![]() When done setting up Organization record above, open the Organization account.To test assigning the seats as a company manager: When payment is made, click the blue button on the right side “Submit Order”.On the payment screen, click to make a payment (check is easiest for testing).Click the button on the right side to move to the payment screen. Click the blue button *at the bottom* of the page to save the items to the cart.For each chapter product you select, indicate the quantity in the field found on each line (e.g., Arkansas – 5, Virginia – 3) The total should add up to the number of seats you’ve selected on the primary product in the frame above.Select the Chapter products you want in the lower frame (check boxes).Select your Primary product in the upper frame (radio buttons).Select the Membership Type (“Large NPO”).Select “AFP” as the entity, and Membership as the product type.Click on the company you just created, then click the top right down arrow to the right of the company name and select ”New Order” from dropdown.Next: Create a Large NPO order for this company.If using existing company, make sure it has an individual account as an employeechild affiliation. If creating a new one: In Accounts, from upper right navigation, select New and create – be sure in “Primary Company Affiliation” to select an Individual as an employee (child affiliation) for testing purposes.Go to Accounts and either create or select an already existing Organization record.
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