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Maintain Memberships

Complete the following procedure to establish or update a membership's name, terms, prices, discounts, and billing and expiration dates.

1. Navigate to the Define Memberships screen.

   1. Log In to the Data Center Application to display the Data Center ribbon menu.

      

   2. Select Memberships > Define Memberships from the main menu to display the Define Memberships screen.

   

2. Complete the following procedures as needed to manage memberships:

   • Create or Edit a Membership

   • Manage a Membership Incentive

     Note: A membership incentive is a member-only discount (either a percentage or dollar amount) on selected products. An incentive may be applied to individual products or to all products having a particular attribute/descriptor combination.

     • Create or Edit a Membership Incentive
     • Add or Remove a Membership Incentive Product
     • Add or Remove a Membership Incentive Attribute/Descriptor Combination
     • Delete a Membership Incentive

   • Manage a Membership Member List

     Note: A member list displays all current members of a membership and the details (name, ID, address, and birth date) for each.

     • Add a Member to a Membership Member List
     • Remove a Member from a Membership Member List
   • Delete a Membership