coreFORCE Advanced - Products: Creating Membership Taxonomy

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

Under the Products menu, locate the Taxonomy option.

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.

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

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

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.

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.

Click Save to finalize this category.

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

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.

Locate the Departments option under your Taxonomy menu in coreFORCE.

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

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.

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.

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

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

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.

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

To finalize your changes, click Save.