How to add Supplemental Dues to a Renewal using Generate Bundles

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1. Identify the Contact record of an Architect member in a chapter that requires Supplemental Dues

2. Use Generate Bundle to Create a Sales Order or open an existing Sales Order

3. Select the Sales Order

4. Open

   

5. Change the Status of the Sales Order from Closed to Open

6. Open

   

7. In the Sales Order Lines box on the right, select the dropdown

8. Select New

9. Open

   

10. In the New Sales Order Line pop up box

    1. In the Item field, begin to type "Supplemental" to search for the chapter 

    2. Select the chapter Supplemental Dues item

    3. In the Price field, type in the chapters total Supplemental Dues amount using the spreadsheet tool

    4. Check the Price Override box

    5. Select Save

11. Open

    

12. Return to the Sales Order

13. Review the Total amount and confirm that it is as expected

14. In the Sales Order Lines box on the right, select View All

15. Open

    

16. Confirm that a Supplemental Dues Line was added and the item Sales Price and Total Price are accurate

17. Open

    
18. Open

    

19. Return to the Sales Order

20. Change the Status from Open to Closed

21. Open

    

22. To complete the renewal, process payment

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