FUNCTION:
This feature allows re-seller organizations to substitute one resale membership for another. Activate replacement on resale memberships when you want to enable this functionality for your reseller organizations.
WHAT YOU NEED TO KNOW:
This replacement feature is only available for reseller organizations
This feature cannot be used by the parent organization
For each eligible resale membership, you must activate replacement
For each eligible resale membership, you must decide on the restrictions
Reseller organizations will only be able to replace resale memberships based on the criteria and restrictions the parent organization defines
ORIGINAL RESALE MEMBERSHIP:
Between PARENT organization and RESALE organization
Replacement will create a credit note (replacement) between the parent organization and the reseller organization to cancel the original membership
The amount of the credit note is based on the price that was established by the parent organization during the sale thereof
The participant will no longer be a member of the parent organization resale membership.
Between RESELLER organization and their CUSTOMER
Replacement will create a credit note (replacement) between the reseller organization and their customer
The amount of the credit note is based on the price that was established by the reseller organization during the sale thereof
The participant will no longer be a member of the resale membership
REPLACEMENT RESALE MEMBERSHIP:
Between PARENT organization and RESALE organization
Replacement will create an invoice (replacement) between the parent organization and the reseller organization for the new membership
The invoice amount is based on the price that was established by the parent organization during a resale membership purchase by a reseller organization
The participant will have the new parent organization resale membership
Between RESELLER organization and their CUSTOMER
Replacement will create an invoice (replacement) between the reseller organization and the customer to bill their client
The invoice amount is based on the price that was established by the resale organization during a resale membership purchase made by a customer
The participant will have the new resale membership
When PARENT ORGANIZATION uses replacement
The parent organization cannot use replacement for resale memberships that are available for resale. However, the parent organization can replace memberships that are not eligible for resale. For more details regarding parent organization membership replacement, refer to the support document by clicking here.
ENABLE THE REPLACEMENT ON A RESALE MEMBERSHIP
EXISTING RESALE MEMBERSHIP:
MEMBERSHIP tab
Click on EDIT on the desired resale membership
NEW RESALE MEMBERSHIP:
Click on NEW MEMBERSHIP
In the REPLACEMENT section, select either:
Enable
(resale membership can be replaced by any other resale membership)Enable with restrictions
(select which resale membership are eligible to replace this resale membership)
If you choose with restrictions, you will have the following selection options in the OPERATION menu:
Select all
Select none
Select all memberships with a greater price than this membership.
SAVE.