Update Price List (fixed price subscriptions)
Subscription prices can be amended individually or in bulk. This routine will allow you to amend the fixed price subscriptions (those that do not allow Member Variable Prices) in bulk by applying price changes by a percentage or a fixed amount, on ALL, a particular Subscription Group or an Individual subscription.
You can reduce the Subscription Codes displayed by selecting:
- Subscription Group - use this drop menu to select which subscription group. Defaults to ALL
- Subscription Code – use this drop down to limit the update to one subscription code. Default is ALL subscription codes for the subscription group
- Update By – two choices are given here – Update by Percentage or Update by Amount.
- Change (+ or -) – if percentage has been chosen put in the percentage required then click calculate. If Amount is selected you will be presented with the option to add a dollar amount and also the tax on the Subscription. Both can be negative by putting a minus sign before the percentage or the amount.
By clicking the Calculate button, all amounts will be automatically calculated to reflect the change, all subscriptions affected and the old and new prices can be seen on the grid at the bottom of the page.
You have the option of recalculating by returning to the fields above and pressing Calculate again. Alternatively, you can modify individual subscriptions by clicking on the New Amount field and entering in a value. If you tab through the Tax field it will automatically recalculate that field.
Click the Save button to implement the changes. These changes will be immediately reflected on any renewals that have not yet been invoiced and the member subscriptions will reflect the new price.
Update Member Variable Prices
If you have included variable prices for member subscriptions this is where the prices can be edited. Unlike the Update Price List this refers to individual Members as their prices are different.
Selection parameters are the same as for the Fixed Price List changes with a couple of additions. Because it is member by member it is actually selecting Member Subscriptions here.
This is a bulk update facility. If you want to amend individual member subscriptions you should go directly to the Member Subscription maintenance screen within the Member Profile.
You can reduce the Member Subscriptions displayed by selecting:
- Subscription Group - use this drop menu to select which subscription group. Defaults to ALL
- Subscription Code – use this drop down to limit the update to one subscription code. Default is ALL subscription codes for the subscription group
- Frequency – only select member subscriptions that have chosen a specific frequency, default is ALL
- Review Period – there is a field on member subscriptions called Review Period (usually used if you have someone on say monthly subscriptions but their price is reviewed annually.
- Update By – two choices are given here – Update by Percentage or Update by Amount.
- Change (+ or -) – if percentage has been chosen put in the percentage required then click calculate. If Amount is selected you will be presented with the option to add a dollar amount and also the tax on the Subscription. Both can be negative by putting a minus sign before the percentage or the amount.
By clicking the Calculate button, all amounts will be automatically calculated to reflect the change. A message will tell you how many Member Subscriptions are affected by this change. By clicking View Calculations you can view all subscriptions affected and the old and new prices can be seen on the grid at the bottom of the page.
You have the option of recalculating by returning to the fields above and pressing Calculate again.
Click the Save button to implement the changes. These changes will be immediately reflected on any renewals that have not yet been invoiced and the member subscriptions will reflect the new price.
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