======= Members ======= The **Members** application is where all operations related to memberships can be configured and managed. The **Members** app integrates with the **Sales** and **Accounting** applications to sell and invoice memberships directly to customers. Membership products =================== To create a new membership product, navigate to :menuselection:`Members app --> Configuration --> Membership Products`, and click :guilabel:`New` to open a blank product form. On the new product form, enter a name for the product in the field under :guilabel:`Product Name`. Use the two blank fields to the right of :guilabel:`Membership Duration` to set a date from which the membership becomes active. Finally, use the :guilabel:`Membership Fee` field to set the price at which the product is sold to customers. The following optional fields can also be configured for each product: - :guilabel:`Internal Reference`: Set an internal reference number for the product. - :guilabel:`Product Category`: Set a category for the product. - :guilabel:`Company`: Set the company inventory for the product to appear in. - :guilabel:`Active`: Hide a product without removing it from inventory. - :guilabel:`Visible on current website`: Make the product visible to customers on the current website. - :guilabel:`Description`: Set an internal product description. - :guilabel:`Sales Description`: Set a product description that is visible on quotations. - :guilabel:`Income Account`: Use a different value than the default from the product category. - :guilabel:`Taxes`: Set the default tax used when selling this product. .. note:: Membership products require a start and end date, as they are used to determine :ref:`membership status `. Membership products can be sold *before* their active start date. .. image:: members/membership-product.png :align: center :alt: A new membership product in the members app. Membership products can be added to a sales order, and invoiced as regular products or subscriptions. Activate a membership ===================== To activate a membership from the **Contacts** application, navigate to the :menuselection:`Contacts app`, and click on a contact to open that specific contact form. From the contact form, open the :guilabel:`Membership` tab, and click :guilabel:`Buy Membership`. .. tip:: To successfully buy a membership, both the :guilabel:`Account Receivable` and :guilabel:`Account Payable` lines **must** be configured for that contact. These can be found in the contact form's :guilabel:`Accounting` tab, under the :guilabel:`Accounting entries` section. On the :guilabel:`Join Membership` pop-up window that appears, select a :guilabel:`Membership` from the drop-down menu. Then, configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` when both fields are filled in. Doing so reveals a :guilabel:`Membership Invoices` page, wherein invoices can be confirmed and completed. Alternatively, to offer a free membership, tick the :guilabel:`Free Member` checkbox, in the :guilabel:`Membership` tab of a contact form. .. _sales/membership-status: Membership status ================= The :guilabel:`Current Membership Status` is listed on the :guilabel:`Membership` tab of each contact record: - :guilabel:`Non Member`: a partner who has **not** applied for membership. - :guilabel:`Cancelled Member`: a member who has cancelled their membership. - :guilabel:`Old Member`: a member whose membership end date has passed. - :guilabel:`Waiting Member`: a member who has applied for membership, but whose invoice has not yet been created. - :guilabel:`Invoiced Member`: a member whose invoice has been created, but has not been paid. - :guilabel:`Paid Member`: a member who has paid the membership fee. Publish members directory ========================= To publish a list of active members on the website, the **Online Members Directory** module must first be :ref:`installed `. After installing the module, add the `/members` page to the website's menu by :doc:`editing the website menu <../websites/website/pages/menus>`. .. image:: members/membership-directory-app.png :align: center :alt: The Online Members directory module in Odoo. Publish individual members -------------------------- Navigate to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a member. From the customer form that appears, click the :guilabel:`Go to Website` smart button at the top of the page to open the member's webpage. Click the :icon:`fa-pencil` :guilabel:`Edit` button to reveal a sidebar of editing tools. After making any necessary changes to the page, click :guilabel:`Save`. At the top of the page, slide the :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position. Repeat these steps for all desired members.