Group membership alterations
NaviPartner offers different types of membership alterations, including upgrades, renewals, and extensions. You can organize these alterations into groups and assign each group to a specific POS unit. This ensures that only the alterations within the assigned group are available at that POS, helping to control which changes can be processed at each location.
Note: One alteration can simultaneously be present in multiple groups.
To use the feature, follow the provided steps:
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Search for Membership Alteration, and choose the related link.
The list of available membership alterations is displayed. -
Select the alteration you want to add to a group, then click Add Alteration to Groups.
The Membership Alteration Groups window is displayed. -
Click New.
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Enter a unique code and description to distinguish it from other groups, then click OK.
The No. of Alterations in Group field is updated to reflect this change.Note: You can also access the Membership Alteration Groups administrative section by clicking Alteration Groups in the ribbon, or by searching it with the Business Central’s Tell Me function.
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Search for POS Member Profiles, and choose the related link.
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Click New or select an existing member profile to attach the alteration group.
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In the Alteration Group dropdown, select the alteration group you created.
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Search for POS Unit List, and choose the related link.
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Open the POS Unit you wish to assign the member profile to.
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In the POS Member Profile dropdown, select the profile you’ve edited.
