Difference between revisions of "Drycleaning & Laundry Institute (DLI)"

Revision as of 18:53, 26 January 2016

Adding New Members to Bulk Membership Accounts

To add new members to bulk membership accounts, such as the Australian, Ontario or Alberta Association accounts, you must add a contact person, organization and account for the new member.

Adding a Contact

To add a contact, follow the steps below:

1. Login and click on ADMIN.
2. Click on MANAGE USERS and then PEOPLE.
3. Click on ADD to open a new user record.
4. Enter all contact information in the DETAILS tab. (Note: You will select the organization in a later step.)
5. In the GROUPS tab click on ECOMMERCE CONTACTS and DLI MEMBERS.
6. Click OK to save the new record.

Adding an Organization

To add an organization, follow the steps below:

1. Login and click on ADMIN.
2. Click on MANAGE USERS and then ORGANIZATIONS.
3. Click on ADD to open a new organization record.
4. Enter all contact information in the DETAILS tab.
5. Click OK to save the new record.
6. Go back to the USER record and select this organization in the DETAILS tab for the person associated with this organization.

Adding an Account

To add an account, follow the steps below:

1. Login and click on ADMIN.
2. Click on MANAGE ADD-ONS, ECOMMERCE and then ACCOUNTS.
3. Click on ADD to open a new account record.
4. Enter a Name for the Account.
5. Select the CONTACTS from the drop down menus in the CONTACTS tab.
6. In the MEMBERSHIP tab, choose one of the bulk membership types, such as Australian Association SubAccount.
7. Choose ACTIVE as membership status.
8. Enter a JOIN and EXPIRATION date.
9. Click OK to save the new record. The record ID will be the login for the account.

Setting Up Membership Types

To add or edit DLI Membership types, login and click on ADMIN.

Next, click on MANAGE ADD-ONS, DLI MEMBERHSIP APPLICATION, and then MEMBERSHIP TYPES.

You will then see a list of all membership types currently in the system. Click the paper/pencil icon next to one if you want to edit it, or click ADD to add a new type.

In the DETAILS tab, you will name the membership type, specify the maximum numbers of organization and individuals for that type, and check the "Use in JSA Reports" field if appropriate. For the US Cleaners, you will also enter something in the MEMBERSHIP TYPE GROUPING field (such as US Cleaner - Gold). This is used on the join form to include both the yearly and monthly options for each US Cleaner type as options. Make sure that the text entered for the monthly and annual memberships are EXACTLY the same for this field.

In the MEMBERSHIP tab you will LEAVE THE GROUP FIELD BLANK because ALL MEMBERSHIP TYPES are added to the DLI MEMBERS GROUP when they join. You will also choose the DURATION TYPE (periodic or annual), the duration of membership (number of days or months), specify whether or not to renew upon expiration and the renewal price.

In the PRICING tab you will put the regular price for the membership type.

In the FULFILLMENT tab you will specify whether or not a notification email will be sent when this membership type is purchased and you can specify the group that will be notified.

In the PURCHASE tab, you can set up invoice and receipt messages.

Click OK when you are done adding or editing the Membership Type.

Setting up Membership Categories for the Join Form

To make sure the correct membership type choices show up in the correct place on the join form, you need membership types set up by category. On the first page of the join form are four choices US, Foreign, Allied Trade and Other. To change how membership types show up on the join form or to add new types, login and click ADMIN. Next, click MANAGE ADD-ONS, DLI MEMBERSHIP APPLICATION, and then DLI MEMBERSHIP CATEGORIES. Click the paper/pencil icon next to the name of the category you want to change, or click ADD to add a new category.

In the DETAILS tab you will name the category, choose a parent membership category if any, and the default selection for this category.

For example, for the US DRYCLEANER category, there is NO Parent, and the default selection is US CLEANER - SILVER: ANNUALLY and for the GOLD category, the PARENT is US DRYCLEANER and the default selection on the join form is US CLEANER - GOLD: ANNUALLY.

Click OK to save your changes.

Adding & Editing DLI Keys

To add or edit a DLI Key for an account:

1. Login and click on ADMIN.
2. Click on MANAGE ADD-ONS, DLI and DLI KEYS.
3. You will see a list of all accounts and their DLI KEY.
4. To edit a current record, click on the paper/pencil icon next to the record, or click the ADD button to add a new record.
5. In the NAME field, type the DLI KEY (digits they should use to login to the system).
6. Select the ACCOUNT from the drop down in that field for new records.
7. Click OK to save changes.

JSA Reports

To see the JSA report for the JSA managed:

The user needs to be in the group for the specific JSA.

To edit these groups or add new ones, login and go to ADMIN.
Click on MANAGE ADD-ONS, then DLI JSA REPORTING, then JSAs.
Here you will enter the name of the JSA, and choose the group to associate to it.

To add an account to a JSA:

For a state to be included in a JSA, edit the state and select the JSA from the selector. This state's abbreviation must be set correctly.

A membership account is included in a JSA if any of its organizations have a state set to the state abbreviation noted above.

For a Membership Type to be included, it must have the checkbox "Include in JSA" checked. To get to the Membership Types, login and click on ADMIN. Click on MANAGE ADD-ONS, MEMBERSHIP MANAGER, and then MEMBERSHIP TYPES. Open the record and click on the checkbox in USE IN JSA REPORTS. Click OK to save changes.

Membership Manager Application Notes for DLI
Adding Free Services By Membership Type When Joining DLI
Cleaners Care
DLI Exam Registration
DLI Submit Your Garment App