Membership, Standard Rate, or Trial Rate. Values in the drop-down are populated based on the non-fixed codes defined for the MBR "RATE" system type. After a rate structure has been defined for the product, this drop-down is disabled and cannot be edited.
Short Pay	Drop-down. This fixed code indicates how the system handles incomplete payment situations. Linked to the minimum payment amount. This code can be affected by the schedule payment and minimum payment amount. Options include: Adjust: Accept whatever is paid, even if the payment amount is less than the minimum payment. No balance is due. This is typically used for donations. Set up the minimum and maximum adjusted prices in the Pricing Detail section. If you select Adjust and the Min Adjusted Price is $0.00, subproducts will not be activated until the master product is activated. However, if the Min Adjusted Price is greater than $0.00, the subproduct will not be activated until payment is made. AR: Creates a receivable and indicates that members under the active rate code will be invoiced. Activates even though a balance is due. Reject: Do not activate order unless fully paid. This should only be enacted if paying the entire amount immediately, rather than monthly. If an order is created, this value can be overridden at the order line level. A balance is due and the product stays in a proforma status until payment is received. Not active until the entire payment is received. Values in the drop-down are populated based on the non-fixed codes defined for the ORD "SHORT_PAY_PROC" system type.
Description	Text box. A description of the rate code.
Membership and Renewal Controls

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.
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.
Pay Frequency	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.
Renew to this Product	Search field. This field allows you to select the membership product that this product should renew as. If left blank, the value will default to itself.
Renew as Rate Structure	Drop-down. This field allows you 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.
Renew as Rate Code	Drop-down. This field allows you 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. When a zip-linked product has a renew-as-rate-code defined, then when the order is renewed, the new order will have the rate code defined in the renew-as-rate-code setup if the length in units is same for both main product as well as the zip-linked product.
Additional Options
Priority	Text box. Determines the order the rate codes display in the product setup and Order Entry screen. The rate code with the lowest display order displays first.
Agency Discount	Text box. The percentage to be applied for an agency discount when creating an order for this product.
Sales Commission	Text box. If you selected for this product to be eligible for sales commission on the General Membership Product screen, you can enter the percentage of sales commission the sales representative receives when this product is purchased.
Default Rate	Toggle. Defaults the rate to the list price. Indicates which rate codes should be default with each rate structure. 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 toggle set to YES.
Web Enabled Rate	Toggle. When set to YES, indicates that this rate code is available for use through the Web. If the product has been defined to display on the web, a rate structure of "member" has been defined, and the Web Enabled Rate toggle is set to YES here, the "Member Price" will display on the product preview window. If the web user is logged into the site and is a member, the price will display as "Your Price". Similarly, if a rate structure of "list" has been defined, the "List Price" will display.
Default Web Rate	Toggle. When set to YES, indicates which rate code is the default for the Web.
Prorate Amount	Toggle. 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. For example, if the membership rate amount is $120 and the membership runs from January to December, an order placed in January will have a default rate amount of $120. However, if an order is placed in February, the default rate amount will be $110. If this toggle is set to YES, when you transfer a membership order, the "Prorate" toggle will be set to YES by default and cannot be changed on the Order Transfer screen.
Pricing Detail
Rate	Drop-down. Options in the drop-down are populated based on the rates added to the product.
Currency	Drop-down. The appropriate domestic or international currency to use in this subsystem, e.g., German Mark, Japanese Yen, US Dollar.
Valid From	Drop-down. The pricing setup begins on this date. Membership order pricing is calculated based on the cycle begin date. If a begin date is defined prior to an existing begin date, a warning message appears. If entered, then the end date is automatically set to the day prior to the next existing begin date. A pricing record must equal the product’s Available Date. The Valid from and Valid thru dates allow you to create a new price without creating a new rate structure and rate code.
Valid Through	Drop-down. Indicates the last date when this rate would be effective for this product detail.
Price	Text box. The price charged for the product prior to any applicable discounts.
Min Price to Activate	Text box. Controls various aspects of the behavior of an order depending on the Short Pay value. This is the price that must be paid prior to the line item being considered active.
Max Auto Write-off	Text box. Indicates the amount that can be written off if the customer over pays or under pays.
Show as Web Sale Price	Toggle. If you want to display strikethrough pricing on the web, this toggle must be set to YES. When set to YES, the Strikethrough Price field is enabled.
Strikethrough Price	Text box. This is most often used for sales and promotions to indicate a reduced price. Example: $20.00 ~~$45.00~~ . In this example, the stricken through price is the original price of the product and the $20.00 price is the new price. If the product has been defined to display on the web, a rate structure of "member" has been defined, the Web Enabled Rate toggle is set to YES, the Show as Web Sale Price toggle is set to YES, and a Strikethrough Price is defined here, the "Member Price" sale will display on the product preview window. If the web user is logged into the site and is a member, the price will display as "Your Price". Similarly, if a rate structure of "list" has been defined, the "List Price" sale will display.
Show Price End Date	Toggle. If set to YES, the sale through date will display on the web.
Price by Schedule	Toggle. When set to YES, indicates the product will be priced by schedule and the Schedule field becomes active.
Schedule	Search field. The active dues schedule related to the product. When the Advanced button is clicked, the Choose a Dues Schedule page opens, where you can search for and select an existing active dues basis schedule. For more information on Membership Dues Schedules, please see Membership Dues Overview.