Adding new membership to a contact

Owned by Demetria Jones-Davis
Last updated: Nov 24, 2020Version comment
3 min read
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Membership can be manually added to an existing contact by following the steps below.


To add new membership to a contact record through Rapid Order Entry:

Step 1: Search for the existing contact in the global search box or create the contact by following the Create a contact guide.

Step 2: Once on the record, click on the down arrow in the upper righthand corner of the record.

Step 3: Click on Rapid Order Entry in the dropdown list.  This will take you to the rapid order entry screen.

Step 4: In the Item Quick Add box, search for National to locate line item price by member category.  

Step 5: Select the appropriate National line item from the drop down list (i.e. Associate - National, etc). 

Once selected, the Select Plan field should automatically populate with "1-Year Calendar Plan."

Step 6: Select Add to Order button to add the National line item to the sales order. 

Once added, the National line item will appear.  

The details of the line item can be viewed by clicking on the arrow button on the far left of the line item.

Step 7: Repeat Steps 1 through 3 to find, select, and add a State line item.  Both, the state component code and state name can be utilized in the search (i.e. Virginia or VAXX).

Step 8: Repeat Steps 1 through 3 to find, select, and add a Local line item (if applicable).  Both, the local component code and local name can be utilized in the search (i.e. Northern Virginia or VANO).

Step 9: Review total pricing and line items.  If there are issues with an incorrect line item, you can follow steps for deleting a line item.


To delete a line item:

  1. On the sales order, click on the ellipses beside the price of the erroneous line item.  

       

       2. Select Remove From Order from the drop down list.

Once selected, the line item will no longer appear on the sales order.

       7. Once the review is complete, select Go button on right side of the estimated total items price.

       8. The system will automatically create the sales order.