Club Membership Plan Information

General Information

This screen is displayed when a  Club Membership Trigger Item is entered in an order. This screen enables you to modify a club membership plan for a recipient.  It provides information about Club Member (Recipient), the Billing Address and lists the club plans and details that the recipient is associated.   From this screen, you can indicate if this is a renewal of a previous plan and select the status of the club membership.   Every change made to a recipients plan is saved for historical purposes.

How to Use the Screen

Club Membership Status

• The Status of the Club Membership can be changed to one of the following:

• • ACTIVE - the Club Membership is currently active and shipments will be sent.

  • SUSPENDED - the Club Membership is on hold indefinitely or until the Restart Shipment On Date.

  • CANCELLED - the Club Membership has been cancelled and there will be no more shipments.

• Optionally, enter a COMMENT in the field.

Stop/Restart Membership Option

1. Enter a STOP SHIPMENT AS OF date to suspend the Club Membership on this date.

2. Enter a RESTART SHIPMENT ON date to activate the Club Membership again.

Note: The order will be suspended on the Stop Shipment As Of Date and the Next Shipment Date will be changed to the Restart Shipment On Date.

Club Member Information

The recipient name and shipping address.

Club Member Information

The name and address of the customer that is billed for the club membership.

Club Member Plan Activity Log

SHIPMENT - the current shipment number.

ORDER - the order number.

DATE - the date of the order.

PRODUCT - will include the "trigger" product for the plan, products generated by successive shipments and products that were selected for repeat shipments.

QUANTITY - the quantity of the   product.

PRICE - the price of the   product.

DSCT - the discount on the   product.

STATUS - the status of the club membership plan (Active, Suspended or Cancelled).

COMMENT - comments about the status.

VIEW ORDER BUTTON - will open the order of the highlighted club membership plan.

Club Membership Details

SHIPMENT CYCLE PLAN IS FOR _____ - the period at which the shipments will be sent.

MEMBERSHIP PRODUCT - the "trigger" product for this plan.

RENEWAL - SHIPMENTS WILL NOT START UNTIL CURRENT MEMBERSHIP PLAN ENDS - check this box to indicate that this club membership is a renewal of a previous identical club membership.

SHIPMENTS SENT - the number of shipments sent to the recipient.

SHIPMENTS REMAINING - the number of shipments remaining in the club for this recipient.

LAST MODIFIED BY - the user ID of the last user to modify this plan for the recipient.

JOIN DATE - date the recipient joined the plan.

LAST SHIPMENT DATE - date of the last shipment that was sent to the recipient.

NEXT SHIPMENT DATE - date of the next scheduled shipment to the recipient.

LAST MODIFIED ON - date of the last modification to this club  for this recipient.

Note: Items that are set to automatically repeat shipment will be consolidated onto one order for the repeat shipments as long as they belong to the same plan.   (for instance, different shipment cycle dates for each item will create different plans).