coreFORCE Advanced - Products: Creating Membership Taxonomy

In this guide, we will cover how to create membership taxonomy in coreFORCE Advanced or Enterprise. Setting up taxonomy for your memberships is essential for reporting and tracking, providing a more granular view of how each membership type is performing for your business. Specifically, we will walk through creating a Memberships Department and categories for the three different types of memberships as an example.

Related Guides
1) coreFORCE Advanced - Taxonomy: Creating Membership Taxonomy
2) coreFORCE Advanced - Products: Creating Membership Subscriptions
3) coreFORCE Advanced - Orders: Establishing Fulfilled Membership Status for Automatic Fulfilment Process
4) coreSTORE Advanced - Orders: Establishing Auto Fulfillment for Memberships
5) coreFORCE Advanced - Products: Creating Membership Subscriptions
6) coreFORCE Advanced - Memberships: Setting Up Multi-Member Subscriptions

Please note that following this setup guide will have your memberships appear as category options on your coreFORCE site. You can establish a loan page and mark these as internal use only.

1. Click on Products

In the Admin Menu of your coreFORCE instance, first navigate to the Products menu.

2. Click on Taxonomy

Under the Products menu, locate the Taxonomy option.

3. Click on Categories

First, we will establish the Category Names for our memberships. This allows us to run reports based on the category for the different types of memberships we plan to offer.

4. Click on ADD

In the top right-hand corner of your Category Dashboard, locate the Add button.

5. Product Category Code

In the Product Category Code field, enter an easily identifiable name for all memberships that will fall into this category.

6. Description Field

In the Description field, enter the name of the category. It is common practice to use the same name as the Category Code for consistency.

7. Detailed Description

The Detailed Description field can be left blank; however, you may choose to add a brief description specific to the category. Detailed descriptions for individual products can be defined at the item level within the category.

8. Click on SAVE

Click Save to finalize this category.

9. Click on ADD

Repeat these steps for your other membership types if you wish to assign them their own categories for reporting purposes.

10. Click on Taxonomy

Next, navigate back to Taxonomy, where we will establish a Department for our categories. This step is crucial for setting up automation to mark memberships as fulfilled when purchased by your clients. We will cover the process for Memberships Auto Order Processing Setup in a separate guide.

11. Click on Departments

Locate the Departments option under your Taxonomy menu in coreFORCE.

12. Click on ADD

On the Department Dashboard, click the Add button to create a new department.

13. Product Department Code

In the Product Department Code field, enter your desired department name. For this example, we are using Memberships as the department, creating a hierarchy of Memberships with categories such as Commander, Specialist, and Recruit.

14. Description

Assign a description to the department. In this example, we are using the same name as the Department Code for consistency and ease of identification.

15. Click on Categories

Once your Department Code and Description are established, navigate to the Categories tab to define which categories belong to this department.

16. Category Search

Use the Search Bar to look for "Memberships" to quickly locate the membership categories you have created.

17. Click on Select all

Using the Select All checkbox will move all filtered categories to the right side of your category selection screen. Alternatively, you can click and drag individual categories to include them in the department.

18. Selected Categories

Once the categories are selected, your Departments screen should look similar to the screenshot below.

19. Click on SAVE

To finalize your changes, click Save.

Updated on: 11/22/2024