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# coreFORCE Advanced - Taxonomy - Creating Membership Taxonomy

||| coreFORCE Advanced and Enterprise only

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](https://coreware.crisp.help/en-us/article/coreforce-advanced-taxonomy-creating-membership-taxonomy-10s0k12/)
2) [coreFORCE Advanced - Products: Creating Membership Subscriptions](https://coreware.crisp.help/en-us/article/coreforce-advanced-products-creating-membership-subscriptions-qz1la4/)
3) [coreFORCE Advanced - Orders: Establishing Fulfilled Membership Status for Automatic Fulfilment Process](https://coreware.crisp.help/en-us/article/coreforce-advanced-orders-establishing-fulfilled-membership-status-for-automatic-fulfilment-process-5c1i6s/)
4) [coreSTORE Advanced - Orders: Establishing Auto Fulfillment for Memberships](https://coreware.crisp.help/en-us/article/corestore-advanced-orders-establishing-auto-fulfillment-for-memberships-hgrgmq/)
5) [coreFORCE Advanced - Products: Creating Membership Subscriptions](https://coreware.crisp.help/en-us/article/coreforce-advanced-products-creating-membership-subscriptions-qz1la4/)
6) [coreFORCE Advanced - Memberships: Setting Up Multi-Member Subscriptions](https://coreware.crisp.help/en-us/article/coreforce-advanced-memberships-setting-up-multi-member-subscriptions-1vqmj8j/)
  
||| 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.

![Step 1 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_bjvhr9.png)

2. Click on Taxonomy

Under the **Products** menu, locate the **Taxonomy** option.

![Step 2 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_6djxth.png)

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.

![Step 3 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_cocjqj.png)

4. Click on ADD

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

![Step 4 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_1fyywdh.png)

5. Product Category Code

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

![Step 5 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_2htheq.png)

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.

![Step 6 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_18y995l.png)

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.

![Step 7 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_1bff1pz.png)

8. Click on SAVE

Click **Save** to finalize this category.

![Step 8 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_1pnv514.png)

9. Click on ADD

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

![Step 9 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_cslnnf.png)

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.

![Step 10 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_7yi4yv.png)

11. Click on Departments

Locate the **Departments** option under your **Taxonomy** menu in coreFORCE.

![Step 11 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_160uv4y.png)

12. Click on ADD

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

![Step 12 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_10tlyr9.png)

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**.

![Step 13 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_15djzvw.png)

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.

![Step 14 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_3yrgqu.png)

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.

![Step 15 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_a20sxq.png)

16. Category Search

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

![Step 16 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_11by2u1.png)

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.

![Step 17 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_1gikcxt.png)

18. Selected Categories

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

![Step 18 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_14nmj9e.png)

19. Click on SAVE

To finalize your changes, click **Save**.

![Step 19 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_1oqge4n.png)