The Membership Enrollment wizard provides the ability to create a new record for a company that does not pre-exist in the system prior to ordering a membership product.
If the membership order is being placed for a new company (New Company is selected as Company Mode), the Company Information page will display. Enter the following information:
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- In the Company Name field, enter the company name.
- In the Company Type field, select the company type from the Company Type drop-down.
- In the Company Address field, enter an address for the company.
- You can only specify the Street address for the company through the Wizard. You can specify other addresses such as a Billing Address and PO Box Address, for the company once the Companies record is created. See Creating a Companies Record for details.
- You can only specify the Street address for the company through the Wizard. You can specify other addresses such as a Billing Address and PO Box Address, for the company once the Companies record is created. See Creating a Companies Record for details.
- In the Company Credit Information section, enter the following:
- Specify the Preferred Currency for new orders placed on behalf of this company.
- Specify the currency in which order credit is expressed in the Credit Currency field.
- Specify the company's Credit Status with the organization and the company's Credit Limit (expressed in the Credit Currency), if it has approved credit.
- Specify a set of general ledger (GL) accounts to use for orders (GL Order Level) and payments (GL Payment Level) involving this company.
- In the Main Phone Number field, enter the phone number for the company.
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A Persons record is require in order to place orders within the Aptify system. The Membership Enrollment Wizard provides the ability to create a new record for a person that does not pre-exist in the system prior to ordering a membership product.
If the membership order is being placed for a new person (New Person is selected as Person Mode), the Person Information page will display. Enter the following information:
See the Creating a Persons Record section in the Persons Service topic of the Aptify Customer/Member Management Guide for more information about adding new companies to Aptify. |
- New Person Name: Enter the first and last name of the person.
- Person's Address: Enter an address for the person.
- If you have specified a company for this person, the address that is entered here will correspond to the person's Home Address.
- If you have not specified a company for this person, the address that is entered here will correspond to the person's Business Address.
- You can only specify one address for the person through the Wizard. You can specify other addresses for the individual once the Persons record is created. See the Creating a Persons Record section in the Persons Service topic of the Aptify Customer/Member Management Guide for details.
- Person's Phone: Enter the phone number for the person.
- If you have specified a company for this person, the phone number that is entered here will correspond to the person's Home Phone.
- If you have not specified a company for this person, the phone number that is entered here will correspond to the person's Main Phone.
After entered the appropriate information, click Next to continue the Wizard. If you selected the No Company option in the Company Selection step, the Person Credit Information will display. Enter the following information:
- Specify the Currency Type for new orders placed on behalf of this person.
- Specify the currency in which credit is expressed in the Credit Currency Type field.
- Specify the person's Credit Status with the organization and the person's Credit Limit (expressed in the Credit Currency), if it has approved credit.
- Specify a set of GL accounts to use for orders (GL Order Level) and payments (GL Payment Level) involving this person.
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